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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
BJL
1226
Brighton Jones LLC
Washington
$1.31M +$78K +712 +4%
TRCT
1227
Tower Research Capital (TRC)
New York
$1.31M +$1.33M +12,129 +5,464%
AssetMark Inc
1228
AssetMark Inc
California
$1.31M -$2.63K -24 -0.2%
B
1229
BancorpSouth
Mississippi
$1.31M +$65.8K +601 +5%
CT
1230
Coastline Trust
Rhode Island
$1.3M +$102K +930 +8%
MCM
1231
Millie Capital Management
California
$1.3M -$566K -5,169 -30%
CA
1232
Continuum Advisory
Idaho
$1.29M +$18.7K +171 +1%
OIA
1233
Optimum Investment Advisors
Illinois
$1.29M -$40.1K -366 -3%
SFA
1234
Sequoia Financial Advisors
Ohio
$1.28M +$104K +947 +9%
CTB
1235
Country Trust Bank
Illinois
$1.28M +$7.01K +64 +0.5%
Capital Fund Management (CFM)
1236
Capital Fund Management (CFM)
France
$1.28M +$1.31M +12,007 New
KC
1237
Kingfisher Capital
North Carolina
$1.26M +$28.3K +258 +2%
SBSB
1238
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.26M -$4.6K -42 -0.4%
MCM
1239
Monarch Capital Management
Indiana
$1.26M -$219 -2 -0%
YWP
1240
YorkBridge Wealth Partners
New York
$1.26M +$22.9K +209 +2%
CAM
1241
Congress Asset Management
Massachusetts
$1.25M -$49.8M -454,423 -97%
AWM
1242
AE Wealth Management
Kansas
$1.25M +$761K +6,948 +143%
SRC
1243
Shufro Rose & Co
New York
$1.24M +$63.8K +583 +5%
MCM
1244
Manchester Capital Management
Vermont
$1.24M +$3.29K +30 +0.3%
BO
1245
Bank OZK
Arkansas
$1.23M -$110 -1 -0%
WMG
1246
WESCAP Management Group
California
$1.22M -$6.46K -59 -0.5%
AFM
1247
Abbot Financial Management
Massachusetts
$1.22M +$1.26M +11,462 New
DHFB
1248
Dixon Hubard Feinour & Brown
Virginia
$1.21M
BSW
1249
Buckingham Strategic Wealth
Missouri
$1.21M +$5.58K +51 +0.5%
EWM
1250
Edge Wealth Management
New York
$1.2M -$60.2K -550 -5%

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.