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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
CCM
1651
Cribstone Capital Management
Maine
$373K +$132K +1,199 +57%
VNA
1652
VNBTrust National Association
Virginia
$372K -$71.6K -650 -17%
LRIC
1653
Long Road Investment Counsel
Michigan
$371K
PAA
1654
Peregrine Asset Advisers
Oregon
$370K
SWK
1655
Stephen W. Kidder
$370K
FPCP
1656
Fort Point Capital Partners
California
$368K +$357K +3,245 New
HL
1657
HeadInvest LLC
Maine
$366K -$10K -91 -3%
CA
1658
Capital Advantage
California
$365K +$22.8K +207 +7%
GA
1659
GFS Advisors
Texas
$363K -$459K -4,165 -57%
FLI
1660
Family Legacy Inc
South Carolina
$363K +$353K +3,205 New
CG
1661
Cutler Group
California
$361K -$260K -2,357 -43%
FCCM
1662
First City Capital Management
Georgia
$361K
BFA
1663
Beaumont Financial Advisors
Massachusetts
$361K +$88.7K +806 +34%
BWA
1664
Burt Wealth Advisors
Maryland
$359K -$20.9K -190 -6%
LCP
1665
Legacy Capital Partners
Wisconsin
$359K +$22.6K +205 +7%
AF
1666
Affiance Financial
Minnesota
$358K +$11K +100 +3%
TAM
1667
Trillium Asset Management
Massachusetts
$354K -$46.4K -421 -12%
TFF
1668
The Family Firm
Maryland
$353K +$5.07K +46 +1%
CP
1669
Coho Partners
Pennsylvania
$352K -$1.76K -16 -0.5%
NP
1670
NorthRock Partners
Minnesota
$351K -$26.6K -242 -7%
CCM
1671
Compass Capital Management
Minnesota
$351K -$17.3K -157 -5%
BCM
1672
Becker Capital Management
Oregon
$351K +$104K +949 +44%
SIM
1673
SSI Investment Management
California
$350K -$330 -3 -0.1%
GAM
1674
Gould Asset Management
California
$349K +$34.6K +314 +11%
FTUS
1675
Flow Traders U.S.
New York
$349K +$339K +3,076 New

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.