We are live on ! Find out more
DIS icon

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
MIM
1626
Miller Investment Management
Pennsylvania
$405K
RP
1627
Reinhart Partners
Wisconsin
$405K +$31.4K +285 +9%
BFM
1628
Boothbay Fund Management
New York
$405K +$119K +1,077 +43%
CBTWT
1629
Community Bank & Trust (Waco, Texas)
Texas
$401K
CG
1630
CFO4Life Group
Texas
$399K +$388K +3,520 New
DAC
1631
Dividend Assets Capital
South Carolina
$398K
HPWM
1632
Highland Private Wealth Management
Washington
$397K +$15.7K +143 +4%
RGIA
1633
Rainier Group Investment Advisory
Washington
$396K -$2.64K -24 -0.7%
CNB
1634
Camden National Bank
Maine
$391K -$161K -1,460 -30%
KSA
1635
Ken Stern & Associates
California
$391K
BCM
1636
BTC Capital Management
Iowa
$390K
SWA
1637
Sutton Wealth Advisors
Florida
$389K
CS
1638
Cannell & Spears
New York
$388K -$93.6K -850 -20%
RPA
1639
Rock Point Advisors
Vermont
$387K -$5.39K -49 -1%
BIAS
1640
Beacon Investment Advisory Services
New Jersey
$387K
SIAP
1641
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$383K -$13.8K -125 -4%
KIM
1642
Karpus Investment Management
New York
$382K +$324K +2,944 New
IC
1643
Intersect Capital
California
$380K -$293K -2,657 -44%
QCMC
1644
Quantum Capital Management (California)
California
$380K -$92.9K -844 -20%
SFSG
1645
Stearns Financial Services Group
North Carolina
$378K +$15K +136 +4%
IF
1646
IRON Financial
Illinois
$375K -$9.91K -90 -3%
CCMG
1647
Clark Capital Management Group
Pennsylvania
$375K -$3.96K -36 -1%
AZA
1648
Arthur Zaske & Associates
Michigan
$374K -$40.8K -371 -10%
PHAM
1649
Palisades Hudson Asset Management
Florida
$374K
IT
1650
Independence Trust
Tennessee
$374K +$19.7K +179 +6%

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.