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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
HCM
1376
Horan Capital Management
Maryland
$899K +$873K +7,933 New
MFW
1377
Meristem Family Wealth
Minnesota
$898K -$20K -182 -2%
FC
1378
Forte Capital
New York
$898K -$8.81K -80 -1%
FPCM
1379
Financial Partners Capital Management
New York
$897K -$7.82K -71 -0.9%
RWA
1380
RGT Wealth Advisors
Texas
$894K +$355K +3,227 +69%
ST
1381
Spinnaker Trust
Maine
$891K +$180K +1,639 +26%
DSI
1382
Daiwa SB Investments
Japan
$890K -$60.6K -550 -7%
MMA
1383
Miracle Mile Advisors
California
$888K +$41.3K +375 +5%
ZIG
1384
Zuckerman Investment Group
Illinois
$886K -$38K -345 -4%
SAA
1385
Southeast Asset Advisors
Georgia
$886K +$13K +118 +2%
DIA
1386
Davidson Investment Advisors
Montana
$884K -$11K -100 -1%
WOC
1387
West Oak Capital
California
$878K +$5.5K +50 +0.6%
BIM
1388
Barton Investment Management
Pennsylvania
$876K +$2.2K +20 +0.3%
NL
1389
NWAM LLC
Washington
$872K -$38.3K -348 -4%
CFA
1390
Cahill Financial Advisors
Minnesota
$871K -$38.1K -346 -4%
GWS
1391
Glassman Wealth Services
Virginia
$865K +$140K +1,273 +20%
CCM
1392
CrestPoint Capital Management
Missouri
$862K +$165K +1,500 +25%
HCM
1393
Harvest Capital Management
New Hampshire
$861K +$8.81K +80 +1%
AHB
1394
Abner Herrman & Brock
New Jersey
$859K -$22K -200 -3%
WP
1395
WealthSource Partners
California
$859K -$5.72K -52 -0.7%
PWPCM
1396
Perella Weinberg Partners Capital Management
New York
$858K -$1.9M -17,250 -70%
FAG
1397
Financial Advisory Group
Texas
$858K -$59.1K -537 -7%
FHC
1398
First Heartland Consultants
Missouri
$857K -$37.4K -340 -4%
WA
1399
WealthTrust Axiom
Pennsylvania
$855K +$220 +2 +0%
PSC
1400
Prentiss Smith & Co
Vermont
$854K

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.