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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
Coatue Management
76
Coatue Management
New York
$236M -$3.59M -32,796 -1%
Fayez Sarofim & Co
77
Fayez Sarofim & Co
Texas
$217M -$4.87M -44,518 -2%
KFC
78
Klingenstein Fields & Co
New York
$215M +$3.8M +34,666 +2%
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$208M +$16.8M +153,429 +8%
MPI
80
Mairs & Power Inc
Minnesota
$207M +$6.93M +63,291 +3%
Barclays
81
Barclays
United Kingdom
$204M +$57M +520,767 +37%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$194M +$1.4M +12,814 +0.7%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$193M +$37.8M +345,630 +23%
Citigroup
84
Citigroup
New York
$192M -$244M -2,224,571 -55%
TD Asset Management
85
TD Asset Management
Ontario, Canada
$183M +$11M +100,499 +6%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$182M -$52.3M -477,996 -22%
Renaissance Technologies
87
Renaissance Technologies
New York
$182M +$36.7M +335,207 +24%
HFS
88
HL Financial Services
Kentucky
$180M +$1.31M +11,983 +0.7%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$180M +$42.2M +385,154 +29%
MG
90
Markel Group
Virginia
$179M +$2.63M +24,000 +1%
Credit Agricole
91
Credit Agricole
France
$176M +$27.9M +254,651 +18%
PAMU
92
Pictet Asset Management (UK)
United Kingdom
$176M +$54.2M +495,310 +44%
KeyBank National Association
93
KeyBank National Association
Ohio
$176M -$1.1M -10,036 -0.6%
RL
94
Ruffer LLP
United Kingdom
$170M +$31.3M +285,918 +22%
BGIM
95
Brandywine Global Investment Management
Pennsylvania
$162M +$19.3M +176,008 +13%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$153M +$13M +119,108 +9%
AT
97
AMF Tjänstepension
Sweden
$150M
PI
98
Putnam Investments
Massachusetts
$146M -$50.1M -457,276 -25%
Adage Capital Partners
99
Adage Capital Partners
Massachusetts
$142M -$138M -1,264,232 -49%
US Bancorp
100
US Bancorp
Minnesota
$140M -$1.43M -13,092 -1%

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.