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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
SCM
1526
Sterneck Capital Management
Missouri
$532K
RA
1527
RFG Advisory
Alabama
$532K +$18K +164 +3%
FO
1528
FT Options
Illinois
$531K -$378K -3,449 -41%
CCP
1529
Corient Capital Partners
California
$531K -$59K -539 -10%
JMFC
1530
J.M. Forbes & Co
Massachusetts
$531K +$4.93K +45 +0.9%
ICA
1531
Infrastructure Capital Advisors
New York
$531K +$548K +5,000 New
VWA
1532
V Wealth Advisors
Kansas
$527K -$88.5K -808 -14%
MGIA
1533
Moneta Group Investment Advisors
Missouri
$526K +$142K +1,300 +36%
MIM
1534
Midwest Investment Management
Ohio
$525K
PRHC
1535
P.R. Herzig & Co
New York
$523K -$113K -1,030 -17%
FDS
1536
First Dallas Securities
Texas
$511K -$129K -1,180 -20%
OC
1537
Oarsman Capital
Wisconsin
$511K
GIA
1538
Granite Investment Advisors
New Hampshire
$508K +$4.38K +40 +0.8%
DIA
1539
Davidson Investment Advisors
Montana
$504K -$334K -3,050 -39%
HCM
1540
Hollencrest Capital Management
California
$504K -$83.4K -762 -14%
TSS
1541
Two Sigma Securities
New York
$500K -$854K -7,801 -62%
GRQ
1542
Gardner Russo & Quinn
Pennsylvania
$500K
F
1543
Filament
Washington
$499K
PCFFS
1544
Pacific Center for Financial Services
California
$497K
GI
1545
Gradient Investments
Minnesota
$496K +$3.83K +35 +0.8%
MLFP
1546
MPS Loria Financial Planners
Illinois
$495K +$534K +4,877 New
IPAM
1547
ICICI Prudential Asset Management
India
$495K -$230K -2,100 -32%
PAG
1548
Pinnacle Advisory Group
Maryland
$489K -$3.29K -30 -0.6%
SSA
1549
South Street Advisors
New York
$487K
GAMC
1550
Garner Asset Management Corp
Texas
$485K +$500K +4,562 New

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.