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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
EFS
851
Essex Financial Services
Connecticut
$3.92M -$45.9K -417 -1%
HT
852
Heritage Trust
Oklahoma
$3.9M +$3.78M +34,375 New
VFA
853
Voya Financial Advisors
Connecticut
$3.9M -$54.5K -495 -1%
SCA
854
Salient Capital Advisors
Texas
$3.87M +$215K +1,955 +6%
Pacer Advisors
855
Pacer Advisors
Pennsylvania
$3.87M +$489K +4,442 +15%
WHG
856
Westwood Holdings Group
Texas
$3.85M -$2.13M -19,346 -36%
PWM
857
Patriot Wealth Management
Texas
$3.85M -$3.48M -31,624 -48%
NSIM
858
North Star Investment Management
Illinois
$3.84M +$259K +2,353 +7%
NSAM
859
North Star Asset Management
Wisconsin
$3.81M +$101K +920 +3%
BHWM
860
Bar Harbor Wealth Management
New Hampshire
$3.8M -$269K -2,446 -7%
FWCM
861
Ferguson Wellman Capital Management
Oregon
$3.8M +$60.4K +549 +2%
CM
862
Capital Management
Virginia
$3.75M +$192K +1,741 +6%
SSI
863
Scott & Selber Inc
Texas
$3.74M -$27.2K -247 -0.7%
BCM
864
Blume Capital Management
California
$3.73M
LG
865
LaFleur & Godfrey
Michigan
$3.71M -$1.6M -14,550 -31%
FMBTD
866
First Midwest Bank Trust Division
Illinois
$3.71M -$453K -4,113 -11%
ECM
867
Everence Capital Management
Indiana
$3.71M
RWA
868
River Wealth Advisors
Pennsylvania
$3.7M +$133K +1,204 +4%
FMWA
869
Forvis Mazars Wealth Advisors
Missouri
$3.7M -$30.2K -274 -0.8%
DI
870
Diligent Investors
California
$3.67M -$25.2K -229 -0.7%
BIC
871
Bridges Investment Counsel
Nebraska
$3.65M -$3.08M -27,930 -46%
AIM
872
Anchor Investment Management
South Carolina
$3.65M -$24.7K -224 -0.7%
HIM
873
Harbour Investment Management
Washington
$3.65M -$356K -3,230 -9%
PI
874
PineBridge Investments
New York
$3.65M -$12.3M -111,528 -78%
DAM
875
Deltec Asset Management
New York
$3.65M -$358K -3,250 -9%

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.