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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
FFW
1576
Fusion Family Wealth
New York
$451K
LC
1577
Lourd Capital
California
$451K +$7.01K +64 +2%
SWA
1578
SFMG Wealth Advisors
Texas
$451K +$465K +4,246 New
PIA
1579
Peachtree Investment Advisors
Georgia
$448K -$66.9K -611 -13%
QCG
1580
Quadrant Capital Group
Ohio
$446K -$7.01K -64 -1%
HHGA
1581
Halbert Hargrove Global Advisors
California
$446K +$29.9K +273 +7%
NEPWA
1582
New England Private Wealth Advisors
Massachusetts
$445K
RWP
1583
RWA Wealth Partners
Massachusetts
$443K +$19.7K +180 +5%
BCA
1584
Benchmark Capital Advisors
New York
$441K
VC
1585
Vicus Capital
Pennsylvania
$440K -$166K -1,515 -27%
IA
1586
Independence Advisors
Pennsylvania
$440K +$3.5K +32 +0.8%
BHTS
1587
Bar Harbor Trust Services
Maine
$437K
RMC
1588
Regis Management Company
California
$434K
CCMG
1589
Clark Capital Management Group
Pennsylvania
$434K +$85.5K +781 +24%
ABP
1590
Arthur B. Page
$433K
SFG
1591
SNS Financial Group
Minnesota
$433K +$4.27K +39 +1%
HCA
1592
Horan Capital Advisors
Ohio
$433K +$446K +4,076 New
GIA
1593
Guyasuta Investment Advisors
Pennsylvania
$426K
MC
1594
Marcus Capital
Illinois
$426K
WA
1595
Wheatland Advisors
Pennsylvania
$425K
SC
1596
Schulhoff & Co
Ohio
$424K
JFA
1597
Johanson Financial Advisors
California
$420K -$77.6K -709 -15%
SCP
1598
Sandhill Capital Partners
New York
$420K +$15.8K +144 +4%
CPA
1599
Clear Perspective Advisors
Illinois
$419K -$10.7K -98 -2%
WPA
1600
Winning Points Advisors
Florida
$417K

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.