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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
TC
1201
Telemus Capital
Michigan
$1.57M +$378K +3,436 +33%
TH
1202
TCTC Holdings
Texas
$1.57M
CL
1203
Choreo LLC
Illinois
$1.57M +$59.5K +540 +4%
MA
1204
Montag & Associates
Georgia
$1.56M -$270K -2,455 -15%
HCA
1205
Harbour Capital Advisors
Virginia
$1.55M -$4.4K -40 -0.3%
EM
1206
ELCO Management
New York
$1.54M -$2.2K -20 -0.1%
SGCA
1207
Steel Grove Capital Advisors
Tennessee
$1.53M -$232K -2,109 -13%
BHBT
1208
Burke & Herbert Bank & Trust
Virginia
$1.53M +$96.9K +880 +7%
IP
1209
Investment Partners
Ohio
$1.5M -$109K -992 -7%
CWA
1210
Cypress Wealth Advisors
California
$1.5M -$8.81K -80 -0.6%
BIC
1211
Beach Investment Counsel
Pennsylvania
$1.5M
IAMOG
1212
Investors Asset Management of Georgia
Georgia
$1.5M +$5.5K +50 +0.4%
Susquehanna International Group
1213
Susquehanna International Group
Pennsylvania
$1.48M +$82.5K +749 +6%
FFEC
1214
First Financial Equity Corporation
Arizona
$1.46M +$1.42M +12,929 New
SCM
1215
Southport Capital Management
Tennessee
$1.45M +$29.9K +272 +2%
PP
1216
Paloma Partners
Connecticut
$1.45M -$2.63M -23,889 -65%
TL
1217
Tirschwell & Loewy
New York
$1.45M -$55.1K -500 -4%
NFC
1218
Northeast Financial Consultants
Connecticut
$1.45M -$110K -1,000 -7%
KLI
1219
Kelman-Lazarov Inc
Tennessee
$1.45M -$18.7K -170 -1%
EA
1220
Edge Advisors
Georgia
$1.44M +$153K +1,390 +12%
PIM
1221
Perkins Investment Management
Illinois
$1.44M -$4.02M -36,498 -74%
GS
1222
Girard Securities
California
$1.44M +$16.8K +153 +1%
QC
1223
QCM Cayman
Texas
$1.43M +$1.39M +12,619 New
LA
1224
Lau Associates
Delaware
$1.43M +$55.6K +505 +4%
VKH
1225
Virtu KCG Holdings
New York
$1.42M -$786K -7,142 -36%

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.