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Walt Disney

1,931 hedge funds and large institutions have $102B invested in Walt Disney in 2017 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 821 increasing their positions, 788 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $3.21B | Put options by funds: $2.3B

4% more repeat investments, than reductions

Existing positions increased: 821 | Existing positions reduced: 788

8% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 102

1.24% less ownership

Funds ownership: 62.81%61.57% (-1.2%)

1% less funds holding

Funds holding: 1,9571,931 (-26)

9% less capital invested

Capital invested by funds: $113B → $102B (-$10.2B)

33% less funds holding in top 10

Funds holding in top 10: 207138 (-69)

Holders
1,931
Holders Change
-26
Holders Change %
-1.33%
% of All Funds
48.13%
Holding in Top 10
138
Holding in Top 10 Change
-69
Holding in Top 10 Change %
-33.33%
% of All Funds
3.44%
New
94
Increased
821
Reduced
788
Closed
102
Calls
$3.21B
Puts
$2.3B
Net Calls
+$904M
Net Calls Change
-$1.88B
Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
751
Canandaigua National Bank & Trust
New York
$4.81M +$58K +530 +1%
NFG
752
Next Financial Group
Texas
$4.81M -$55.8K -510 -1%
Cerity Partners
753
Cerity Partners
New York
$4.8M +$4.13M +37,754 +103%
MIM
754
Marco Investment Management
Georgia
$4.79M
AF
755
Ally Financial
Michigan
$4.78M +$4.93M +45,000 New
SLI
756
Sumitomo Life Insurance
Japan
$4.75M +$207K +1,893 +4%
FAT
757
First American Trust
California
$4.74M +$139K +1,268 +3%
CDH
758
Charles D. Hyman
$4.71M -$19.2K -175 -0.4%
DCM
759
Donaldson Capital Management
Indiana
$4.67M -$24.7M -225,289 -84%
UF
760
Univest Financial
Pennsylvania
$4.66M +$4.49K +41 +0.1%
BCM
761
Buckhead Capital Management
Georgia
$4.65M -$3.34M -30,500 -41%
SSWM
762
Smith Salley Wealth Management
North Carolina
$4.63M -$2.02M -18,433 -30%
MYLI
763
Meiji Yasuda Life Insurance
Japan
$4.59M +$405K +3,700 +9%
HPC
764
HM Payson & Co
Maine
$4.59M -$2.75M -25,133 -37%
II
765
IFM Investors
Australia
$4.59M +$1.33M +12,131 +39%
CT
766
Cambridge Trust
Massachusetts
$4.58M -$680K -6,210 -13%
IRF
767
IBM Retirement Fund
New York
$4.55M +$1.68M +15,346 +67%
GP
768
GLG Partners
United Kingdom
$4.54M +$4.68M +42,752 New
WF
769
WealthTrust Fairport
Ohio
$4.51M +$521K +4,759 +13%
GIA
770
GHP Investment Advisors
Colorado
$4.5M +$121K +1,103 +3%
SNT
771
Security National Trust
West Virginia
$4.46M -$16.9K -154 -0.4%
MCTIC
772
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$4.44M +$79.4K +725 +2%
OCM
773
Oakwood Capital Management
California
$4.44M -$143K -1,310 -3%
RAM
774
Roanoke Asset Management
New Jersey
$4.41M -$276K -2,520 -6%
GLAM
775
Gardner Lewis Asset Management
Pennsylvania
$4.38M -$794K -7,248 -15%

DIS Hedge Fund Activity: Q2 2017 in Review

1,931 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2017, worth a combined $102B — down 9.1% from $113B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of DIS and 94 opened new positions — a net loss of 8 holders — while 788 trimmed existing stakes and 821 added.

The largest buyer was Janus Henderson Group, adding an estimated $535M. The largest seller was Goldman Sachs, cutting an estimated $1.22B.

  • 1,931 institutional investors held Walt Disney (DIS) as of Q2 2017, down from 1,957 in Q1 2017.
  • Funds reported $102B of Walt Disney stock for Q2 2017, down 9.1% quarter-over-quarter.
  • 94 funds opened new Walt Disney positions in Q2 2017 and 102 closed out, a net change of -8 holders.
  • The largest Walt Disney buyer in Q2 2017 was Janus Henderson Group, an estimated $535M added.
  • The largest Walt Disney seller in Q2 2017 was Goldman Sachs, an estimated $1.22B sold.

Based on aggregated 13F filings for Q2 2017.