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Walt Disney

1,956 hedge funds and large institutions have $113B invested in Walt Disney in 2017 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 749 increasing their positions, 878 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $5.25B | Put options by funds: $2.47B

47% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 93

11% more capital invested

Capital invested by funds: $101B → $113B (+$11.3B)

11% more funds holding in top 10

Funds holding in top 10: 187207 (+20)

1.73% more ownership

Funds ownership: 61.08%62.81% (+1.7%)

1% more funds holding

Funds holding: 1,9331,956 (+23)

15% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 878

Holders
1,956
Holders Change
+23
Holders Change %
+1.19%
% of All Funds
48.69%
Holding in Top 10
207
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+10.7%
% of All Funds
5.15%
New
137
Increased
749
Reduced
878
Closed
93
Calls
$5.25B
Puts
$2.47B
Net Calls
+$2.78B
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
BA
726
BCM Advisors
Louisiana
$5.67M +$7.59M +68,905 +39,374%
AWA
727
ARS Wealth Advisors
Florida
$5.61M -$136K -1,233 -2%
JGC
728
J. Goldman & Co
New York
$5.6M +$5.44M +49,400 New
WDA
729
Wendell David Associates
New Hampshire
$5.6M +$338K +3,070 +7%
CT
730
Cambridge Trust
Massachusetts
$5.59M -$632K -5,742 -10%
DR
731
Davis Rea
Ontario, Canada
$5.57M +$17.6K +160 +0.3%
WSFS
732
Wilmington Savings Fund Society
Delaware
$5.56M -$52.1K -473 -1%
SI
733
SII Investments
Wisconsin
$5.54M -$361K -3,277 -6%
BAMF
734
BI Asset Management Fondsmaeglerselskab
Denmark
$5.53M +$5.37M +48,800 New
RJA
735
Robshaw & Julian Associates
New York
$5.5M -$307K -2,785 -5%
GLAM
736
Gardner Lewis Asset Management
Pennsylvania
$5.5M -$744K -6,760 -12%
NLI
737
Nippon Life Insurance
Japan
$5.46M -$745K -6,765 -12%
PIM
738
Penobscot Investment Management
Massachusetts
$5.46M -$3.85K -35 -0.1%
JCM
739
JD Capital Management
Connecticut
$5.44M +$5.28M +47,997 New
MC
740
Moors & Cabot
Massachusetts
$5.43M -$44.5K -404 -0.8%
DIA
741
Dean Investment Associates
Ohio
$5.42M -$457K -4,155 -8%
SHGA
742
Sand Hill Global Advisors
California
$5.42M -$4.17M -37,841 -44%
BSPF
743
British Steel Pension Fund
United Kingdom
$5.39M -$425K -3,864 -8%
AF
744
Arrow Financial
New York
$5.38M -$103K -931 -2%
VCM
745
Violich Capital Management
California
$5.37M +$4.96K +45 +0.1%
TCM
746
Tufton Capital Management
Maryland
$5.32M -$27.5K -250 -0.5%
GLA
747
Good Life Advisors
Pennsylvania
$5.32M +$43.3K +393 +0.8%
CAM
748
Chesapeake Asset Management
New York
$5.32M -$71.7K -651 -1%
YL
749
YCG LLC
Texas
$5.32M
CI
750
Conning Inc
Connecticut
$5.31M -$201K -1,825 -4%

DIS Hedge Fund Activity: Q1 2017 in Review

1,956 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2017, worth a combined $113B — up 11% from $101B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new DIS positions and 93 closed out — a net gain of 44 holders — while 749 added to existing stakes and 878 trimmed.

The largest buyer was BlackRock, adding an estimated $8.84B. The largest seller was D.E. Shaw & Co, cutting an estimated $304M.

  • 1,956 institutional investors held Walt Disney (DIS) as of Q1 2017, up from 1,933 in Q4 2016.
  • Funds reported $113B of Walt Disney stock for Q1 2017, up 11% quarter-over-quarter.
  • 137 funds opened new Walt Disney positions in Q1 2017 and 93 closed out, a net change of +44 holders.
  • The largest Walt Disney buyer in Q1 2017 was BlackRock, an estimated $8.84B added.
  • The largest Walt Disney seller in Q1 2017 was D.E. Shaw & Co, an estimated $304M sold.

Based on aggregated 13F filings for Q1 2017.