We are live on ! Find out more
DIS icon

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
TWA
1351
TCI Wealth Advisors
Arizona
$959K +$330 +3 +0%
FO
1352
FT Options
Illinois
$958K +$930K +8,449 New
AFP
1353
Ausdal Financial Partners
Iowa
$951K +$46.9K +426 +5%
PFC
1354
Phocas Financial Corp
California
$948K -$31.5K -286 -3%
SGAM
1355
Steinberg Global Asset Management
Florida
$946K +$32.3K +293 +4%
IDBONY
1356
Israel Discount Bank of New York
New York
$946K +$254K +2,309 +38%
IIM
1357
Ipswich Investment Management
Massachusetts
$941K
PFSC
1358
Peoples Financial Services Corp
Pennsylvania
$939K +$135K +1,229 +17%
FCIM
1359
Fairview Capital Investment Management
California
$937K -$143K -1,300 -14%
SCA
1360
Sippican Capital Advisors
Massachusetts
$936K -$16.5K -150 -2%
BLA
1361
Balter Liquid Alternatives
Massachusetts
$934K +$907K +8,235 New
IFB
1362
iAB Financial Bank
Indiana
$931K -$120K -1,090 -12%
JCM
1363
Jacobi Capital Management
Pennsylvania
$931K +$17.1K +155 +2%
FUBT
1364
First United Bank & Trust
Maryland
$930K -$57K -518 -6%
CPO
1365
Cerity Partners OCIO
New York
$920K +$57.8K +525 +7%
IIC
1366
Integrated Investment Consultants
Michigan
$919K -$29.7K -270 -3%
PMFA
1367
Plante Moran Financial Advisors
Michigan
$913K -$1.53M -13,914 -63%
OLA
1368
Oliver Luxxe Assets
New Jersey
$911K -$661 -6 -0.1%
VFM
1369
Viking Fund Management
North Dakota
$907K -$165K -1,500 -16%
BOC
1370
Barbara Oil Co
Illinois
$907K
LCM
1371
Lee Capital Management
New York
$907K +$110K +1,000 +14%
FAM
1372
Foresters Asset Management
Ontario, Canada
$906K +$33K +300 +5%
Koshinski Asset Management
1373
Koshinski Asset Management
Illinois
$904K +$276K +2,504 +46%
TPWA
1374
TRUE Private Wealth Advisors
Oregon
$901K -$46.9K -426 -5%
SC
1375
Saybrook Capital
North Carolina
$900K

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.