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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
ZCA
1051
Zeke Capital Advisors
Pennsylvania
$2.27M +$680K +6,179 +45%
CCC
1052
Cincinnati Casualty Company
Ohio
$2.27M
CSUI
1053
Cincinnati Specialty Underwriters Insurance
Ohio
$2.27M
SIMM
1054
Stillwater Investment Management (Minnesota)
Minnesota
$2.27M -$29.8K -271 -1%
NAMP
1055
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.27M -$898K -8,153 -29%
SC
1056
Searle & Co
Connecticut
$2.25M +$93.6K +850 +4%
BMC
1057
Benin Management Corp
Connecticut
$2.25M +$18.7K +170 +0.9%
LWM
1058
Lyell Wealth Management
California
$2.25M +$42.9K +390 +2%
GW
1059
GW & Wade
Massachusetts
$2.23M +$43.6K +396 +2%
CHJWM
1060
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.22M +$25.1K +228 +1%
ITIM
1061
Indiana Trust & Investment Management
Indiana
$2.2M +$17.6K +160 +0.8%
CT
1062
Clearstead Trust
Maine
$2.2M +$487K +4,426 +24%
EHWM
1063
Eads & Heald Wealth Management
Georgia
$2.2M -$29.2K -265 -1%
NIMI
1064
Natixis Investment Managers International
France
$2.19M +$213K +1,934 +11%
DM
1065
Delphi Management
Massachusetts
$2.19M +$1.43K +13 +0.1%
RG
1066
Rikoon Group
New Mexico
$2.19M -$49.5K -450 -2%
ST
1067
Smithfield Trust
Pennsylvania
$2.19M -$133K -1,207 -6%
ANB
1068
Amarillo National Bank
Texas
$2.18M
HAI
1069
Hennessy Advisors Inc
California
$2.18M +$2.11M +19,200 New
HSA
1070
HBK Sorce Advisory
Pennsylvania
$2.17M -$13.7K -124 -0.6%
RAM
1071
Redmond Asset Management
Virginia
$2.16M -$31.5K -286 -1%
FIM
1072
Fruth Investment Management
Texas
$2.16M -$63.2K -574 -3%
FA
1073
Fagan Associates
New York
$2.15M +$58.5K +531 +3%
CAM
1074
Covenant Asset Management
New Jersey
$2.14M -$202K -1,837 -9%
QI
1075
Quotient Investors
New York
$2.14M +$165K +1,500 +9%

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.