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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
BIM
1626
Beach Investment Management
Pennsylvania
$382K +$394K +3,600 New
SIM
1627
Sadoff Investment Management
Wisconsin
$381K +$93.3K +852 +31%
CCM
1628
Cribstone Capital Management
Maine
$380K +$29.2K +267 +8%
BMCM
1629
Bryn Mawr Capital Management
Pennsylvania
$378K -$28.6K -261 -7%
HPWM
1630
Highland Private Wealth Management
Washington
$378K +$6.24K +57 +2%
TDC
1631
Thompson Davis & Co
Virginia
$375K +$322K +2,945 +502%
MIM
1632
Miller Investment Management
Pennsylvania
$374K -$5.47K -50 -1%
KA
1633
Klingman & Associates
New York
$373K -$53.9K -492 -12%
AZA
1634
Arthur Zaske & Associates
Michigan
$372K +$21.9K +200 +6%
HI
1635
HBK Investments
Texas
$372K +$383K +3,499 New
MFW
1636
Mosaic Family Wealth
Missouri
$371K -$29.1K -266 -7%
RGIA
1637
Rainier Group Investment Advisory
Washington
$371K
AOWM
1638
Alpha Omega Wealth Management
Virginia
$370K -$10.7K -98 -3%
SIAP
1639
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$369K +$10.9K +100 +3%
BWM
1640
Baystate Wealth Management
Massachusetts
$368K -$17K -155 -4%
BCM
1641
BTC Capital Management
Iowa
$366K
SWA
1642
Sutton Wealth Advisors
Florida
$365K
GHAM
1643
Gilman Hill Asset Management
Connecticut
$364K -$62.4K -570 -14%
CS
1644
Cannell & Spears
New York
$364K
KSA
1645
Ken Stern & Associates
California
$360K
BFM
1646
Boothbay Fund Management
New York
$358K -$22.3K -204 -6%
FLI
1647
Family Legacy Inc
South Carolina
$357K +$17.2K +157 +5%
PWAG
1648
Polaris Wealth Advisory Group
California
$356K -$19.2M -175,002 -98%
NP
1649
NorthRock Partners
Minnesota
$352K +$19.7K +180 +6%
IF
1650
IRON Financial
Illinois
$351K

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.