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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
FBT
1551
First Bank & Trust
South Dakota
$484K +$53K +484 +12%
SIC
1552
Sigma Investment Counselors
Michigan
$482K +$18K +164 +4%
DT
1553
Diversified Trust
Tennessee
$480K +$14.5K +132 +3%
CIAS
1554
Capital Investment Advisory Services
North Carolina
$479K -$14.1K -129 -3%
WP
1555
WealthPLAN Partners
Nebraska
$477K +$324K +2,957 +193%
EWM
1556
Empirical Wealth Management
Washington
$476K
HK
1557
Horizon Kinetics
New York
$475K +$1.97K +18 +0.4%
LCM
1558
Leisure Capital Management
California
$473K +$2.19K +20 +0.5%
AWA
1559
Arete Wealth Advisors
Illinois
$473K +$27.5K +251 +6%
BWFM
1560
Bridgewater Wealth & Financial Management
Maryland
$473K +$52.5K +479 +12%
BTIS
1561
BB&T Investment Services
North Carolina
$468K -$30.1K -275 -6%
CAM
1562
Concorde Asset Management
Michigan
$467K +$163K +1,490 +51%
DBT
1563
Dubuque Bank & Trust
Iowa
$465K -$450K -4,109 -48%
SNB
1564
Security National Bank
Nebraska
$465K
SWM
1565
Segment Wealth Management
Texas
$465K +$13.9K +127 +3%
FPB
1566
First PREMIER Bank
South Dakota
$463K +$37.7K +344 +9%
NFG
1567
Nations Financial Group
Iowa
$461K -$23.5K -215 -5%
Carson Wealth (CWM LLC)
1568
Carson Wealth (CWM LLC)
Nebraska
$461K +$8.1K +74 +2%
PC
1569
Palo Capital
California
$459K -$3.83K -35 -0.8%
SCP
1570
Seizert Capital Partners
Michigan
$456K
TIA
1571
Tiemann Investment Advisors
California
$456K
AA
1572
Apriem Advisors
California
$452K +$10.2K +93 +2%
SS
1573
Sunbelt Securities
Texas
$452K +$32.7K +299 +8%
CAL
1574
Capital Analysts LLC
Pennsylvania
$452K
MSFP
1575
Mark Sheptoff Financial Planning
Connecticut
$451K -$110 -1 -0%

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.