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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
PAG
1551
Pinnacle Advisory Group
Maryland
$526K +$118K +1,073 +30%
SBWM
1552
Sunflower Bank Wealth Management
Arizona
$519K +$3.3K +30 +0.7%
NFG
1553
Nations Financial Group
Iowa
$517K +$23.3K +212 +5%
QCG
1554
Quadrant Capital Group
Ohio
$513K +$26.4K +240 +5%
SAM
1555
Shikiar Asset Management
New York
$511K
EWM
1556
Empirical Wealth Management
Washington
$508K -$81.4K -739 -14%
HK
1557
Horizon Kinetics
New York
$505K +$2.09K +19 +0.4%
LCM
1558
Leisure Capital Management
California
$502K +$11K +100 +2%
PWMAG
1559
Pinnacle Wealth Management Advisory Group
New Jersey
$499K +$16.6K +151 +4%
DT
1560
Diversified Trust
Tennessee
$497K -$145K -1,320 -23%
SNB
1561
Security National Bank
Nebraska
$497K +$482K +4,377 New
SIC
1562
Sigma Investment Counselors
Michigan
$496K +$155K +1,404 +47%
PC
1563
Palo Capital
California
$493K -$2.32M -21,108 -83%
SCP
1564
Seizert Capital Partners
Michigan
$487K
TIA
1565
Tiemann Investment Advisors
California
$487K +$220 +2 +0%
Carson Wealth (CWM LLC)
1566
Carson Wealth (CWM LLC)
Nebraska
$483K -$274K -2,484 -37%
MWM
1567
Modera Wealth Management
New Jersey
$483K +$97.8K +888 +26%
CAL
1568
Capital Analysts LLC
Pennsylvania
$482K -$67.5K -613 -13%
FFW
1569
Fusion Family Wealth
New York
$482K -$26.1K -237 -5%
SWM
1570
Segment Wealth Management
Texas
$482K +$27.5K +250 +6%
MSFP
1571
Mark Sheptoff Financial Planning
Connecticut
$481K +$110 +1 +0%
AWA
1572
Arete Wealth Advisors
Illinois
$476K +$158K +1,437 +52%
LC
1573
Lourd Capital
California
$474K +$6.61K +60 +1%
NEPWA
1574
New England Private Wealth Advisors
Massachusetts
$473K +$16.8K +153 +4%
AA
1575
Apriem Advisors
California
$472K -$55.4K -503 -11%

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.