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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
BFC
1476
Blue Fin Capital
Rhode Island
$620K -$67.9K -620 -10%
FIM
1477
Frontier Investment Management
Texas
$618K +$98.8K +902 +18%
TPW
1478
Tiller Private Wealth
Pennsylvania
$616K +$3.29K +30 +0.5%
RBC
1479
Ronald Blue & Co
Georgia
$615K -$83.4K -762 -12%
RGC
1480
Roberts, Glore & Co
Illinois
$614K +$192K +1,750 +43%
CFA
1481
Camarda Financial Advisors
Florida
$610K -$68.8K -628 -10%
LSA
1482
L & S Advisors
California
$608K +$10.3K +94 +2%
WFMPM
1483
Woodley Farra Manion Portfolio Management
Indiana
$605K
CMANY
1484
Capital Management Associates (New York)
New York
$600K -$10.9K -100 -2%
AIM
1485
Advantage Investment Management
Iowa
$596K +$23.8K +217 +4%
CS
1486
Credential Securities
$596K -$9.75K -89 -2%
GEA
1487
Glen Eagle Advisors
New Jersey
$595K +$6.57K +60 +1%
OIA
1488
OneDigital Investment Advisors
Kansas
$591K +$609K +5,561 New
VCAM
1489
Van Cleef Asset Management
Ohio
$590K -$16.4K -150 -3%
LP
1490
LMR Partners
United Kingdom
$589K +$607K +5,545 New
JCM
1491
Janney Capital Management
Pennsylvania
$588K +$5.26K +48 +0.9%
CG
1492
CFO4Life Group
Texas
$588K +$220K +2,013 +57%
CAMG
1493
CWA Asset Management Group
Florida
$586K -$182K -1,664 -23%
FPCG
1494
Fort Pitt Capital Group
Pennsylvania
$586K +$91.7K +837 +18%
CFP
1495
Cornerstone Financial Partners
North Carolina
$577K +$38.8K +354 +7%
AC
1496
Alexandria Capital
Virginia
$574K
WPA
1497
West Paces Advisors
Georgia
$573K
FWM
1498
Focused Wealth Management
New York
$570K +$2.63K +24 +0.4%
MCM
1499
Maple Capital Management
Vermont
$569K -$1.42K -13 -0.2%
PPSG
1500
Princeton Portfolio Strategies Group
New Jersey
$568K +$50.3K +459 +9%

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.