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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
CCM
1426
Cullen Capital Management
New York
$782K
MCM
1427
Maryland Capital Management
Maryland
$781K -$108K -977 -12%
FBFS
1428
First Business Financial Services
Wisconsin
$781K +$186K +1,688 +32%
HIC
1429
Harvey Investment Company
Kentucky
$774K
MFT
1430
Moisand Fitzgerald Tamayo
Florida
$773K +$22K +200 +3%
FDCC
1431
Foster Dykema Cabot & Co
Massachusetts
$771K
MFBTD
1432
MB Financial Bank - Trust Department
Illinois
$761K -$41.8K -380 -5%
SVCP
1433
Silicon Valley Capital Partners
California
$760K -$51.1K -464 -6%
PCA
1434
Peddock Capital Advisors
Massachusetts
$760K
FAM
1435
Fortaleza Asset Management
Illinois
$759K
LBC
1436
Lawrence B. Cohen
$757K -$95.8K -870 -12%
EDRIA
1437
Edmonds Duncan Registered Investment Advisors
Kansas
$756K -$9.69K -88 -1%
MIS
1438
Morningstar Investment Services
Illinois
$755K -$185K -1,680 -20%
SI
1439
Sprott Inc
Ontario, Canada
$754K -$184K -1,675 -20%
PL
1440
Plancorp LLC
Missouri
$752K +$1.43K +13 +0.2%
LC
1441
LCNB Corp
Ohio
$749K +$3.85K +35 +0.5%
MWM
1442
Mission Wealth Management
California
$748K -$22.2K -202 -3%
IPAM
1443
ICICI Prudential Asset Management
India
$748K
PL
1444
Parthenon LLC
Kentucky
$747K -$35.8K -325 -5%
MSS
1445
Mitchell Sinkler & Starr
Pennsylvania
$744K -$27.5K -250 -4%
RBC
1446
Ronald Blue & Co
Georgia
$743K +$29.4K +267 +4%
FAM
1447
Formidable Asset Management
Ohio
$740K -$76.2K -692 -9%
SGS
1448
Sterling Global Strategies
California
$738K +$771 +7 +0.1%
CA
1449
Cornerstone Advisory
Maryland
$736K -$145K -1,320 -17%
FCAG
1450
First Capital Advisors Group
New Jersey
$736K +$60.1K +546 +9%

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.