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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
DIA
1051
Denver Investment Advisors
Colorado
$2.12M -$685K -6,257 -24%
SGA
1052
Strategic Global Advisors
California
$2.12M -$152K -1,390 -7%
CWM
1053
Concentric Wealth Management
California
$2.12M -$38.9K -355 -2%
SC
1054
Searle & Co
Connecticut
$2.11M
WP
1055
WMS Partners
Maryland
$2.1M +$324K +2,960 +18%
CHJWM
1056
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.1M +$19.2K +175 +0.9%
NAMP
1057
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.09M -$37.2K -340 -2%
CWM
1058
CMH Wealth Management
New Hampshire
$2.07M +$2.11M +19,255 New
ITIM
1059
Indiana Trust & Investment Management
Indiana
$2.06M
SIMM
1060
Stillwater Investment Management (Minnesota)
Minnesota
$2.06M -$64.6K -590 -3%
DAS
1061
Dynamic Advisor Solutions
Arizona
$2.06M +$131K +1,192 +7%
GW
1062
GW & Wade
Massachusetts
$2.06M -$28.5K -260 -1%
FHC
1063
First Houston Capital
Texas
$2.05M -$164K -1,500 -7%
ST
1064
Smithfield Trust
Pennsylvania
$2.05M
ANB
1065
Amarillo National Bank
Texas
$2.04M
HCM
1066
Hall Capital Management
Rhode Island
$2.04M +$63.4K +579 +3%
FIM
1067
Fruth Investment Management
Texas
$2.03M
RAM
1068
Redmond Asset Management
Virginia
$2.02M -$2.52K -23 -0.1%
EHWM
1069
Eads & Heald Wealth Management
Georgia
$2.02M -$41.1K -375 -2%
BO
1070
BRR OpCo
Ohio
$2.02M -$125K -1,146 -6%
BIM
1071
Bridgecreek Investment Management
Oklahoma
$2.02M +$78.8K +720 +4%
IFWM
1072
Institute for Wealth Management
Colorado
$2.02M +$2.07M +18,916 New
RIM
1073
Rampart Investment Management
Connecticut
$2M +$1.62M +14,804 +367%
CCM
1074
Compton Capital Management
Rhode Island
$2M +$90.9K +830 +5%
APP
1075
Avantax Planning Partners
Iowa
$2M +$328K +2,999 +19%

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.