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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
BFC
1451
Blue Fin Capital
Rhode Island
$732K -$33.6K -305 -5%
CFA
1452
Camarda Financial Advisors
Florida
$723K -$808K -7,335 -54%
MC
1453
Middleton & Co
Massachusetts
$722K
WI
1454
Wintrust Investments
Illinois
$716K +$314K +2,856 +82%
Aristotle Capital Management
1455
Aristotle Capital Management
California
$712K -$47.2K -429 -6%
FMW
1456
Farr Miller & Washington
District of Columbia
$707K +$10.9K +99 +2%
PB
1457
Pinnacle Bancorp
Nebraska
$700K +$680K +6,177 New
HCM
1458
Howland Capital Management
Massachusetts
$697K -$1.65K -15 -0.2%
Group One Trading
1459
Group One Trading
Illinois
$696K -$887K -8,052 -57%
CWM
1460
Circle Wealth Management
New Jersey
$696K +$76.5K +695 +13%
WIM
1461
Wittenberg Investment Management
Massachusetts
$687K -$77.1K -700 -10%
OAMG
1462
Odey Asset Management Group
United Kingdom
$686K
CWM
1463
Cornerstone Wealth Management
Missouri
$686K +$177K +1,605 +36%
VNA
1464
Valley National Advisers
Pennsylvania
$680K -$83.8K -761 -11%
ROTUOC
1465
Regents of the University of California
California
$680K
ICM
1466
IronBridge Capital Management
Illinois
$680K +$105K +950 +19%
FDS
1467
First Dallas Securities
Texas
$679K -$22K -200 -3%
PRHC
1468
P.R. Herzig & Co
New York
$675K
GCP
1469
GSA Capital Partners
United Kingdom
$672K +$652K +5,923 New
PAM
1470
Premier Asset Management
Illinois
$671K
BA
1471
Birinyi Associates
Connecticut
$668K -$264K -2,402 -29%
PAS
1472
Partnervest Advisory Services
California
$665K +$23.9K +217 +4%
GBT
1473
Grove Bank & Trust
Florida
$664K -$48.2K -438 -7%
ZAM
1474
Zevin Asset Management
Massachusetts
$663K -$60.6K -550 -9%
MCM
1475
MV Capital Management
Maryland
$659K -$15.9K -144 -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.