We are live on ! Find out more
DIS icon

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
PAM
901
PineView Asset Management
Connecticut
$3.31M +$3.22M +29,200 New
BAS
902
Brown Advisory Securities
Maryland
$3.29M +$25.3K +230 +0.8%
IRF
903
IBM Retirement Fund
New York
$3.29M -$14.3M -129,855 -85%
BS
904
Banco Santander
Spain
$3.29M -$2.24M -20,317 -41%
FNBOMD
905
First National Bank of Mount Dora
Florida
$3.29M -$12.8K -116 -0.4%
RWA
906
Ropes Wealth Advisors
Massachusetts
$3.28M +$47.2K +429 +2%
RA
907
RiverPark Advisors
New York
$3.27M -$742K -6,739 -19%
MCWS
908
McKinley Carter Wealth Services
West Virginia
$3.26M +$3.41K +31 +0.1%
RCM
909
RNC Capital Management
California
$3.26M -$218K -1,979 -6%
IC
910
Investment Counsel
Michigan
$3.26M +$302K +2,740 +11%
PA
911
Perennial Advisors
New York
$3.24M +$29.9K +272 +1%
IAA
912
Independent Advisor Alliance
North Carolina
$3.24M +$122K +1,109 +4%
NMIFOAC
913
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.21M
RCM
914
Riverhead Capital Management
Delaware
$3.21M +$1.52M +13,764 +95%
WWM
915
Willingdon Wealth Management
North Carolina
$3.2M -$876K -7,958 -22%
FA
916
FDx Advisors
Illinois
$3.19M -$372K -3,380 -11%
FCI
917
Financial Counselors Inc
Kansas
$3.19M -$175K -1,593 -5%
TSWM
918
Triangle Securities Wealth Management
North Carolina
$3.18M +$14.9K +135 +0.5%
BCA
919
Bray Capital Advisors
Florida
$3.18M +$143K +1,298 +5%
ECM
920
Estabrook Capital Management
New York
$3.18M -$218K -1,976 -7%
NM
921
Nokota Management
New York
$3.17M -$2.42M -22,000 -44%
PCM
922
Parsons Capital Management
Rhode Island
$3.17M +$506K +4,595 +20%
TF
923
Tompkins Financial
New York
$3.17M -$32.3K -293 -1%
PJSIMP
924
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.17M +$49.7K +451 +2%
WAM
925
Weatherly Asset Management
California
$3.16M +$141K +1,279 +5%

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.