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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
UBWV
1651
United Bank (West Virginia)
West Virginia
$351K +$31.3K +286 +9%
GLI
1652
Guardian Life Insurance
New York
$350K -$255K -2,330 -41%
PHAM
1653
Palisades Hudson Asset Management
Florida
$350K
LRIC
1654
Long Road Investment Counsel
Michigan
$348K
SWK
1655
Stephen W. Kidder
$348K
RPA
1656
Rock Point Advisors
Vermont
$347K -$16K -146 -4%
VNA
1657
VNBTrust National Association
Virginia
$345K -$3.07K -28 -0.9%
FNB
1658
Farmers National Bank
Kentucky
$343K +$12.6K +115 +4%
TAM
1659
Trillium Asset Management
Massachusetts
$342K +$10.8K +99 +3%
BIAS
1660
Beacon Investment Advisory Services
New Jersey
$340K -$23.5K -215 -6%
BWA
1661
Burt Wealth Advisors
Maryland
$338K +$1.64K +15 +0.5%
MWM
1662
Modera Wealth Management
New Jersey
$336K -$121K -1,103 -26%
MCIA
1663
Mountain Capital Investment Advisors
Colorado
$336K +$346K +3,159 New
QCMC
1664
Quantum Capital Management (California)
California
$335K -$22.3K -204 -6%
FCCM
1665
First City Capital Management
Georgia
$335K -$3.5K -32 -1%
AF
1666
Affiance Financial
Minnesota
$335K
LCP
1667
Legacy Capital Partners
Wisconsin
$333K -$3.83K -35 -1%
NWP
1668
Northstar Wealth Partners
Connecticut
$332K -$72.1K -658 -17%
BCM
1669
Becker Capital Management
Oregon
$332K +$3.29K +30 +1%
CBTWT
1670
Community Bank & Trust (Waco, Texas)
Texas
$331K -$46.2K -422 -12%
GAM
1671
Gould Asset Management
California
$330K +$3.07K +28 +0.9%
CP
1672
Coho Partners
Pennsylvania
$328K -$1.53K -14 -0.5%
SIM
1673
SSI Investment Management
California
$326K -$4.27K -39 -1%
NA
1674
Nottingham Advisors
New York
$326K
SAM
1675
Security Asset Management
New York
$325K

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.