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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
BFEC
926
Benjamin F. Edwards & Company
Missouri
$3.15M -$50.9K -462 -2%
HAG
927
HighPoint Advisor Group
Illinois
$3.15M -$75.1K -682 -2%
GAM
928
Garrison Asset Management
Arkansas
$3.14M +$10.5K +95 +0.3%
PCTC
929
Perkins Coie Trust Company
Washington
$3.13M -$22.1K -201 -0.7%
LCM
930
Liberty Capital Management
Michigan
$3.13M -$21.6K -196 -0.7%
ASN
931
Advisory Services Network
Georgia
$3.13M +$3.04M +27,590 New
SFSIG
932
San Francisco Sentry Investment Group
California
$3.12M +$344K +3,123 +13%
RCM
933
Radnor Capital Management
Pennsylvania
$3.11M +$8.26K +75 +0.3%
DLCIG
934
D.L. Carlson Investment Group
New Hampshire
$3.11M +$3.85K +35 +0.1%
TBNY
935
Trustco Bank (New York)
New York
$3.1M -$13.8K -125 -0.5%
4IG
936
440 Investment Group
Kansas
$3.1M +$3.01M +27,312 New
BDF
937
Balasa Dinverno & Foltz
$3.09M -$4.96K -45 -0.2%
CB
938
Community Bank
New York
$3.08M -$30.3K -275 -1%
PWAP
939
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.07M +$1.98K +18 +0.1%
FP
940
FDO Partners
Massachusetts
$3.02M +$2.32M +21,040 +374%
AL
941
AJO LP
Pennsylvania
$3.01M +$2.92M +26,548 New
CWM
942
Concert Wealth Management
California
$3M +$31.5K +286 +1%
PA
943
Parallel Advisors
California
$3M +$206K +1,868 +7%
BSWMG
944
Barrington Strategic Wealth Management Group
Illinois
$2.99M -$98.7K -896 -3%
DIA
945
Denver Investment Advisors
Colorado
$2.98M -$261K -2,373 -8%
TCM
946
Texan Capital Management
Texas
$2.97M +$1.1K +10 +0%
FFWA
947
FRG Family Wealth Advisors
Washington
$2.96M +$163K +1,483 +6%
CC
948
Courier Capital
New York
$2.96M +$5.29K +48 +0.2%
MWM
949
Marietta Wealth Management
Georgia
$2.96M +$414K +3,764 +17%
AP
950
Advisor Partners
California
$2.96M +$439K +3,985 +18%

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.