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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
DJSG
1251
D.J. St. Germain
Massachusetts
$1.19M +$158K +1,446 +15%
CFMC
1252
Curbstone Financial Management Corp
New Hampshire
$1.19M +$16.4K +150 +1%
TCM
1253
Tradition Capital Management
New Jersey
$1.19M
CIA
1254
Cascade Investment Advisors
Oregon
$1.18M +$42.2K +385 +4%
PFS
1255
Prospera Financial Services
Texas
$1.18M +$96.7K +883 +9%
ICOM
1256
Investment Counselors of Maryland
Maryland
$1.17M -$13.7K -125 -1%
KWM
1257
Kingsview Wealth Management
Oregon
$1.17M +$37.9K +346 +3%
PMG
1258
ProVise Management Group
Florida
$1.16M -$331K -3,026 -22%
KTC
1259
Kistler-Tiffany Companies
Pennsylvania
$1.16M +$219 +2 +0%
BCM
1260
Bienville Capital Management
New York
$1.15M +$38.9K +355 +3%
EA
1261
Edge Advisors
Georgia
$1.15M -$205K -1,875 -15%
DDC
1262
DF Dent & Co
Maryland
$1.15M +$201K +1,839 +20%
CBA
1263
Coastal Bridge Advisors
Connecticut
$1.15M +$178K +1,627 +18%
MBTD
1264
Mechanics Bank - Trust Department
California
$1.15M -$3.83K -35 -0.3%
WIP
1265
Wellesley Investment Partners
Massachusetts
$1.14M +$20.5K +187 +2%
CCM
1266
Consolidated Capital Management
California
$1.14M +$15.4K +141 +1%
YMRC
1267
Yorktown Management & Research Company
Virginia
$1.14M
HCM
1268
Howland Capital Management
Massachusetts
$1.14M +$497K +4,538 +74%
ATC
1269
Argent Trust Co
Tennessee
$1.13M -$56.9K -520 -5%
Lido Advisors
1270
Lido Advisors
California
$1.13M +$45.1K +412 +4%
MHS
1271
M Holdings Securities
Oregon
$1.13M +$58.5K +534 +5%
RA
1272
Rational Advisors
New York
$1.13M +$142K +1,300 +14%
IAS
1273
IMA Advisory Services
Colorado
$1.13M -$101K -925 -8%
PAM
1274
Paradigm Asset Management
New York
$1.12M -$65.7K -600 -5%
NB
1275
Nicolet Bankshares
Wisconsin
$1.12M -$55.2K -504 -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.