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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
ACI
776
Alpha Cubed Investments
California
$4.75M -$190K -1,724 -4%
IEFM
777
IQ EQ Fund Management
Ireland
$4.71M -$544K -4,939 -12%
FCT
778
Family Capital Trust
Massachusetts
$4.7M -$62.2K -565 -1%
GIA
779
GHP Investment Advisors
Colorado
$4.68M +$200K +1,818 +5%
AT
780
Arden Trust
Delaware
$4.67M -$888K -8,067 -16%
KIC
781
Keating Investment Counselors
Florida
$4.66M +$71.8K +652 +2%
MCTIC
782
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$4.66M +$49K +445 +1%
DIA
783
Dana Investment Advisors
Wisconsin
$4.63M -$167K -1,519 -4%
BI
784
Boulegeris Investments
Georgia
$4.62M -$71.3K -648 -2%
CRC
785
Curi RMB Capital
Illinois
$4.6M +$419K +3,801 +10%
PFPT
786
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.58M -$12.8K -116 -0.3%
NPC
787
National Planning Corporation
California
$4.54M -$100K -910 -2%
LA
788
Lynch & Associates
Indiana
$4.54M +$38.5K +350 +0.9%
FTC
789
Farmers Trust Company
Ohio
$4.51M -$1.06M -9,624 -19%
MYLI
790
Meiji Yasuda Life Insurance
Japan
$4.48M +$55.1K +500 +1%
DG
791
Davidson & Garrard
Virginia
$4.48M -$181K -1,645 -4%
KRSITF
792
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.46M -$888K -8,067 -17%
AP
793
Appleton Partners
Massachusetts
$4.45M -$557K -5,055 -11%
MHIC
794
Marble Harbor Investment Counsel
Massachusetts
$4.45M -$578K -5,250 -12%
WSCM
795
Wellington Shields Capital Management
New York
$4.39M -$81.6K -741 -2%
WTB
796
Washington Trust Bank
Washington
$4.39M +$18.7K +170 +0.4%
SFS
797
Strategic Financial Services
New York
$4.38M -$17.1K -155 -0.4%
MFM
798
Marianas Fund Management
New York
$4.38M +$1.32M +12,000 +45%
GIM
799
Goelzer Investment Management
Indiana
$4.37M -$615K -5,583 -13%
SAM
800
Selway Asset Management
$4.37M -$55.1K -500 -1%

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.