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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
DekaBank Deutsche Girozentrale
126
DekaBank Deutsche Girozentrale
Germany
$110M +$12.4M +112,539 +13%
GIA
127
Gateway Investment Advisers
Ohio
$107M -$5.79M -52,624 -5%
BCIM
128
British Columbia Investment Management
British Columbia, Canada
$106M -$511K -4,640 -0.5%
GVI
129
Green Valley Investors
Delaware
$106M +$91.5K +831 +0.1%
Calamos Advisors
130
Calamos Advisors
Illinois
$105M -$16.2M -147,119 -14%
USAA
131
United Services Automobile Association
Texas
$104M +$9.54M +86,622 +10%
Retirement Systems of Alabama
132
Retirement Systems of Alabama
Alabama
$103M -$1.22M -11,059 -1%
MCM
133
Marsico Capital Management
Colorado
$103M +$1.03M +9,315 +1%
HTC
134
Haverford Trust Company
Pennsylvania
$101M +$591K +5,365 +0.6%
PP
135
Prudential plc
United Kingdom
$99.1M -$1.09M -9,925 -1%
AG
136
Aperio Group
California
$97M +$5.9M +53,572 +7%
NFA
137
Nationwide Fund Advisors
Ohio
$96.9M +$7.97M +72,429 +9%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$96.2M -$2.23M -20,240 -2%
JMPWA
139
JP Morgan Private Wealth Advisors
California
$95.9M +$3.38M +30,706 +4%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$95.9M +$2.58M +23,408 +3%
Luther King Capital Management (LKCM)
141
Luther King Capital Management (LKCM)
Texas
$94.7M -$18.6M -169,237 -17%
SB
142
Suntrust Banks
Georgia
$92M -$19.1M -173,452 -18%
SFFS
143
Stonehage Fleming Financial Services
Jersey
$91.6M -$10.6M -96,111 -11%
SCM
144
Shapiro Capital Management
Georgia
$90.3M +$1.23M +11,207 +1%
ACI
145
AMP Capital Investors
Australia
$90M +$11.3M +102,206 +15%
MLICM
146
Metropolitan Life Insurance Company (MetLife)
New York
$89.5M -$1.69M -15,351 -2%
CLOS
147
Compagnie Lombard Odier SCmA
Switzerland
$87.7M -$15.1M -137,311 -15%
SP
148
Sarasin & Partners
United Kingdom
$87.3M -$56.2M -510,296 -40%
Arrowstreet Capital
149
Arrowstreet Capital
Massachusetts
$86.2M +$83.7M +760,100 New
Baird Financial Group
150
Baird Financial Group
Wisconsin
$85.1M -$1.3M -11,793 -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.