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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
FIMG
1026
Financial & Investment Management Group
Michigan
$2.3M +$18.3K +167 +0.8%
FHA
1027
Flagship Harbor Advisors
Massachusetts
$2.29M +$58.8K +537 +2%
CBU
1028
CIBC Bank USA
Illinois
$2.28M -$129K -1,181 -5%
SSP
1029
Sapphire Star Partners
Washington
$2.27M -$98.6K -900 -4%
NA
1030
Navellier & Associates
Nevada
$2.27M -$87.6K -800 -4%
MWP
1031
MYCIO Wealth Partners
Pennsylvania
$2.26M -$118K -1,074 -5%
KA
1032
Kovack Advisors
Florida
$2.23M +$291K +2,656 +14%
MFS
1033
Monetta Financial Services
Illinois
$2.23M -$438K -4,000 -16%
RB
1034
Rodgers Brothers
Pennsylvania
$2.23M -$24K -219 -1%
SLF
1035
Sun Life Financial
Ontario, Canada
$2.23M +$2.28M +20,834 +23,409%
WIA
1036
Westbourne Investment Advisors
Maryland
$2.22M -$125K -1,145 -5%
Tudor Investment Corp
1037
Tudor Investment Corp
Connecticut
$2.2M +$2.27M +20,701 New
AP
1038
AHL Partners
United Kingdom
$2.19M -$7.83M -71,497 -78%
WA1
1039
Wimmer Associates 1
California
$2.17M +$24.1K +220 +1%
CCM
1040
Condor Capital Management
New Jersey
$2.16M -$14.1K -129 -0.6%
BIMC
1041
Benson Investment Management Company
Virginia
$2.15M -$4.93K -45 -0.2%
FCMT
1042
Founders Capital Management (Texas)
Texas
$2.15M +$17K +155 +0.8%
NIC
1043
Northwest Investment Counselors
Oregon
$2.15M +$21.4K +195 +1%
RG
1044
Rikoon Group
New Mexico
$2.13M +$126K +1,155 +6%
FA
1045
Fagan Associates
New York
$2.13M +$119K +1,085 +6%
HSA
1046
HBK Sorce Advisory
Pennsylvania
$2.13M +$96.9K +885 +5%
LOAMS
1047
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.13M +$1.42M +13,000 +185%
CCC
1048
Cincinnati Casualty Company
Ohio
$2.13M
CSUI
1049
Cincinnati Specialty Underwriters Insurance
Ohio
$2.13M
SM
1050
SG3 Management
Puerto Rico
$2.13M +$2.19M +20,000 New

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.