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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
EFSCE
1501
Enterprise Financial Services Corp (EFSC)
Missouri
$619K -$36.4K -331 -6%
BCM
1502
Brookstone Capital Management
Illinois
$616K -$5.95K -54 -1%
CAW
1503
Cornerstone Advisors (Washington)
Washington
$615K -$771 -7 -0.1%
HEIP
1504
Hudson Edge Investment Partners
New Jersey
$612K -$5.29K -48 -0.9%
AC
1505
Alexandria Capital
Virginia
$612K +$29.7K +270 +5%
WPA
1506
West Paces Advisors
Georgia
$612K -$16.6K -151 -3%
AIM
1507
Advantage Investment Management
Iowa
$611K -$18.2K -165 -3%
MCM
1508
Maple Capital Management
Vermont
$609K -$28.4K -258 -5%
BAM
1509
Bruderman Asset Management
New York
$607K -$11.8K -107 -2%
FWM
1510
Focused Wealth Management
New York
$605K +$8.15K +74 +1%
BCP
1511
Berkeley Capital Partners
Georgia
$602K -$13.1K -119 -2%
SFM
1512
Signature Financial Management
Virginia
$601K +$4.29K +39 +0.7%
CYG
1513
Clean Yield Group
Vermont
$593K
CAM
1514
Close Asset Management
United Kingdom
$591K +$384K +3,490 +202%
AIM
1515
Aspen Investment Management
Michigan
$588K -$2.2K -20 -0.4%
SIA
1516
Starfire Investment Advisers
Michigan
$587K
MC
1517
Mathes Company
New York
$584K
MA
1518
MCF Advisors
Kentucky
$584K +$16.5K +150 +3%
TCM
1519
Tradewinds Capital Management
Washington
$581K -$109K -986 -16%
FNBOH
1520
First National Bank of Hutchinson
Kansas
$578K -$163K -1,479 -22%
HCM
1521
Highlander Capital Management
New Jersey
$578K
CGL
1522
Clarius Group LLC
Washington
$578K +$6.06K +55 +1%
HH
1523
Hilltop Holdings
Texas
$577K -$1.98K -18 -0.4%
CFP
1524
Cornerstone Financial Partners
North Carolina
$574K -$22.7K -206 -4%
EP
1525
Edgestream Partners
New Jersey
$572K +$555K +5,044 New

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.