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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
VM
101
Valinor Management
New York
$139M -$4.07M -37,200 -3%
Canada Life
102
Canada Life
Manitoba, Canada
$138M -$22M -200,990 -13%
FAM
103
Fred Alger Management
New York
$136M -$75.9M -693,163 -35%
SOMRS
104
State of Michigan Retirement System
Michigan
$133M -$10.9M -99,800 -7%
BPC
105
Banque Pictet & Cie
Switzerland
$131M -$22.8M -207,897 -14%
FMI
106
Factory Mutual Insurance
Massachusetts
$126M +$8.21M +75,000 +7%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$126M -$13.5M -122,869 -9%
National Pension Service
108
National Pension Service
South Korea
$125M +$13.5M +123,144 +12%
Neuberger Berman Group
109
Neuberger Berman Group
New York
$125M -$2.27M -20,754 -2%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$125M -$50.8M -463,514 -28%
Westfield Capital Management
111
Westfield Capital Management
Massachusetts
$124M -$10.4M -95,236 -8%
EHC
112
Everett Harris & Co
California
$122M +$346K +3,163 +0.3%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$121M -$2.8M -25,538 -2%
RJA
114
Raymond James & Associates
Florida
$117M -$1.94M -17,752 -2%
NFA
115
Nationwide Fund Advisors
Ohio
$117M +$26.9M +245,670 +29%
Stifel Financial
116
Stifel Financial
Missouri
$114M +$380K +3,474 +0.3%
Public Employees Retirement Association of Colorado
117
Public Employees Retirement Association of Colorado
Colorado
$113M -$350K -3,199 -0.3%
SO
118
STRS Ohio
Ohio
$112M -$8.65M -78,964 -7%
SCM
119
Suvretta Capital Management
New York
$111M -$21.3M -194,698 -16%
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$107M +$4.55M +41,546 +4%
SBAM
121
Santa Barbara Asset Management
California
$106M -$3.69M -33,736 -3%
Aviva
122
Aviva
United Kingdom
$106M +$307K +2,800 +0.3%
GIA
123
Gateway Investment Advisers
Ohio
$100M +$93.4K +853 +0.1%
BCIM
124
British Columbia Investment Management
British Columbia, Canada
$100M +$1.18M +10,804 +1%
Calamos Advisors
125
Calamos Advisors
Illinois
$98.5M +$267K +2,438 +0.3%

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.