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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
BGIM
101
Brandywine Global Investment Management
Pennsylvania
$153M +$54.9M +498,872 +59%
VM
102
Valinor Management
New York
$152M +$49.3M +447,700 +50%
US Bancorp
103
US Bancorp
Minnesota
$151M -$1.66M -15,040 -1%
AT
104
AMF Tjänstepension
Sweden
$150M -$1.98M -17,972 -1%
Korea Investment Corp
105
Korea Investment Corp
South Korea
$150M +$25.5M +231,556 +21%
RL
106
Ruffer LLP
United Kingdom
$150M +$24.3M +220,639 +20%
Millennium Management
107
Millennium Management
New York
$148M -$105M -953,808 -42%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$148M -$22.2M -201,645 -13%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$148M +$41.7M +378,713 +41%
Balyasny Asset Management
110
Balyasny Asset Management
Illinois
$148M -$1.87M -16,957 -1%
Westfield Capital Management
111
Westfield Capital Management
Massachusetts
$143M +$48.8M +442,833 +54%
SCM
112
Suvretta Capital Management
New York
$141M +$54.8M +497,620 +67%
Neuberger Berman Group
113
Neuberger Berman Group
New York
$136M -$2.84M -25,781 -2%
AQR Capital Management
114
AQR Capital Management
Connecticut
$135M +$69M +626,245 +111%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$132M -$371K -3,373 -0.3%
EHC
116
Everett Harris & Co
California
$130M +$255K +2,320 +0.2%
PAMU
117
Pictet Asset Management (UK)
United Kingdom
$129M +$12.2M +110,630 +11%
SO
118
STRS Ohio
Ohio
$129M -$2.61M -23,709 -2%
RJA
119
Raymond James & Associates
Florida
$127M +$7.15M +64,944 +6%
FMI
120
Factory Mutual Insurance
Massachusetts
$126M -$4.51M -41,000 -4%
Stifel Financial
121
Stifel Financial
Missouri
$121M -$4.32M -39,190 -4%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$121M -$1.24M -11,263 -1%
National Pension Service
123
National Pension Service
South Korea
$120M +$3.51M +31,888 +3%
SBAM
124
Santa Barbara Asset Management
California
$117M +$2.47M +22,394 +2%
Aviva
125
Aviva
United Kingdom
$113M -$11.9M -108,435 -10%

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.