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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
HEIP
1451
Hudson Edge Investment Partners
New Jersey
$655K +$84.1K +768 +14%
IIM
1452
Intact Investment Management
Quebec, Canada
$648K +$241K +2,200 +56%
MIS
1453
Morningstar Investment Services
Illinois
$646K -$63.7K -582 -9%
IC
1454
Intersect Capital
California
$645K +$298K +2,719 +81%
EDRIA
1455
Edmonds Duncan Registered Investment Advisors
Kansas
$644K -$52.6K -480 -7%
WIM
1456
Wittenberg Investment Management
Massachusetts
$644K
PL
1457
Perpetual Ltd
Australia
$644K +$54.8K +500 +9%
GCMG
1458
Gyroscope Capital Management Group
Florida
$644K +$664K +6,060 New
OAMG
1459
Odey Asset Management Group
United Kingdom
$643K
Two Sigma Advisers
1460
Two Sigma Advisers
New York
$639K -$3.96M -36,142 -86%
WP
1461
WealthSource Partners
California
$639K -$170K -1,557 -21%
CIC
1462
Crawford Investment Counsel
Georgia
$639K +$32.3K +295 +5%
LCM
1463
Lee Capital Management
New York
$638K -$219K -2,000 -25%
ROTUOC
1464
Regents of the University of California
California
$638K
WA
1465
Wasatch Advisors
Utah
$636K +$458K +4,183 +232%
PG
1466
Patten Group
Tennessee
$635K +$38.2K +349 +6%
HB
1467
Homrich & Berg
Georgia
$633K +$37.5K +342 +6%
MSR
1468
Main Street Research
Connecticut
$631K +$36.2K +331 +6%
MCM
1469
MV Capital Management
Maryland
$630K +$12.8K +117 +2%
VNA
1470
Valley National Advisers
Pennsylvania
$629K -$7.67K -70 -1%
PAM
1471
Premier Asset Management
Illinois
$629K
CL
1472
CPWM LLC
Washington
$627K -$403K -3,677 -38%
CCM
1473
Canal Capital Management
Virginia
$625K +$96.6K +882 +18%
PAS
1474
Partnervest Advisory Services
California
$621K -$2.3K -21 -0.4%
EFSCE
1475
Enterprise Financial Services Corp (EFSC)
Missouri
$621K +$41.8K +382 +7%

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.