We are live on ! Find out more
DIS icon

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
BWP
1326
Baldwin Wealth Partners
Massachusetts
$946K -$60.2K -550 -6%
SFG
1327
SevenBridge Financial Group
Pennsylvania
$945K +$5.26K +48 +0.5%
CPO
1328
Cerity Partners OCIO
New York
$943K +$84K +767 +9%
MFW
1329
Meristem Family Wealth
Minnesota
$933K +$94.5K +863 +11%
AFP
1330
Ausdal Financial Partners
Iowa
$932K +$42.6K +389 +5%
VFPI
1331
Vantage Financial Partners (Illinois)
Illinois
$925K +$953K +8,700 New
GC
1332
Gratus Capital
Georgia
$923K -$27.2K -248 -3%
CCM
1333
Chickasaw Capital Management
Tennessee
$919K +$10.9K +100 +1%
WA
1334
Winfield Associates
Ohio
$910K -$36.8K -336 -4%
AI
1335
Accredited Investors
Minnesota
$905K -$1.64K -15 -0.2%
FPFS
1336
First Personal Financial Services
North Carolina
$904K -$36.7K -335 -4%
MRCM
1337
M&R Capital Management
New Jersey
$903K +$5.47K +50 +0.6%
PFSC
1338
Peoples Financial Services Corp
Pennsylvania
$898K +$19.2K +175 +2%
CIM
1339
CenturyLink Investment Management
Colorado
$895K -$64.1K -585 -6%
NL
1340
NWAM LLC
Washington
$894K +$79.8K +729 +9%
IIA
1341
IPG Investment Advisors
California
$889K -$168K -1,535 -15%
GBT
1342
Grove Bank & Trust
Florida
$888K +$275K +2,513 +43%
TWA
1343
TCI Wealth Advisors
Arizona
$886K -$13.8K -126 -1%
WPC
1344
White Pine Capital
Minnesota
$884K -$36.1K -330 -4%
IIM
1345
Ipswich Investment Management
Massachusetts
$884K +$2.74K +25 +0.3%
OLA
1346
Oliver Luxxe Assets
New Jersey
$880K +$27.4K +250 +3%
JCM
1347
Jacobi Capital Management
Pennsylvania
$879K +$27.3K +249 +3%
TPWA
1348
TRUE Private Wealth Advisors
Oregon
$879K +$29.6K +270 +3%
SCA
1349
Sippican Capital Advisors
Massachusetts
$878K +$1.09K +10 +0.1%
PMFA
1350
Plante Moran Financial Advisors
Michigan
$878K +$22.6K +206 +3%

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.