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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
AW
851
ACG Wealth
Georgia
$3.57M +$194K +1,771 +6%
TFA
852
Transamerica Financial Advisors
Florida
$3.56M +$167K +1,528 +5%
FMBTD
853
First Midwest Bank Trust Division
Illinois
$3.56M +$90.9K +830 +3%
CM
854
Churchill Management
California
$3.56M +$3.67M +33,498 New
CRC
855
Curi RMB Capital
Illinois
$3.55M -$784K -7,159 -18%
EFS
856
Essex Financial Services
Connecticut
$3.54M -$141K -1,291 -4%
ID
857
Integral Derivatives
New York
$3.52M +$3.63M +33,148 New
PG
858
Pendal Group
Australia
$3.51M +$3.62M +33,058 New
W
859
Wealthfront
California
$3.48M -$464K -4,233 -11%
NSIM
860
North Star Investment Management
Illinois
$3.48M -$120K -1,095 -3%
ECM
861
Everence Capital Management
Indiana
$3.47M
GWM
862
Geneos Wealth Management
Colorado
$3.46M +$345K +3,149 +11%
SSI
863
Scott & Selber Inc
Texas
$3.46M -$51.5K -470 -1%
CG
864
Cutler Group
California
$3.44M +$3.19M +29,169 +916%
SGI
865
Summit Global Investments
Utah
$3.44M +$722K +6,593 +26%
DI
866
Diligent Investors
California
$3.44M
WCF
867
West Coast Financial
California
$3.44M +$207K +1,886 +6%
GIM
868
Goelzer Investment Management
Indiana
$3.42M -$697K -6,365 -17%
LG
869
LaFleur & Godfrey
Michigan
$3.41M -$70.6K -645 -2%
HIM
870
Harbour Investment Management
Washington
$3.41M -$12.6K -115 -0.4%
AIM
871
Anchor Investment Management
South Carolina
$3.4M -$17.6K -161 -0.5%
WHG
872
Westwood Holdings Group
Texas
$3.4M -$214K -1,954 -6%
VFA
873
Voya Financial Advisors
Connecticut
$3.39M -$276K -2,520 -7%
FC
874
Ferris Capital
Massachusetts
$3.39M +$3.5M +31,932 New
PS
875
Pensionfund Sabic
Netherlands
$3.38M

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.