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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
HFM
801
Hartford Financial Management
Connecticut
$4.37M +$110 +1 +0%
AIC
802
Argus Investors Counsel
New York
$4.35M -$815K -7,400 -16%
EAM
803
Eagle Asset Management
Florida
$4.3M +$4.18M +37,929 New
WSTAM
804
Wilbanks Smith & Thomas Asset Management
Virginia
$4.29M -$241K -2,190 -5%
MSV
805
MN Services Vermogensbeheer
Netherlands
$4.28M +$73.7K +669 +2%
WF
806
WealthTrust Fairport
Ohio
$4.28M -$11.5K -104 -0.3%
LAM
807
Lebenthal Asset Management
New York
$4.27M -$101K -918 -2%
MIP
808
Marietta Investment Partners
Wisconsin
$4.24M +$23.6K +214 +0.6%
Twin Tree Management
809
Twin Tree Management
Texas
$4.22M -$9.34M -84,825 -69%
TA
810
Tiedemann Advisors
New York
$4.22M +$569K +5,168 +16%
MPWT
811
MassMutual Private Wealth & Trust
Connecticut
$4.22M -$680K -6,174 -14%
LCM
812
Logan Capital Management
Pennsylvania
$4.21M -$198K -1,795 -5%
TNBTD
813
Trustmark National Bank Trust Department
Mississippi
$4.21M -$33.6K -305 -0.8%
TC
814
Trust Company
Kansas
$4.2M -$110 -1 -0%
W
815
Wealthfront
California
$4.2M +$969K +8,797 +31%
OIM
816
Orca Investment Management
Oregon
$4.19M -$70.2K -638 -2%
CCA
817
Conservest Capital Advisors
Pennsylvania
$4.19M +$4.06M +36,916 New
AC
818
Abbrea Capital
California
$4.18M +$148K +1,346 +4%
PCA
819
Private Capital Advisors
Connecticut
$4.18M +$33K +300 +0.8%
CICI
820
Capital Investment Counsel Inc
North Carolina
$4.18M -$110 -1 -0%
LTI
821
Laffer Tengler Investments
Tennessee
$4.17M
Cerity Partners
822
Cerity Partners
New York
$4.17M +$3.52M +32,009 +675%
TCOO
823
Trust Company of Oklahoma
Oklahoma
$4.17M -$116K -1,056 -3%
ST
824
Spot Trading
Illinois
$4.15M +$4.03M +36,594 New
BAAM
825
Baker Avenue Asset Management
California
$4.13M +$548K +4,977 +16%

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.