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Walt Disney
DIS

2,106 hedge funds and large institutions have $102B invested in Walt Disney in 2017 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 710 increasing their positions, 880 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more first-time investments, than exits

New positions opened: 319 | Existing positions closed: 63

21% more funds holding in top 10

Funds holding in top 10: 84 → 102 (+18)

13% more funds holding

Funds holding: 1,870 → 2,106 (+236)

9% more capital invested

Capital invested by funds: $93.1B → $102B (+$8.58B)

1.58% more ownership

Funds ownership: 61.18% → 62.76% (+1.6%)

19% less repeat investments, than reductions

Existing positions increased: 710 | Existing positions reduced: 880

32% less call options, than puts

Call options by funds: $2.4B | Put options by funds: $3.53B

Holders
2,106
Holders Change
+236
Holders Change %
+12.62%
% of All Funds
47.77%
Holding in Top 10
102
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+21.43%
% of All Funds
2.31%
New
319
Increased
710
Reduced
880
Closed
63
Calls
$2.4B
Puts
$3.53B
Net Calls
-$1.13B
Net Calls Change
-$5.03M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$465M
2
Citadel Advisors
Citadel Advisors
Florida
+$223M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$192M
4
SIM
SRS Investment Management
New York
+$176M
5
Bessemer Group
Bessemer Group
New Jersey
+$163M

Top Sellers

Rank Fund Capital Flow
1
EIP
Epoch Investment Partners
New York
-$414M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$236M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$181M
4
AL
AJO LP
Pennsylvania
-$169M
5
Capital International Investors
Capital International Investors
California
-$159M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
926
Salient Private Client
Texas
$2.79M +$2.68M +25,967 New
WFG
927
Wills Financial Group
Virginia
$2.77M -$72.1K -700 -3%
IC
928
Investment Counsel
Michigan
$2.77M -$244K -2,370 -8%
CANC
929
Culbertson A N & Co
Virginia
$2.77M +$26.9K +261 +1%
GI
930
GS Investments
Minnesota
$2.76M +$39.1K +380 +2%
WS
931
Wedbush Securities
California
$2.75M -$138K -1,341 -5%
WKWM
932
Walter & Keenan Wealth Management
Indiana
$2.75M +$109K +1,055 +4%
TCM
933
Texan Capital Management
Texas
$2.75M -$70.6K -685 -3%
PA
934
Parallel Advisors
California
$2.74M +$149K +1,444 +6%
TI
935
Trexquant Investment
Connecticut
$2.74M +$2.63M +25,506 New
CCM
936
Check Capital Management
California
$2.74M -$814K -7,901 -24%
BFEC
937
Benjamin F. Edwards & Company
Missouri
$2.74M +$109K +1,058 +4%
LNB
938
Ledyard National Bank
$2.73M -$261K -2,538 -9%
Marshall Wace
939
Marshall Wace
United Kingdom
$2.73M +$2.62M +25,397 New
RFA
940
Reilly Financial Advisors
California
$2.73M +$114K +1,104 +5%
LBC
941
Lowe Brockenbrough & Co
Virginia
$2.73M -$2.06K -20 -0.1%
ASN
942
Advisory Services Network
Georgia
$2.72M +$291K +2,821 +13%
CIS
943
Capital International Sarl
California
$2.72M -$2.87M -27,900 -52%
Koshinski Asset Management
944
Koshinski Asset Management
Illinois
$2.71M +$1.1M +10,681 +74%
BCM
945
Boltwood Capital Management
California
$2.7M -$7.21K -70 -0.3%
BRCM
946
Bright Rock Capital Management
Massachusetts
$2.69M – – –
PC
947
PointState Capital
New York
$2.69M +$2.58M +25,000 New
FWM
948
Frontier Wealth Management
Missouri
$2.68M -$3M -29,169 -54%
KCPG
949
Kavar Capital Partners Group
Kansas
$2.67M -$25.8K -250 -1%
NCM
950
Narwhal Capital Management
Georgia
$2.67M -$1.69M -16,380 -40%
36 37
38
39 40

DIS Hedge Fund Activity: Q4 2017 in Review

2,106 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2017, worth a combined $102B — up 9.2% from $93.1B a quarter earlier.

Buyers outnumbered sellers: 319 funds opened new DIS positions and 63 closed out — a net gain of 256 holders — while 710 added to existing stakes and 880 trimmed.

The largest buyer was BlackRock, adding an estimated $465M. The largest seller was Epoch Investment Partners, cutting an estimated $414M.

  • 2,106 institutional investors held Walt Disney (DIS) as of Q4 2017, up from 1,870 in Q3 2017.
  • Funds reported $102B of Walt Disney stock for Q4 2017, up 9.2% quarter-over-quarter.
  • 319 funds opened new Walt Disney positions in Q4 2017 and 63 closed out, a net change of +256 holders.
  • The largest Walt Disney buyer in Q4 2017 was BlackRock, an estimated $465M added.
  • The largest Walt Disney seller in Q4 2017 was Epoch Investment Partners, an estimated $414M sold.

Based on aggregated 13F filings for Q4 2017.