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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
SCA
801
Salient Capital Advisors
Texas
$4M +$386K +3,528 +10%
PTC
802
Private Trust Company
Ohio
$3.97M +$214K +1,957 +6%
BI
803
Boulegeris Investments
Georgia
$3.96M -$376K -3,438 -8%
LCM
804
Logan Capital Management
Pennsylvania
$3.94M
ECAU
805
Everett Capital Advisors (UK)
United Kingdom
$3.93M +$4.05M +37,000 New
LTI
806
Laffer Tengler Investments
Tennessee
$3.91M
HVIA
807
Hudson Valley Investment Advisors
New York
$3.9M +$168K +1,537 +4%
PCA
808
Private Capital Advisors
Connecticut
$3.9M -$17.2K -157 -0.4%
CANY
809
Caxton Associates (New York)
New York
$3.89M -$1.74M -15,900 -30%
WC
810
Whitnell & Co
Illinois
$3.89M +$189K +1,725 +5%
Pacer Advisors
811
Pacer Advisors
Pennsylvania
$3.87M +$254K +2,322 +7%
TCOO
812
Trust Company of Oklahoma
Oklahoma
$3.87M -$35.8K -327 -0.9%
AC
813
Abbrea Capital
California
$3.87M -$55.3K -505 -1%
SAM
814
Selway Asset Management
$3.86M -$241K -2,200 -6%
WAM
815
Weatherly Asset Management
California
$3.85M +$917K +8,370 +30%
BBA
816
BLB&B Advisors
Pennsylvania
$3.85M +$93.4K +853 +2%
CCA
817
Conservest Capital Advisors
Pennsylvania
$3.83M -$98.7K -901 -2%
SPC
818
Sigma Planning Corp
Michigan
$3.82M +$79.7K +728 +2%
MC
819
Moors & Cabot
Massachusetts
$3.82M -$1.31M -11,943 -25%
CICI
820
Capital Investment Counsel Inc
North Carolina
$3.82M -$97.9K -894 -2%
BEAM
821
Baker Ellis Asset Management
Washington
$3.81M +$37.6K +343 +1%
OIM
822
Orca Investment Management
Oregon
$3.79M -$132K -1,210 -3%
MIP
823
Marietta Investment Partners
Wisconsin
$3.79M -$186K -1,700 -5%
DG
824
Davidson & Garrard
Virginia
$3.77M -$437K -3,992 -10%
KS
825
Karpas Strategies
Connecticut
$3.77M

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.