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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
BW
1401
Bison Wealth
Georgia
$846K -$124K -1,124 -13%
RCAMU
1402
Rothschild & Co Asset Management US
Connecticut
$838K -$22.7K -206 -3%
FCB
1403
First Command Bank
Texas
$837K +$18.2K +165 +2%
FCFS
1404
First Command Financial Services
Texas
$837K +$18.2K +165 +2%
IB
1405
Intrust Bank
Kansas
$836K -$8.37K -76 -1%
BC
1406
Brinker Capital
Pennsylvania
$835K -$86.1K -782 -10%
SA
1407
Sicart Associates
New York
$833K -$116K -1,050 -13%
FMLI
1408
Fukoku Mutual Life Insurance
Japan
$828K
FCA
1409
Florence Capital Advisors
New York
$827K -$5.5K -50 -0.7%
JIP
1410
Jaffetilchin Investment Partners
Florida
$827K +$22.7K +206 +3%
FI
1411
FormulaFolio Investments
Michigan
$827K +$316K +2,871 +65%
AF
1412
Allworth Financial
California
$825K +$15.4K +140 +2%
Verition Fund Management
1413
Verition Fund Management
Connecticut
$824K -$114K -1,033 -12%
BRM
1414
Boston Research & Management
Massachusetts
$823K
KP
1415
Keel Point
Alabama
$822K +$1.54K +14 +0.2%
RW
1416
Rand Wealth
Maryland
$820K -$22K -200 -3%
DBIA
1417
Dumont & Blake Investment Advisors
New Jersey
$817K -$2.75K -25 -0.3%
CAMG
1418
CWA Asset Management Group
Florida
$814K +$294K +2,667 +59%
ACM
1419
Argent Capital Management
Missouri
$804K -$31.7K -288 -4%
IHL
1420
Investment House LLC
California
$800K
LOAMS
1421
Lombard Odier Asset Management (Switzerland)
Switzerland
$796K +$773K +7,024 New
First Eagle Investment Management
1422
First Eagle Investment Management
New York
$794K
AAMU
1423
AEGON Asset Management (UK)
United Kingdom
$791K -$12.1K -110 -2%
NED
1424
Nancy E. Dempze
$790K -$16.5K -150 -2%
SBL
1425
Sargent Bickham Lagudis
Colorado
$789K +$15.5K +141 +2%

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.