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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
BPM
1326
Bowling Portfolio Management
Ohio
$1.04M -$726K -6,591 -42%
CCMD
1327
Cypress Capital Management (Delaware)
Delaware
$1.04M +$439K +3,987 +77%
SAMC
1328
Spectrum Asset Management (California)
California
$1.04M -$28.2K -256 -3%
EM
1329
Excalibur Management
Massachusetts
$1.04M -$186K -1,687 -16%
ICM
1330
IMS Capital Management
Oregon
$1.03M -$19.8K -180 -2%
NSB
1331
Norway Savings Bank
Maine
$1.03M -$238K -2,160 -19%
HIC
1332
Holderness Investments Company
North Carolina
$1.02M +$701K +6,364 +238%
CIM
1333
CenturyLink Investment Management
Colorado
$1.02M
DDC
1334
DF Dent & Co
Maryland
$1.02M +$26.4K +240 +3%
GC
1335
Gratus Capital
Georgia
$1.01M -$18.6K -169 -2%
CBN
1336
Cadence Bank NA
Texas
$1.01M -$44.5K -404 -4%
WA
1337
Winfield Associates
Ohio
$1.01M -$40.4K -367 -4%
SWM
1338
Stockman Wealth Management
Montana
$1.01M +$158K +1,439 +19%
FPFS
1339
First Personal Financial Services
North Carolina
$1M +$122K +1,109 +14%
MRCM
1340
M&R Capital Management
New Jersey
$999K -$11.6K -105 -1%
SFG
1341
SevenBridge Financial Group
Pennsylvania
$995K +$517K +4,694 +113%
CAM
1342
CGOV Asset Management
Ontario, Canada
$993K -$44K -400 -6%
WPC
1343
White Pine Capital
Minnesota
$981K +$3.3K +30 +0.3%
BT
1344
Beacon Trust
New Jersey
$976K -$18.4K -167 -2%
LW
1345
Linscomb Wealth
Texas
$972K -$25.2K -229 -3%
CCM
1346
Chickasaw Capital Management
Tennessee
$969K +$941K +8,550 New
AI
1347
Accredited Investors
Minnesota
$968K +$15.1K +137 +2%
CC
1348
Colrain Capital
Massachusetts
$967K -$1.95M -17,725 -68%
DBT
1349
Dubuque Bank & Trust
Iowa
$962K +$41.6K +378 +5%
AAS
1350
Annex Advisory Services
Wisconsin
$960K +$28.7K +261 +3%

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.