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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
Fayez Sarofim & Co
76
Fayez Sarofim & Co
Texas
$236M -$15.8M -143,189 -6%
LT
77
Lindsell Train
United Kingdom
$234M +$6.78M +61,600 +3%
KFC
78
Klingenstein Fields & Co
New York
$226M -$349K -3,169 -0.2%
FAM
79
Fred Alger Management
New York
$223M +$215M +1,953,302 +12,136%
MPI
80
Mairs & Power Inc
Minnesota
$213M +$26.1M +237,418 +14%
PI
81
Putnam Investments
Massachusetts
$208M +$45.9M +416,490 +29%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$206M +$4.21M +38,201 +2%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$205M -$43.2M -392,276 -18%
HFS
84
HL Financial Services
Kentucky
$191M +$2.35M +21,371 +1%
KeyBank National Association
85
KeyBank National Association
Ohio
$189M -$3.9M -35,450 -2%
MG
86
Markel Group
Virginia
$189M +$1.87M +17,000 +1%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$186M +$31.4M +285,110 +21%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$184M +$100M +912,582 +128%
HMP
89
HS Management Partners
New York
$181M -$2.31M -21,000 -1%
Viking Global Investors
90
Viking Global Investors
Connecticut
$180M -$90M -817,216 -34%
VVP
91
Vulcan Value Partners
Alabama
$178M -$66.9M -607,240 -28%
Canada Life
92
Canada Life
Manitoba, Canada
$171M -$572K -5,199 -0.3%
Brown Advisory
93
Brown Advisory
Maryland
$169M -$11.3M -102,367 -6%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$167M +$15.9M +144,077 +11%
Point72 Asset Management
95
Point72 Asset Management
Connecticut
$163M +$69.6M +631,780 +78%
BPC
96
Banque Pictet & Cie
Switzerland
$163M -$27.9M -252,979 -15%
Credit Agricole
97
Credit Agricole
France
$159M -$27.9M -253,645 -15%
Barclays
98
Barclays
United Kingdom
$159M +$4.35M +39,518 +3%
Renaissance Technologies
99
Renaissance Technologies
New York
$156M -$247M -2,246,307 -62%
SOMRS
100
State of Michigan Retirement System
Michigan
$154M +$63.1M +573,000 +73%

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.