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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
BAAM
776
Baker Avenue Asset Management
California
$4.37M +$514K +4,692 +13%
AIC
777
Argus Investors Counsel
New York
$4.37M +$296K +2,701 +7%
MAM
778
Morse Asset Management
Connecticut
$4.36M -$614K -5,611 -12%
KIC
779
Keating Investment Counselors
Florida
$4.35M -$16.4K -150 -0.4%
AT
780
Arden Trust
Delaware
$4.34M -$33.1K -302 -0.7%
FNBOO
781
First National Bank of Omaha
Nebraska
$4.34M -$511K -4,669 -10%
TA
782
Tiedemann Advisors
New York
$4.31M +$375K +3,422 +9%
FCT
783
Family Capital Trust
Massachusetts
$4.31M -$6.57K -60 -0.1%
FNBT
784
FineMark National Bank & Trust
Florida
$4.31M -$3.52M -32,128 -44%
NPC
785
National Planning Corporation
California
$4.29M -$24.7K -226 -0.6%
FTC
786
Farmers Trust Company
Ohio
$4.29M +$55.8K +510 +1%
LA
787
Lynch & Associates
Indiana
$4.26M +$10.9K +100 +0.2%
NCM
788
Narwhal Capital Management
Georgia
$4.24M +$429K +3,921 +11%
KRSITF
789
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.23M +$55.3K +505 +1%
SHCM
790
Stokes & Hubbell Capital Management
Louisiana
$4.22M +$492K +4,490 +13%
IAA
791
Independent Advisor Alliance
North Carolina
$4.21M +$1.31M +12,008 +42%
SFSIG
792
San Francisco Sentry Investment Group
California
$4.21M +$1.33M +12,151 +44%
BCM
793
Blume Capital Management
California
$4.19M +$711K +6,496 +20%
AP
794
Appleton Partners
Massachusetts
$4.15M -$26.4K -241 -0.6%
SFS
795
Strategic Financial Services
New York
$4.13M +$21.4K +195 +0.5%
RIA
796
Regal Investment Advisors
Michigan
$4.1M -$451K -4,120 -10%
HFM
797
Hartford Financial Management
Connecticut
$4.09M
OAM
798
Oppenheimer Asset Management
New York
$4.09M -$4.56M -41,613 -52%
WSTAM
799
Wilbanks Smith & Thomas Asset Management
Virginia
$4.07M +$44.7K +408 +1%
WTB
800
Washington Trust Bank
Washington
$4.06M -$51.7K -472 -1%

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.