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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
OCM
951
One Capital Management
California
$2.72M +$86.5K +790 +3%
WCM
952
Weik Capital Management
Pennsylvania
$2.71M +$54.8K +500 +2%
CFA
953
Carroll Financial Associates
North Carolina
$2.7M -$48K -438 -2%
MHC
954
Meyer Handelman Company
New York
$2.69M +$356K +3,250 +15%
GI
955
GS Investments
Minnesota
$2.69M +$2.78M +25,345 New
11A
956
10-15 Associates
New York
$2.68M -$44.3K -405 -2%
HWA
957
HCR Wealth Advisors
California
$2.68M +$49.2K +449 +2%
AI
958
Atria Investments
North Carolina
$2.67M -$23.2K -212 -0.8%
BCM
959
Boltwood Capital Management
California
$2.67M -$10.9K -100 -0.4%
CSM
960
CAMG Solamere Management
North Carolina
$2.66M -$67.7K -618 -2%
CII
961
Capital International Inc
California
$2.66M -$690K -6,300 -20%
KFBMI
962
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.66M
BRCM
963
Bright Rock Capital Management
Massachusetts
$2.66M
ECML
964
Eagle Capital Management (Louisiana)
Louisiana
$2.65M -$34.6K -316 -1%
CANC
965
Culbertson A N & Co
Virginia
$2.64M +$15.3K +140 +0.6%
FFSOTS
966
Fiduciary Financial Services of The Southwest
Texas
$2.63M +$44.9K +410 +2%
WKWM
967
Walter & Keenan Wealth Management
Indiana
$2.63M +$197K +1,800 +8%
MPWT
968
MassMutual Private Wealth & Trust
Connecticut
$2.62M -$1.37M -12,535 -34%
MLL
969
Moody Lynn & Lieberson
Massachusetts
$2.62M +$489K +4,462 +22%
WSC
970
Wellington Shields & Co
New York
$2.61M
ACP
971
Aviance Capital Partners
Florida
$2.61M -$110K -1,005 -4%
IIC
972
Ironwood Investment Counsel
Arizona
$2.61M +$58K +530 +2%
JFA
973
JNBA Financial Advisors
Minnesota
$2.61M -$4.38K -40 -0.2%
MNBTD
974
Moody National Bank Trust Division
Texas
$2.6M -$2.74K -25 -0.1%
ASN
975
Advisory Services Network
Georgia
$2.6M -$342K -3,125 -11%

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.