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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
CBT
1301
Capital Bank & Trust
California
$1.04M +$1.07M +9,790 New
ZCI
1302
Zevenbergen Capital Investments
Washington
$1.04M -$257K -2,350 -19%
FMT
1303
First Mercantile Trust
Tennessee
$1.03M -$275K -2,515 -21%
KCM
1304
Karp Capital Management
California
$1.03M +$1.06M +9,722 New
AWP
1305
Ascent Wealth Partners
New York
$1.03M -$19.7K -180 -2%
AAM
1306
Aureus Asset Management
Massachusetts
$1.02M -$553K -5,050 -34%
PFO
1307
Pathstone Family Office
New Jersey
$1.02M -$23K -210 -2%
PAMG
1308
Patton Albertson Miller Group
Tennessee
$1.02M -$173K -1,579 -15%
CAG
1309
Crestwood Advisors Group
Massachusetts
$1.01M -$51.9K -474 -5%
AAM
1310
Auxier Asset Management
Oregon
$1.01M +$6.57K +60 +0.6%
IFB
1311
iAB Financial Bank
Indiana
$1.01M +$138K +1,264 +15%
ACH
1312
ArrowMark Colorado Holdings
Colorado
$1M -$500K -4,564 -33%
VWM
1313
Valley Wealth Managers
New Jersey
$1M -$69.5K -635 -6%
AIM
1314
Acropolis Investment Management
Missouri
$996K +$902K +8,236 +725%
PSC
1315
Prentiss Smith & Co
Vermont
$993K +$198K +1,812 +24%
CCG
1316
Chatham Capital Group
Georgia
$990K -$5.47K -50 -0.5%
SPC
1317
Stewart & Patten Company
California
$989K -$47.1K -430 -4%
NHC
1318
Nicholas Hoffman & Company
Georgia
$987K -$7.56K -69 -0.7%
BTNA
1319
Bremer Trust National Association
Minnesota
$982K -$134K -1,222 -12%
BPM
1320
Bowling Portfolio Management
Ohio
$979K +$6.35K +58 +0.6%
EM
1321
Excalibur Management
Massachusetts
$978K +$6.79K +62 +0.7%
GS
1322
Girard Securities
California
$972K -$385K -3,512 -28%
SAMC
1323
Spectrum Asset Management (California)
California
$968K -$5.47K -50 -0.5%
NSB
1324
Norway Savings Bank
Maine
$967K -$3.29K -30 -0.3%
CWA
1325
Cypress Wealth Advisors
California
$960K -$461K -4,213 -32%

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.