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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
IIA
1301
IPG Investment Advisors
California
$1.12M -$177K -1,604 -14%
GS
1302
GAM Systematic
United Kingdom
$1.12M +$1.03M +9,338 +1,732%
AWP
1303
Ascent Wealth Partners
New York
$1.12M -$171K -1,556 -14%
DSC
1304
Duncker Streett & Co
Missouri
$1.12M +$21.4K +194 +2%
PFO
1305
Pathstone Family Office
New Jersey
$1.11M -$182K -1,651 -14%
DJSG
1306
D.J. St. Germain
Massachusetts
$1.11M +$89K +808 +9%
CAG
1307
Crestwood Advisors Group
Massachusetts
$1.11M -$153K -1,392 -13%
BFA
1308
Bragg Financial Advisors
North Carolina
$1.11M -$42.8K -389 -4%
SPC
1309
Stewart & Patten Company
California
$1.1M +$363K +3,298 +51%
BHIA
1310
Birch Hill Investment Advisors
Massachusetts
$1.1M +$38.5K +350 +4%
FBT
1311
First Bankers Trust
Kentucky
$1.09M -$118K -1,076 -10%
CL
1312
CPWM LLC
Washington
$1.09M -$556K -5,053 -35%
FIM
1313
Freedom Investment Management
Connecticut
$1.08M +$247K +2,246 +31%
BWP
1314
Baldwin Wealth Partners
Massachusetts
$1.07M -$11K -100 -1%
AAM
1315
Auxier Asset Management
Oregon
$1.07M +$8.81K +80 +0.9%
CWM
1316
Confluence Wealth Management
Oregon
$1.06M -$155K -1,404 -13%
CCG
1317
Chatham Capital Group
Georgia
$1.06M -$13.2K -120 -1%
NHC
1318
Nicholas Hoffman & Company
Georgia
$1.06M +$30.9K +281 +3%
S
1319
SignatureFD
Georgia
$1.06M +$62.9K +571 +7%
ACM
1320
Alethea Capital Management
Washington
$1.06M
RA
1321
Rational Advisors
New York
$1.05M +$870K +7,898 +567%
ARMT
1322
Amica Retiree Medical Trust
Rhode Island
$1.05M
HTHT
1323
Hemenway Trust Hemenway Trust
New Hampshire
$1.04M -$27.5K -250 -3%
VIM
1324
Veritas Investment Management
United Kingdom
$1.04M
CBA
1325
Coastal Bridge Advisors
Connecticut
$1.04M -$54.5K -495 -5%

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.