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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
BFM
1201
Boston Financial Management
Massachusetts
$1.42M -$162K -1,480 -10%
JFL
1202
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.42M -$420K -3,833 -22%
RIM
1203
Regent Investment Management
Kentucky
$1.42M +$256K +2,335 +21%
NAMA
1204
Nikko Asset Management Americas
New York
$1.41M +$197K +1,800 +16%
TC
1205
Telemus Capital
Michigan
$1.41M -$62.2K -568 -4%
BHBT
1206
Burke & Herbert Bank & Trust
Virginia
$1.4M -$35K -320 -2%
PG
1207
Proffitt & Goodson
Tennessee
$1.4M -$106K -970 -7%
HCA
1208
Harbour Capital Advisors
Virginia
$1.39M -$63K -575 -4%
KLI
1209
Kelman-Lazarov Inc
Tennessee
$1.39M +$33.8K +309 +2%
IAMOG
1210
Investors Asset Management of Georgia
Georgia
$1.39M -$16.4K -150 -1%
CL
1211
Choreo LLC
Illinois
$1.38M -$92.4K -844 -6%
BAM
1212
Baring Asset Management
United Kingdom
$1.38M +$54.3K +496 +4%
LNC
1213
Lincoln National Corp
Pennsylvania
$1.37M +$267K +2,438 +23%
SCM
1214
Southport Capital Management
Tennessee
$1.36M -$2.74K -25 -0.2%
NFC
1215
Northeast Financial Consultants
Connecticut
$1.35M
CPIG
1216
Chicago Partners Investment Group
Illinois
$1.35M +$996K +9,093 +241%
MBT
1217
Montecito Bank & Trust
California
$1.35M -$370K -3,380 -21%
PCP
1218
Proficio Capital Partners
Massachusetts
$1.35M -$55.6K -508 -4%
LA
1219
Lau Associates
Delaware
$1.34M
CPA
1220
Court Place Advisors
Maryland
$1.33M +$7.67K +70 +0.6%
WPC
1221
Waters Parkerson & Co
Louisiana
$1.33M +$32.9K +300 +2%
AIIMS
1222
Analyst IMS Investment Management Services
Israel
$1.33M
PFBT
1223
Parkside Financial Bank & Trust
Missouri
$1.33M +$26.3K +240 +2%
DAM
1224
Doheny Asset Management
California
$1.32M -$5.47K -50 -0.4%
ATIA
1225
American Trust Investment Advisors
New Hampshire
$1.31M +$36.8K +336 +3%

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.