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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
BCCM
826
Bridge Creek Capital Management
Massachusetts
$3.75M
DIA
827
Dana Investment Advisors
Wisconsin
$3.74M -$614K -5,609 -14%
IR
828
IAT Reinsurance
New York
$3.74M +$3.85M +35,200 New
PWM
829
Patriot Wealth Management
Texas
$3.73M +$130K +1,186 +3%
FM
830
Family Management
New York
$3.73M +$3.56M +32,492 +1,243%
WAM
831
Wallington Asset Management
Indiana
$3.72M -$5.55M -50,723 -59%
ESBC
832
E.S. Barr & Co
Kentucky
$3.72M
BGC
833
Blue Granite Capital
South Carolina
$3.72M +$348K +3,175 +10%
PJSIMP
834
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.71M +$769K +7,021 +25%
NEI
835
Northwest & Ethical Investments
Ontario, Canada
$3.71M -$32.9K -300 -0.9%
AWM
836
Altavista Wealth Management
North Carolina
$3.71M -$93.3K -852 -2%
CCM
837
Check Capital Management
California
$3.68M -$148K -1,350 -4%
AF
838
Aldebaran Financial
$3.67M -$62.4K -570 -2%
AIM
839
abrdn Investment Management
United Kingdom
$3.67M -$942K -8,599 -20%
NSAM
840
North Star Asset Management
Wisconsin
$3.67M +$99.9K +912 +3%
CG
841
Colony Group
Massachusetts
$3.66M +$2.46M +22,484 +188%
BAM
842
Boyar Asset Management
New York
$3.66M -$71.8K -656 -2%
GIM
843
Greystone Investment Management
Ohio
$3.65M -$44.2K -404 -1%
LFAS
844
Level Four Advisory Services
Texas
$3.64M -$402K -3,671 -10%
VIA
845
Virtus Investment Advisers
Connecticut
$3.62M -$6.46M -58,986 -63%
WB
846
Webster Bank
Connecticut
$3.61M -$106K -972 -3%
AL
847
Aspiriant LLC
California
$3.61M -$114K -1,038 -3%
GEM
848
Global Endowment Management
North Carolina
$3.6M +$427K +3,900 +13%
FMWA
849
Forvis Mazars Wealth Advisors
Missouri
$3.6M +$131K +1,198 +4%
RWA
850
River Wealth Advisors
Pennsylvania
$3.58M +$110K +1,004 +3%

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.