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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
WEC
876
Winslow Evans & Crocker
Massachusetts
$3.38M -$457K -4,174 -12%
4IG
877
440 Investment Group
Kansas
$3.37M +$483K +4,415 +16%
FWCM
878
Ferguson Wellman Capital Management
Oregon
$3.37M -$200K -1,825 -5%
TCM
879
Telos Capital Management
California
$3.34M +$236K +2,151 +7%
ICOA
880
Investment Centers of America
North Dakota
$3.33M -$1.2M -10,947 -26%
AT
881
Argent Trust
Texas
$3.33M +$151K +1,383 +5%
SPIA
882
Steward Partners Investment Advisory
New York
$3.33M +$1.58M +14,415 +85%
RWA
883
Ropes Wealth Advisors
Massachusetts
$3.32M +$254K +2,318 +8%
AF
884
Arrow Financial
New York
$3.32M -$1.77M -16,160 -34%
WCA
885
Westover Capital Advisors
Delaware
$3.31M -$57.8K -528 -2%
SACTSONJ
886
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.29M +$657K +6,000 +24%
COI
887
Connable Office Inc
Michigan
$3.25M -$64.5K -589 -2%
MCWS
888
McKinley Carter Wealth Services
West Virginia
$3.24M +$186K +1,702 +6%
BAS
889
Brown Advisory Securities
Maryland
$3.23M +$146K +1,337 +5%
AC
890
Allstate Corporation
Illinois
$3.22M +$3.31M +30,272 New
UOC
891
UBS O'Connor
Illinois
$3.19M -$19.6M -179,427 -86%
CIA
892
Covington Investment Advisors
Pennsylvania
$3.19M +$53.7K +490 +2%
DAM
893
Deltec Asset Management
New York
$3.18M -$241K -2,200 -7%
PA
894
Perennial Advisors
New York
$3.18M +$148K +1,354 +5%
CAM
895
Cubic Asset Management
Massachusetts
$3.16M +$701K +6,405 +27%
HAG
896
HighPoint Advisor Group
Illinois
$3.15M
RIM
897
Reliant Investment Management
Tennessee
$3.13M -$10.4K -95 -0.3%
TWM
898
Torch Wealth Management
Ohio
$3.13M +$4.93K +45 +0.2%
PI
899
Pettee Investors
Connecticut
$3.13M -$109K -999 -3%
FA
900
FDx Advisors
Illinois
$3.13M +$142K +1,294 +5%

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.