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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
NB
1276
Nicolet Bankshares
Wisconsin
$1.25M +$93K +845 +8%
RIM
1277
Regent Investment Management
Kentucky
$1.25M +$149K +1,355 +14%
KTC
1278
Kistler-Tiffany Companies
Pennsylvania
$1.23M -$30.2K -274 -2%
MBTD
1279
Mechanics Bank - Trust Department
California
$1.23M -$143K -1,300 -11%
CIA
1280
Cascade Investment Advisors
Oregon
$1.22M -$62.2K -565 -5%
YMRC
1281
Yorktown Management & Research Company
Virginia
$1.21M
KWM
1282
Kingsview Wealth Management
Oregon
$1.21M +$1.17M +10,656 New
FHA
1283
First Horizon Advisors
Tennessee
$1.21M -$281K -2,556 -19%
PAMG
1284
Patton Albertson Miller Group
Tennessee
$1.21M -$169K -1,531 -12%
CCM
1285
Consolidated Capital Management
California
$1.2M +$1.17M +10,594 New
WIP
1286
Wellesley Investment Partners
Massachusetts
$1.2M +$50.9K +462 +5%
EMG
1287
Ellington Management Group
Connecticut
$1.19M +$1.16M +10,500 New
BCM
1288
Bienville Capital Management
New York
$1.19M +$55.1K +500 +5%
BTNA
1289
Bremer Trust National Association
Minnesota
$1.19M +$13K +118 +1%
OFS
1290
Orrstown Financial Services
Pennsylvania
$1.18M -$47.2K -429 -4%
LNC
1291
Lincoln National Corp
Pennsylvania
$1.18M +$117K +1,062 +11%
SH
1292
Svenska Handelsbanken
Sweden
$1.18M
PFS
1293
Prospera Financial Services
Texas
$1.18M +$62.8K +570 +6%
NFG
1294
Nadler Financial Group
Illinois
$1.17M +$21.4K +194 +2%
BWP
1295
BSW Wealth Partners
Colorado
$1.17M +$5.17K +47 +0.5%
MHS
1296
M Holdings Securities
Oregon
$1.14M -$22.5K -204 -2%
VWM
1297
Valley Wealth Managers
New Jersey
$1.14M -$226K -2,053 -17%
Lido Advisors
1298
Lido Advisors
California
$1.14M -$31.7K -288 -3%
FM
1299
Foster & Motley
Ohio
$1.14M -$316K -2,874 -22%
FMC
1300
First Merchants Corp
Indiana
$1.13M -$149K -1,350 -12%

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.