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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
SCM
1526
Sterneck Capital Management
Missouri
$568K +$30.6K +278 +6%
AFS
1527
Amtrust Financial Services
New York
$567K
CCM
1528
Canal Capital Management
Virginia
$567K +$81.7K +742 +17%
FHAM
1529
Folger Hill Asset Management
New York
$567K +$551K +5,001 New
WIC
1530
Woodmont Investment Counsel
Tennessee
$566K
JMFC
1531
J.M. Forbes & Co
Massachusetts
$562K -$65.5K -595 -11%
RA
1532
RFG Advisory
Alabama
$561K -$7.27K -66 -1%
MIM
1533
Midwest Investment Management
Ohio
$560K
BOS
1534
Bingham Osborn & Scarborough
California
$559K +$17.8K +162 +3%
FIM
1535
Frontier Investment Management
Texas
$557K +$279K +2,537 +107%
PPSG
1536
Princeton Portfolio Strategies Group
New Jersey
$554K
AWM
1537
AE Wealth Management
Kansas
$549K +$315K +2,864 +145%
PIA
1538
Peachtree Investment Advisors
Georgia
$547K -$11K -100 -2%
OC
1539
Oarsman Capital
Wisconsin
$546K -$27.5K -250 -5%
TBA
1540
Train Babcock Advisors
New York
$546K -$18.7K -170 -3%
GIA
1541
Granite Investment Advisors
New Hampshire
$536K +$12.1K +110 +2%
F
1542
Filament
Washington
$533K
GRQ
1543
Gardner Russo & Quinn
Pennsylvania
$533K
JFA
1544
Johanson Financial Advisors
California
$532K +$514K +4,666 New
BTIS
1545
BB&T Investment Services
North Carolina
$531K -$107K -975 -17%
PCFFS
1546
Pacific Center for Financial Services
California
$531K
PAM
1547
Peninsula Asset Management
Florida
$530K -$22K -200 -4%
FPCG
1548
Fort Pitt Capital Group
Pennsylvania
$530K +$76.3K +693 +17%
CIAS
1549
Capital Investment Advisory Services
North Carolina
$526K -$163K -1,476 -24%
GI
1550
Gradient Investments
Minnesota
$526K +$12.3K +112 +2%

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.