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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
NCM
1501
Neumann Capital Management
California
$565K -$49.3K -450 -8%
MMA
1502
Miracle Mile Advisors
California
$558K -$282K -2,576 -33%
ZAM
1503
Zevin Asset Management
Massachusetts
$558K -$65.7K -600 -10%
TBA
1504
Train Babcock Advisors
New York
$556K +$45K +411 +9%
WIC
1505
Woodmont Investment Counsel
Tennessee
$555K -$21.9K -200 -4%
SIA
1506
Starfire Investment Advisers
Michigan
$555K +$3.5K +32 +0.6%
CAM
1507
Close Asset Management
United Kingdom
$554K
TCM
1508
Tradewinds Capital Management
Washington
$554K +$10.1K +92 +2%
PAM
1509
Peninsula Asset Management
Florida
$553K +$57.1K +521 +11%
SBWM
1510
Sunflower Bank Wealth Management
Arizona
$553K +$69.2K +632 +14%
MFBTD
1511
MB Financial Bank - Trust Department
Illinois
$551K -$168K -1,533 -23%
CYG
1512
Clean Yield Group
Vermont
$550K
BCM
1513
Brookstone Capital Management
Illinois
$549K -$28.7K -262 -5%
BOS
1514
Bingham Osborn & Scarborough
California
$549K +$25.2K +230 +5%
HCM
1515
Highlander Capital Management
New Jersey
$548K
MC
1516
Mathes Company
New York
$547K
CG
1517
Clinton Group
New York
$546K -$2.28M -20,855 -80%
CAW
1518
Cornerstone Advisors (Washington)
Washington
$545K -$32.1K -293 -5%
BCP
1519
Berkeley Capital Partners
Georgia
$545K -$19.1K -174 -3%
PCMM
1520
Private Capital Management (Minnesota)
Minnesota
$542K -$63K -575 -10%
CGL
1521
Clarius Group LLC
Washington
$542K
AIM
1522
Aspen Investment Management
Michigan
$541K -$10.9K -100 -2%
HH
1523
Hilltop Holdings
Texas
$538K -$3.5K -32 -0.6%
CWM
1524
Concert Wealth Management
California
$535K -$2.6M -23,788 -82%
MA
1525
MCF Advisors
Kentucky
$532K -$15.2K -139 -3%

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.