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Walt Disney
DIS

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: 187 → 207 (+20)

1.73% more ownership

Funds ownership: 61.08% → 62.81% (+1.7%)

1% more funds holding

Funds holding: 1,933 → 1,956 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.84B
2
JP Morgan Chase
JP Morgan Chase
New York
+$735M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
4
Citigroup
Citigroup
New York
+$358M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$329M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$304M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$286M
3
Renaissance Technologies
Renaissance Technologies
New York
-$247M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$241M
5
AC
Alleghany Corporation
New York
-$178M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHA
826
Beech Hill Advisors
New York
$4.1M -$1.92M -17,395 -32%
NCM
827
Narwhal Capital Management
Georgia
$4.08M +$25.2K +229 +0.6%
CCM
828
Check Capital Management
California
$4.08M +$507K +4,608 +15%
WEC
829
Winslow Evans & Crocker
Massachusetts
$4.07M -$1.51M -13,736 -28%
ARTA
830
A.R.T. Advisors
New York
$4.07M -$6.43M -58,400 -62%
LFAS
831
Level Four Advisory Services
Texas
$4.06M +$344K +3,124 +10%
CMBA
832
C.M. Bidwell & Associates
Hawaii
$4.05M +$3.94M +35,760 New
CC
833
ClearArc Capital
Ohio
$4.05M +$16.2K +147 +0.4%
AWM
834
Altavista Wealth Management
North Carolina
$4.05M +$104K +941 +3%
KS
835
Karpas Strategies
Connecticut
$4.03M -$68.3K -620 -2%
BEAM
836
Baker Ellis Asset Management
Washington
$4.02M +$3.3K +30 +0.1%
PTC
837
Private Trust Company
Ohio
$4.01M -$455K -4,128 -10%
BBA
838
BLB&B Advisors
Pennsylvania
$4.01M +$26.8K +243 +0.7%
BCCM
839
Bridge Creek Capital Management
Massachusetts
$4M -$61.7K -560 -2%
SHCM
840
Stokes & Hubbell Capital Management
Louisiana
$4M +$180K +1,632 +5%
SPC
841
Sigma Planning Corp
Michigan
$4M -$148K -1,341 -4%
NEI
842
Northwest & Ethical Investments
Ontario, Canada
$3.99M -$541K -4,918 -12%
HVIA
843
Hudson Valley Investment Advisors
New York
$3.99M +$170K +1,545 +5%
AF
844
Aldebaran Financial
$3.98M -$57.1K -519 -1%
BAM
845
Boyar Asset Management
New York
$3.98M +$1.79M +16,256 +86%
ESBC
846
E.S. Barr & Co
Kentucky
$3.97M -$63.3K -575 -2%
AL
847
Aspiriant LLC
California
$3.97M -$18.9K -172 -0.5%
WB
848
Webster Bank
Connecticut
$3.96M -$878K -7,976 -19%
WC
849
Whitnell & Co
Illinois
$3.95M +$26.8K +243 +0.7%
GIM
850
Greystone Investment Management
Ohio
$3.94M -$30.7K -279 -0.8%
32 33
34
35 36

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.