We are live on ! Find out more
DIS icon

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
BKA
901
Brick & Kyle Associates
Pennsylvania
$3.12M -$21.9K -200 -0.7%
RCM
902
RNC Capital Management
California
$3.12M +$70.5K +644 +2%
PAM
903
PineView Asset Management
Connecticut
$3.12M +$15.9K +145 +0.5%
RIL
904
Rothschild Investment LLC
Illinois
$3.12M +$395K +3,610 +14%
HT
905
Heritage Trust
Oklahoma
$3.11M -$558K -5,095 -15%
WS
906
Wedbush Securities
California
$3.1M -$287K -2,617 -8%
WWM
907
Willingdon Wealth Management
North Carolina
$3.1M +$102K +930 +3%
IGGA
908
Iron Gate Global Advisors
Utah
$3.08M +$3.18M +29,039 New
PCM
909
Parsons Capital Management
Rhode Island
$3.07M +$95.7K +874 +3%
IC
910
Investment Counsel
Michigan
$3.03M -$24.6K -225 -0.8%
WAM
911
Wealthspire Advisors (Maryland)
Maryland
$3.01M +$745K +6,803 +32%
NMIFOAC
912
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.01M
BRWA
913
B. Riley Wealth Advisors
Florida
$3.01M +$1.08M +9,880 +54%
BCA
914
Bray Capital Advisors
Florida
$3M +$24.6K +225 +0.8%
PCTC
915
Perkins Coie Trust Company
Washington
$3M +$65.3K +596 +2%
CB
916
Community Bank
New York
$2.99M +$112K +1,020 +4%
TSWM
917
Triangle Securities Wealth Management
North Carolina
$2.99M +$6.46K +59 +0.2%
TBNY
918
Trustco Bank (New York)
New York
$2.98M +$73.9K +675 +2%
GAM
919
Garrison Asset Management
Arkansas
$2.96M +$14.8K +135 +0.5%
LNB
920
Ledyard National Bank
$2.96M +$251K +2,295 +9%
FFWA
921
FRG Family Wealth Advisors
Washington
$2.95M +$170K +1,548 +6%
BDF
922
Balasa Dinverno & Foltz
$2.94M +$49.9K +456 +2%
TF
923
Tompkins Financial
New York
$2.94M -$24.5K -224 -0.8%
BFEC
924
Benjamin F. Edwards & Company
Missouri
$2.94M -$15.3K -140 -0.5%
BHWM
925
Bar Harbor Wealth Management
New Hampshire
$2.93M -$653K -5,963 -18%

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.