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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
AC
1601
Addison Capital
Pennsylvania
$448K +$53.4K +485 +14%
HHGA
1602
Halbert Hargrove Global Advisors
California
$445K -$13.3K -121 -3%
BMCM
1603
Bryn Mawr Capital Management
Pennsylvania
$445K +$47K +427 +12%
IIM
1604
Intact Investment Management
Quebec, Canada
$442K -$639K -5,800 -60%
WPA
1605
Winning Points Advisors
Florida
$441K +$1.76K +16 +0.4%
1IA
1606
1834 Investment Advisors
Wisconsin
$440K
NWP
1607
Northstar Wealth Partners
Connecticut
$437K +$426K +3,871 New
MCM
1608
McRae Capital Management
New Jersey
$435K +$55.1K +500 +15%
SCP
1609
Sandhill Capital Partners
New York
$432K -$94.4K -857 -18%
MC
1610
Montag & Caldwell
Georgia
$431K
CPIG
1611
Chicago Partners Investment Group
Illinois
$427K +$38.3K +348 +10%
MFW
1612
Mosaic Family Wealth
Missouri
$425K +$36.1K +328 +10%
HS
1613
Huntington Steele
Pennsylvania
$423K +$11K +100 +3%
KTA
1614
Keeley-Teton Advisors
Illinois
$421K +$409K +3,717 New
OFW
1615
Omnia Family Wealth
Florida
$418K +$4.51K +41 +1%
JGUA
1616
John G. Ullman & Associates
New York
$416K
CF
1617
Corrigan Financial
Rhode Island
$416K +$330 +3 +0.1%
BWM
1618
Baystate Wealth Management
Massachusetts
$415K +$195K +1,774 +94%
MGIA
1619
Moneta Group Investment Advisors
Missouri
$414K -$10K -91 -2%
RHFI
1620
Reilly Herbert Faulkner III
$409K -$9.8K -89 -2%
BCM
1621
Beck Capital Management
Texas
$409K +$397K +3,604 New
PCM
1622
Penserra Capital Management
California
$408K +$242K +2,201 +157%
SFM
1623
Soros Fund Management
New York
$408K +$396K +3,600 New
VHAM
1624
Van Hulzen Asset Management
California
$406K -$16.2K -147 -4%
AOWM
1625
Alpha Omega Wealth Management
Virginia
$406K -$9.36K -85 -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.