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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
MWM
1426
Mission Wealth Management
California
$712K +$12K +110 +2%
FAM
1427
Fortaleza Asset Management
Illinois
$711K
FPCM
1428
Financial Partners Capital Management
New York
$710K -$135K -1,230 -16%
PCM
1429
Peak Capital Management
Colorado
$702K +$724K +6,611 New
GA
1430
GFS Advisors
Texas
$701K +$372K +3,400 +106%
SFM
1431
Signature Financial Management
Virginia
$700K +$145K +1,325 +25%
LC
1432
LCNB Corp
Ohio
$697K -$6.02K -55 -0.8%
MLIC
1433
Mandatum Life Insurance Company
Finland
$695K -$602K -5,500 -46%
BI
1434
Bramshill Investments
Florida
$694K +$715K +6,531 New
JFGIW
1435
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$692K -$851K -7,771 -54%
FCAG
1436
First Capital Advisors Group
New Jersey
$692K +$2.63K +24 +0.4%
SFS
1437
Sowell Financial Services
Arkansas
$691K +$54.6K +499 +8%
FAM
1438
Formidable Asset Management
Ohio
$684K -$22.2K -203 -3%
CWM
1439
Circle Wealth Management
New Jersey
$684K +$33.1K +302 +5%
MSS
1440
Mitchell Sinkler & Starr
Pennsylvania
$680K -$18.1K -165 -3%
BA
1441
Birinyi Associates
Connecticut
$679K +$54.8K +500 +8%
MC
1442
Middleton & Co
Massachusetts
$676K
SA
1443
Sicart Associates
New York
$674K -$110K -1,000 -14%
SG
1444
StoneX Group
New York
$674K +$695K +6,345 New
EP
1445
Edgestream Partners
New Jersey
$673K +$141K +1,287 +26%
WI
1446
Wintrust Investments
Illinois
$672K +$876 +8 +0.1%
LBC
1447
Lawrence B. Cohen
$666K -$45.1K -412 -6%
ACA
1448
Ackerman Capital Advisors
Texas
$656K +$676K +6,172 New
CA
1449
Cornerstone Advisory
Maryland
$655K -$35.1K -321 -5%
FMW
1450
Farr Miller & Washington
District of Columbia
$655K -$7.01K -64 -1%

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.