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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
MPIA
1676
Mountain Pacific Investment Advisers
Idaho
$324K
ACM
1677
AUA Capital Management
Pennsylvania
$321K +$147K +1,345 +80%
SMG
1678
Spectrum Management Group
Indiana
$321K +$331K +3,020 New
BA
1679
BKS Advisors
Michigan
$319K -$299K -2,726 -48%
PA
1680
Probity Advisors
Texas
$319K +$3.72K +34 +1%
GAM
1681
Griffin Asset Management
New York
$318K +$328K +2,995 New
SFG
1682
StrategIQ Financial Group
Indiana
$317K +$6.79K +62 +2%
CNB
1683
Camden National Bank
Maine
$315K -$52.8K -482 -14%
PK
1684
Pflug Koory
Nebraska
$315K
CWM
1685
Connecticut Wealth Management
Connecticut
$315K +$4.6K +42 +1%
WA
1686
Wealth Architects
California
$315K +$5.26K +48 +2%
BFG
1687
Barber Financial Group
Kansas
$314K -$1.42K -13 -0.4%
BEC
1688
Blue Edge Capital
Virginia
$314K
EA
1689
Emerald Advisers
Pennsylvania
$313K -$296K -2,701 -48%
KIM
1690
Karpus Investment Management
New York
$313K
AA
1691
ALPS Advisors
Colorado
$313K +$322K +2,942 New
MCP
1692
Mirador Capital Partners
California
$312K -$2.19K -20 -0.7%
BWM
1693
BerganKDV Wealth Management
Minnesota
$311K +$7.34K +67 +2%
TW
1694
Transform Wealth
Colorado
$307K -$8.21K -75 -3%
SCI
1695
Stableford Capital II
Arizona
$307K +$32.5K +297 +11%
IP
1696
Intellectus Partners
California
$307K +$52.6K +480 +20%
NWM
1697
Northwest Wealth Management
Iowa
$306K -$5.47K -50 -2%
CFA
1698
Capstone Financial Advisors
Illinois
$304K -$14.2K -130 -4%
SMH
1699
Sanders Morris Harris
Texas
$303K -$5.47K -50 -2%
HL
1700
HeadInvest LLC
Maine
$302K -$42K -384 -12%

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.