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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
PWPCM
976
Perella Weinberg Partners Capital Management
New York
$2.6M +$1.85M +16,880 +223%
BCM
977
Birmingham Capital Management
Alabama
$2.59M -$39.4K -360 -1%
RFA
978
Reilly Financial Advisors
California
$2.59M +$116K +1,058 +5%
Point72 Asset Management
979
Point72 Asset Management
Connecticut
$2.57M -$155M -1,415,516 -98%
WGCA
980
Wolf Group Capital Advisors
Virginia
$2.56M -$197K -1,801 -7%
LAIC
981
Lederer & Associates Investment Counsel
California
$2.56M -$14.8K -135 -0.6%
OSNBOA
982
Old Second National Bank of Aurora
Illinois
$2.54M +$17.5K +160 +0.7%
LWAC
983
Laurel Wealth Advisors (California)
California
$2.54M +$364K +3,324 +16%
BP
984
Ballentine Partners
Massachusetts
$2.53M +$1.05M +9,599 +68%
BCM
985
BlueCrest Capital Management
Jersey
$2.52M +$2.6M +23,744 New
PFT
986
Providence First Trust
Arizona
$2.52M +$2.59M +23,691 New
KCPG
987
Kavar Capital Partners Group
Kansas
$2.52M +$30.1K +275 +1%
ANRIA
988
American National Registered Investment Advisor
Texas
$2.51M -$2.74K -25 -0.1%
BA
989
Bristlecone Advisors
Washington
$2.51M -$1.53K -14 -0.1%
BMO
990
Beck Mack & Oliver
New York
$2.51M
MCM
991
Mengis Capital Management
Oregon
$2.5M +$196K +1,790 +8%
PP
992
Patten & Patten
Tennessee
$2.5M +$8.21K +75 +0.3%
AWM
993
Arbor Wealth Management
Florida
$2.49M -$29.6K -270 -1%
SB
994
Simmons Bank
Arkansas
$2.48M +$10.9K +100 +0.4%
Cetera Investment Advisers
995
Cetera Investment Advisers
Illinois
$2.48M +$251K +2,296 +11%
HT
996
HAP Trading
New York
$2.48M -$24.4M -222,864 -91%
JIC
997
Joel Isaacson & Co
New York
$2.47M
SAM
998
Symphony Asset Management
California
$2.47M -$124K -1,132 -5%
BMC
999
Beaton Management Company
Massachusetts
$2.46M +$2.53M +23,142 New
NCM
1000
Nelson Capital Management
California
$2.46M -$3.48M -31,740 -58%

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.