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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
TSS
1226
Two Sigma Securities
New York
$1.42M +$78K +708 +6%
CPA
1227
Court Place Advisors
Maryland
$1.42M -$43.4K -394 -3%
AIIMS
1228
Analyst IMS Investment Management Services
Israel
$1.42M
OIA
1229
Optimum Investment Advisors
Illinois
$1.42M -$31.8K -289 -2%
BAM
1230
Baring Asset Management
United Kingdom
$1.41M +$1.14M +10,320 +480%
DAM
1231
Doheny Asset Management
California
$1.41M -$12.4K -113 -0.9%
AssetMark Inc
1232
AssetMark Inc
California
$1.4M -$204K -1,852 -13%
PCP
1233
Proficio Capital Partners
Massachusetts
$1.39M +$127K +1,151 +10%
WPC
1234
Waters Parkerson & Co
Louisiana
$1.39M -$5.5K -50 -0.4%
PFBT
1235
Parkside Financial Bank & Trust
Missouri
$1.39M -$90.6K -823 -6%
FMT
1236
First Mercantile Trust
Tennessee
$1.39M -$1.38M -12,550 -51%
ZCI
1237
Zevenbergen Capital Investments
Washington
$1.38M -$220 -2 -0%
MLIC
1238
Mandatum Life Insurance Company
Finland
$1.36M
ATIA
1239
American Trust Investment Advisors
New Hampshire
$1.36M +$136K +1,234 +11%
GXMC
1240
Global X Management Company
New York
$1.36M +$184K +1,674 +16%
CG
1241
Colony Group
Massachusetts
$1.36M -$771 -7 -0.1%
CA
1242
Continuum Advisory
Idaho
$1.36M +$1.32M +11,965 New
CTB
1243
Country Trust Bank
Illinois
$1.35M
SBSB
1244
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.35M -$155K -1,407 -11%
MCM
1245
Monarch Capital Management
Indiana
$1.34M -$5.5K -50 -0.4%
EWM
1246
Edge Wealth Management
New York
$1.34M +$224K +2,037 +21%
WPW
1247
Waldron Private Wealth
Pennsylvania
$1.33M +$806K +7,321 +164%
MWM
1248
Meridian Wealth Management
Kentucky
$1.33M +$46.8K +425 +4%
B
1249
BancorpSouth
Mississippi
$1.32M +$43.4K +394 +3%
EI
1250
Elkhorn Investments
Illinois
$1.32M +$1.29M +11,673 New

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.