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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
BA
1701
Bristol Advisors
Pennsylvania
$329K -$1.98M -18,000 -86%
RFM
1702
Royal Fund Management
Florida
$328K +$11.5K +104 +4%
SMH
1703
Sanders Morris Harris
Texas
$328K +$93.6K +850 +42%
CAM
1704
Concorde Asset Management
Michigan
$328K +$96.6K +877 +43%
CPC
1705
Cookson Peirce & Co
Pennsylvania
$327K +$68.5K +622 +27%
BWM
1706
BerganKDV Wealth Management
Minnesota
$324K -$771 -7 -0.2%
FFC
1707
First Financial Corp
Indiana
$323K -$1.32K -12 -0.4%
CPA
1708
Capital Planning Advisors
California
$321K +$52.3K +475 +20%
TFO
1709
Tarbox Family Office
California
$321K +$250K +2,273 +410%
CHAM
1710
Clear Harbor Asset Management
Connecticut
$320K -$11.6K -105 -4%
KWMG
1711
King Wealth Management Group
Florida
$318K +$661 +6 +0.2%
LWA
1712
Lowe Wealth Advisors
Maryland
$316K -$15.7K -143 -5%
SCI
1713
S&CO Inc
Massachusetts
$313K +$6.61K +60 +2%
CI
1714
Chartist Inc
California
$312K -$4.84K -44 -2%
B
1715
Bridgeworth
Alabama
$311K -$4.96K -45 -2%
SIM
1716
Sadoff Investment Management
Wisconsin
$310K +$60.6K +550 +25%
LPIC
1717
LeJeune Puetz Investment Counsel
Michigan
$309K
SCG
1718
Sonata Capital Group
Washington
$308K
SFP
1719
Shepherd Financial Partners
Massachusetts
$308K +$3.41K +31 +1%
FVCM
1720
F&V Capital Management
Florida
$306K
EGM
1721
Engineers Gate Manager
New York
$306K +$297K +2,700 New
HCM
1722
HM Capital Management
Missouri
$305K +$1.54K +14 +0.5%
SGK
1723
Steigerwald Gordon & Koch
Virginia
$304K +$14.4K +131 +5%
LFR
1724
Lehman Financial Resources
Pennsylvania
$301K +$66.6K +605 +29%
FM
1725
Family Management
New York
$296K -$8.81K -80 -3%

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.