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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
VWA
1476
V Wealth Advisors
Kansas
$656K +$190K +1,730 +43%
TPW
1477
Tiller Private Wealth
Pennsylvania
$654K -$104K -947 -14%
NCM
1478
Neumann Capital Management
California
$654K +$11K +100 +2%
CMANY
1479
Capital Management Associates (New York)
New York
$652K -$33K -300 -5%
CS
1480
Credential Securities
$649K -$126K -1,142 -17%
CIC
1481
Crawford Investment Counsel
Georgia
$649K +$4.07K +37 +0.7%
BA
1482
BKS Advisors
Michigan
$649K +$275K +2,501 +78%
FIG
1483
FundX Investment Group
California
$648K -$155K -1,405 -20%
WFMPM
1484
Woodley Farra Manion Portfolio Management
Indiana
$646K -$28.6K -260 -4%
VCAM
1485
Van Cleef Asset Management
Ohio
$646K -$21.5K -195 -3%
PCMM
1486
Private Capital Management (Minnesota)
Minnesota
$643K -$44K -400 -7%
VC
1487
Vicus Capital
Pennsylvania
$642K +$7.38K +67 +1%
SFS
1488
Sowell Financial Services
Arkansas
$642K +$268K +2,437 +69%
PWS
1489
Peloton Wealth Strategists
Indiana
$641K +$182K +1,650 +41%
EA
1490
Emerald Advisers
Pennsylvania
$640K -$5.72K -52 -0.9%
LSA
1491
L & S Advisors
California
$639K +$162K +1,472 +35%
GLI
1492
Guardian Life Insurance
New York
$637K +$1.1K +10 +0.2%
HB
1493
Homrich & Berg
Georgia
$637K +$13K +118 +2%
MSR
1494
Main Street Research
Connecticut
$636K -$4.29K -39 -0.7%
PL
1495
Perpetual Ltd
Australia
$629K +$612K +5,561 New
CCP
1496
Corient Capital Partners
California
$628K -$20.3K -184 -3%
GEA
1497
Glen Eagle Advisors
New Jersey
$627K +$11K +100 +2%
HCM
1498
Hollencrest Capital Management
California
$625K -$178K -1,618 -23%
PG
1499
Patten Group
Tennessee
$624K +$8.81K +80 +1%
JCM
1500
Janney Capital Management
Pennsylvania
$622K

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.