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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
GIM
1176
Groesbeck Investment Management
New Jersey
$1.53M
MA
1177
Montag & Associates
Georgia
$1.53M +$65.7K +600 +4%
VKH
1178
Virtu KCG Holdings
New York
$1.53M +$204K +1,862 +15%
WA
1179
Waverly Advisors
Alabama
$1.52M -$289K -2,637 -16%
AIS
1180
American Investment Services
Massachusetts
$1.52M
SGCA
1181
Steel Grove Capital Advisors
Tennessee
$1.52M +$82.6K +754 +6%
CCC
1182
Chelsea Counsel Company
California
$1.51M -$928K -8,475 -37%
EI
1183
Elkhorn Investments
Illinois
$1.51M +$253K +2,311 +20%
CCG
1184
Cypress Capital Group
Florida
$1.5M
BOH
1185
Bank of Hawaii
Hawaii
$1.5M -$10.3K -94 -0.7%
ADL
1186
Asset Dedication LLC
California
$1.49M -$68.5K -626 -4%
AMCA
1187
Arthur M. Cohen & Associates
Illinois
$1.49M -$30.9K -282 -2%
TH
1188
TCTC Holdings
Texas
$1.47M
ECAM
1189
East Coast Asset Management
Massachusetts
$1.47M -$39.3K -359 -3%
IP
1190
Investment Partners
Ohio
$1.46M +$55.2K +504 +4%
ATC
1191
Adirondack Trust Company
New York
$1.46M -$364K -3,325 -20%
ACM
1192
Aviance Capital Management
Florida
$1.45M -$1.31M -11,920 -47%
ACS
1193
Archford Capital Strategies
Illinois
$1.44M -$38.8K -354 -3%
SC
1194
Savant Capital
Illinois
$1.44M -$161K -1,472 -10%
RCAG
1195
Rehmann Capital Advisory Group
Michigan
$1.44M -$501K -4,571 -25%
HAIM
1196
Hunter Associates Investment Management
Pennsylvania
$1.43M -$42.7K -390 -3%
TL
1197
Tirschwell & Loewy
New York
$1.43M +$76.7K +700 +5%
EM
1198
ELCO Management
New York
$1.43M -$17.4K -159 -1%
GXMC
1199
Global X Management Company
New York
$1.43M +$156K +1,423 +12%
CCT
1200
Capital City Trust
Florida
$1.43M -$207K -1,890 -12%

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.