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
CCA
926
Checchi Capital Advisers
California
$2.92M -$333K -3,039 -10%
RCM
927
Radnor Capital Management
Pennsylvania
$2.91M
AMM
928
American Money Management
California
$2.91M +$119K +1,091 +4%
MWM
929
Marietta Wealth Management
Georgia
$2.89M +$123K +1,122 +4%
DLCIG
930
D.L. Carlson Investment Group
New Hampshire
$2.89M -$27.3K -249 -0.9%
LCM
931
Liberty Capital Management
Michigan
$2.88M +$18.1K +165 +0.6%
CHC
932
City Holding Co
West Virginia
$2.87M +$390K +3,558 +15%
ECM
933
Estabrook Capital Management
New York
$2.87M -$105K -961 -3%
PWAP
934
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.87M -$5.47K -50 -0.2%
AP
935
Advisor Partners
California
$2.87M +$101K +920 +4%
PA
936
Parallel Advisors
California
$2.86M -$91K -831 -3%
UFF
937
USA Financial Formulas
Michigan
$2.86M +$2.95M +26,916 New
QSS
938
Quantitative Systematic Strategies
Florida
$2.86M +$2.96M +27,034 New
TCM
939
Texan Capital Management
Texas
$2.85M +$63K +575 +2%
FNBOMD
940
First National Bank of Mount Dora
Florida
$2.84M -$242K -2,210 -8%
BFO
941
Boston Family Office
Massachusetts
$2.84M +$159K +1,455 +6%
CIA
942
Capital Investment Advisors
Georgia
$2.83M +$293K +2,674 +11%
FCI
943
Financial Counselors Inc
Kansas
$2.79M -$207K -1,892 -7%
SFG
944
Summit Financial Group
West Virginia
$2.78M +$2.87M +26,200 New
OA
945
Outfitter Advisors
Virginia
$2.76M +$84.3K +770 +3%
WFG
946
Wills Financial Group
Virginia
$2.75M +$30.1K +275 +1%
ZCA
947
Zeke Capital Advisors
Pennsylvania
$2.75M +$635K +5,797 +29%
CC
948
Courier Capital
New York
$2.73M -$49.3K -450 -2%
MMG
949
Monetary Management Group
Missouri
$2.72M +$41.1K +375 +1%
BSWMG
950
Barrington Strategic Wealth Management Group
Illinois
$2.72M -$85.5K -781 -3%

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.