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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
Retirement Systems of Alabama
126
Retirement Systems of Alabama
Alabama
$96.5M +$235K +2,142 +0.2%
HTC
127
Haverford Trust Company
Pennsylvania
$96M +$1.63M +14,847 +2%
GVI
128
Green Valley Investors
Delaware
$95.2M -$3.87M -35,342 -4%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$94.5M +$4.49M +41,027 +5%
AG
130
Aperio Group
California
$93.8M +$2.94M +26,841 +3%
USAA
131
United Services Automobile Association
Texas
$93.4M -$3.84M -35,043 -4%
JMPWA
132
JP Morgan Private Wealth Advisors
California
$92.4M +$2.57M +23,492 +3%
LPU
133
Lansdowne Partners (UK)
United Kingdom
$91.1M -$510M -4,658,489 -84%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$88.3M -$1.58M -14,469 -2%
ACI
135
AMP Capital Investors
Australia
$87.5M +$3.53M +32,208 +4%
SFFS
136
Stonehage Fleming Financial Services
Jersey
$87.4M +$1.57M +14,351 +2%
PP
137
Prudential plc
United Kingdom
$85.9M -$7.19M -65,700 -8%
SCM
138
Shapiro Capital Management
Georgia
$85.7M +$1.11M +10,150 +1%
SB
139
Suntrust Banks
Georgia
$84.8M -$1.53M -14,003 -2%
Luther King Capital Management (LKCM)
140
Luther King Capital Management (LKCM)
Texas
$84.6M -$4.3M -39,267 -5%
CLOS
141
Compagnie Lombard Odier SCmA
Switzerland
$81.7M -$522K -4,770 -0.6%
MLICM
142
Metropolitan Life Insurance Company (MetLife)
New York
$79.8M -$4.21M -38,438 -5%
Axa
143
Axa
France
$79.3M +$1.63M +14,880 +2%
GHCM
144
Glen Harbor Capital Management
California
$79.3M +$3.56M +32,504 +5%
SP
145
Sarasin & Partners
United Kingdom
$79M -$2.94M -26,832 -3%
LSV Asset Management
146
LSV Asset Management
Illinois
$77.6M +$77.6M +708,500 +3,235%
SCM
147
Smead Capital Management
Arizona
$74.3M -$1.82M -16,631 -2%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$74M +$465K +4,246 +0.6%
Canada Pension Plan Investment Board
149
Canada Pension Plan Investment Board
Ontario, Canada
$72.1M +$834K +7,613 +1%
GC
150
Guggenheim Capital
Illinois
$68.6M +$3.34M +30,537 +5%

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.