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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
KC
1251
Kingfisher Capital
North Carolina
$1.32M -$1.21K -11 -0.1%
BJL
1252
Brighton Jones LLC
Washington
$1.32M +$1.56M +14,167 +637%
BO
1253
Bank OZK
Arkansas
$1.32M -$24.1K -219 -2%
MCM
1254
Manchester Capital Management
Vermont
$1.32M -$19.8K -180 -2%
ACC
1255
Accident Compensation Corp
New Zealand
$1.31M -$220K -2,000 -15%
CWP
1256
Capital Wealth Planning
Florida
$1.31M +$62.2K +565 +5%
YWP
1257
YorkBridge Wealth Partners
New York
$1.31M +$217K +1,975 +21%
WMG
1258
WESCAP Management Group
California
$1.31M -$234K -2,126 -16%
IAS
1259
IMA Advisory Services
Colorado
$1.3M +$187K +1,696 +17%
NAMA
1260
Nikko Asset Management Americas
New York
$1.3M +$44K +400 +4%
IWM
1261
IHT Wealth Management
Illinois
$1.29M +$28.4K +258 +2%
DHFB
1262
Dixon Hubard Feinour & Brown
Virginia
$1.29M
ICM
1263
Ionic Capital Management
New York
$1.29M +$1.25M +11,350 New
CT
1264
Coastline Trust
Rhode Island
$1.28M +$311K +2,828 +33%
WA
1265
WFG Advisors
Texas
$1.28M -$1M -9,098 -45%
BSW
1266
Buckingham Strategic Wealth
Missouri
$1.28M +$270K +2,450 +28%
FRM
1267
Fox Run Management
Connecticut
$1.27M +$1.23M +11,200 New
ATC
1268
Argent Trust Co
Tennessee
$1.27M +$97.9K +889 +9%
PAM
1269
Paradigm Asset Management
New York
$1.27M -$250K -2,275 -17%
TCM
1270
Tradition Capital Management
New Jersey
$1.26M -$5.5K -50 -0.4%
ICOM
1271
Investment Counselors of Maryland
Maryland
$1.26M -$83.7K -760 -6%
SFA
1272
Sequoia Financial Advisors
Ohio
$1.26M +$5.84K +53 +0.5%
LJAC
1273
L.J. Altfest & Co
New York
$1.26M +$20.4K +185 +2%
SRC
1274
Shufro Rose & Co
New York
$1.26M -$10.9K -99 -0.9%
CFMC
1275
Curbstone Financial Management Corp
New Hampshire
$1.25M -$22K -200 -2%

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.