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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
AF
1401
Allworth Financial
California
$765K -$7.88K -72 -1%
HCM
1402
Horan Capital Management
Maryland
$763K -$81.9K -748 -9%
DBIA
1403
Dumont & Blake Investment Advisors
New Jersey
$761K -$4.38K -40 -0.6%
PWS
1404
Peloton Wealth Strategists
Indiana
$757K +$162K +1,475 +26%
LW
1405
Linscomb Wealth
Texas
$754K -$161K -1,473 -17%
SBL
1406
Sargent Bickham Lagudis
Colorado
$754K +$15.1K +138 +2%
IHL
1407
Investment House LLC
California
$749K
EGM
1408
Engineers Gate Manager
New York
$745K +$472K +4,314 +160%
First Eagle Investment Management
1409
First Eagle Investment Management
New York
$744K
DSI
1410
Daiwa SB Investments
Japan
$742K -$95.3K -870 -11%
SXL
1411
Summit X LLC
Missouri
$741K +$760K +6,941 New
FMC
1412
First Merchants Corp
Indiana
$733K -$338K -3,085 -31%
CCM
1413
Cullen Capital Management
New York
$733K
FI
1414
FormulaFolio Investments
Michigan
$730K -$46.1K -421 -6%
SWM
1415
Stockman Wealth Management
Montana
$728K -$223K -2,033 -23%
NED
1416
Nancy E. Dempze
$727K -$13.7K -125 -2%
HIC
1417
Harvey Investment Company
Kentucky
$726K
MFT
1418
Moisand Fitzgerald Tamayo
Florida
$725K
JIP
1419
Jaffetilchin Investment Partners
Florida
$720K -$56.8K -519 -7%
SGS
1420
Sterling Global Strategies
California
$720K +$29K +265 +4%
AAMU
1421
AEGON Asset Management (UK)
United Kingdom
$719K -$22.7K -207 -3%
FBFS
1422
First Business Financial Services
Wisconsin
$719K -$13.4K -122 -2%
PL
1423
Parthenon LLC
Kentucky
$719K +$19.5K +178 +3%
PL
1424
Plancorp LLC
Missouri
$716K +$10.9K +100 +2%
PCA
1425
Peddock Capital Advisors
Massachusetts
$712K

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.