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Walt Disney
DIS

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: 187 → 207 (+20)

1.73% more ownership

Funds ownership: 61.08% → 62.81% (+1.7%)

1% more funds holding

Funds holding: 1,933 → 1,956 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.84B
2
JP Morgan Chase
JP Morgan Chase
New York
+$735M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
4
Citigroup
Citigroup
New York
+$358M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$329M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$304M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$286M
3
Renaissance Technologies
Renaissance Technologies
New York
-$247M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$241M
5
AC
Alleghany Corporation
New York
-$178M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1001
Simmons Bank
Arkansas
$2.64M -$92.6K -841 -3%
JIC
1002
Joel Isaacson & Co
New York
$2.64M +$41K +372 +2%
AMG
1003
Asset Management Group
Connecticut
$2.63M -$404K -3,667 -14%
LPC
1004
Loeb Partners Corp
New York
$2.62M +$551K +5,000 +28%
WKWM
1005
Walter & Keenan Wealth Management
Indiana
$2.6M +$385K +3,500 +18%
FPA
1006
First Pacific Advisors
California
$2.58M – – –
NP
1007
NS Partners
United Kingdom
$2.58M -$4.84K -44 -0.2%
CCC
1008
Chelsea Counsel Company
California
$2.57M -$22K -200 -0.9%
CBU
1009
CIBC Bank USA
Illinois
$2.57M -$18.7K -170 -0.7%
Jennison Associates
1010
Jennison Associates
New York
$2.55M -$27.5M -249,901 -92%
KCMRT
1011
Kemper Corp Master Retirement Trust
Illinois
$2.55M -$275K -2,500 -10%
HCM
1012
Harvey Capital Management
Florida
$2.55M -$13.2K -120 -0.5%
CFG
1013
Citizens Financial Group
Rhode Island
$2.54M -$57.8K -525 -2%
MWP
1014
MYCIO Wealth Partners
Pennsylvania
$2.53M +$243K +2,203 +11%
SSP
1015
Sapphire Star Partners
Washington
$2.53M -$22K -200 -0.9%
ACP
1016
Arrowgrass Capital Partners
United Kingdom
$2.53M +$2.46M +22,298 New
CC
1017
Cognios Capital
Kansas
$2.52M -$120K -1,087 -5%
BG
1018
Bollard Group
Massachusetts
$2.52M +$283K +2,567 +13%
NA
1019
Navellier & Associates
Nevada
$2.52M -$33K -300 -1%
MHC
1020
Meyer Handelman Company
New York
$2.51M – – –
JCM
1021
Jag Capital Management
Missouri
$2.5M -$3.16M -28,690 -57%
WIA
1022
Westbourne Investment Advisors
Maryland
$2.5M -$185K -1,684 -7%
MAM
1023
Meeder Asset Management
Ohio
$2.48M +$2.41M +21,911 New
LSV Asset Management
1024
LSV Asset Management
Illinois
$2.48M +$198K +1,800 +9%
BA
1025
Bennicas & Associates
California
$2.47M – – –
39 40
41
42 43

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.