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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
SAM
1676
Security Asset Management
New York
$347K
NA
1677
Nottingham Advisors
New York
$347K +$102K +929 +44%
MPIA
1678
Mountain Pacific Investment Advisers
Idaho
$346K
AIM
1679
Assured Investment Management
New York
$345K +$335K +3,047 New
SIAS
1680
Shine Investment Advisory Services
Colorado
$343K +$334K +3,029 New
UBWV
1681
United Bank (West Virginia)
West Virginia
$342K
HIIFS
1682
Harel Insurance Investments & Financial Services
Israel
$341K +$314K +2,854 +2,039%
CWM
1683
Connecticut Wealth Management
Connecticut
$339K -$17.1K -155 -5%
CFA
1684
Capstone Financial Advisors
Illinois
$339K +$5.72K +52 +2%
BFG
1685
Barber Financial Group
Kansas
$337K +$25.3K +230 +8%
PA
1686
Probity Advisors
Texas
$337K +$40.1K +364 +14%
WIM
1687
Westside Investment Management
California
$336K +$63K +572 +24%
TW
1688
Transform Wealth
Colorado
$336K +$5.95K +54 +2%
PK
1689
Pflug Koory
Nebraska
$336K +$6.61K +60 +2%
BEC
1690
Blue Edge Capital
Virginia
$335K -$13.2K -120 -4%
IAM
1691
ICM Asset Management
Washington
$334K -$47.9K -435 -13%
AW
1692
Alpha Windward
Massachusetts
$333K -$3.3K -30 -1%
PNAA
1693
Pictet North America Advisors
Switzerland
$333K +$324K +2,940 New
NWM
1694
Northwest Wealth Management
Iowa
$332K -$10.3K -94 -3%
VIA
1695
Vident Investment Advisory
Georgia
$332K +$323K +2,931 New
WA
1696
Wealth Architects
California
$331K -$551 -5 -0.2%
MCP
1697
Mirador Capital Partners
California
$331K +$551 +5 +0.2%
SFG
1698
StrategIQ Financial Group
Indiana
$331K +$661 +6 +0.2%
EWM
1699
Evermay Wealth Management
Virginia
$331K +$322K +2,920 New
KM
1700
Kalos Management
Georgia
$330K +$55.8K +507 +21%

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.