We are live on ! Find out more
DIS icon

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
151
Scopus Asset Management
New York
$85M +$60.6M +550,000 +275%
Fiera Capital (Canada)
152
Fiera Capital (Canada)
Quebec, Canada
$83.3M +$488K +4,435 +0.6%
Axa
153
Axa
France
$83M -$2.39M -21,744 -3%
TCP
154
Tourbillon Capital Partners
New York
$81.4M +$79M +717,889 New
SCM
155
Smead Capital Management
Arizona
$81.2M -$1.2M -10,897 -1%
GHCM
156
Glen Harbor Capital Management
California
$80.9M +$3.7M +33,626 +5%
VOYA Investment Management
157
VOYA Investment Management
Georgia
$78.5M -$2.19M -19,890 -3%
CCMH
158
Cornerstone Capital Management Holdings
New York
$77.8M +$9.1M +82,675 +14%
Canada Pension Plan Investment Board
159
Canada Pension Plan Investment Board
Ontario, Canada
$76.1M +$73M +662,689 +8,245%
Bank of Nova Scotia
160
Bank of Nova Scotia
Ontario, Canada
$75.9M +$33.1M +300,209 +81%
Bessemer Group
161
Bessemer Group
New Jersey
$70.2M +$596K +5,413 +0.9%
WBC
162
Westpac Banking Corp
Australia
$69.9M -$2.34M -21,254 -3%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$69.8M +$2.84M +25,807 +4%
GC
164
Guggenheim Capital
Illinois
$69.8M -$8.01M -72,755 -11%
Creative Planning
165
Creative Planning
Kansas
$67.5M +$59.9K +544 +0.1%
GT
166
Glenmede Trust
Pennsylvania
$67.4M +$7.84M +71,162 +14%
1832 Asset Management
167
1832 Asset Management
Ontario, Canada
$67.1M -$129M -1,167,153 -66%
EAM
168
Edge Asset Management
Washington
$67.1M -$1.67M -15,179 -3%
MCIM
169
Meadow Creek Investment Management
Georgia
$66.6M +$3.05M +27,692 +5%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$66.6M +$261K +2,368 +0.4%
AIG
171
American International Group
New York
$66.4M -$346K -3,141 -0.5%
PRO
172
Pensioenfonds Rail & OV
Netherlands
$65.5M +$79.5K +722 +0.1%
Comerica Bank
173
Comerica Bank
Texas
$63.3M -$1.3M -11,797 -2%
CIBC World Market
174
CIBC World Market
Ontario, Canada
$62.5M +$25.8M +234,215 +74%
M&T Bank
175
M&T Bank
New York
$62.3M -$18M -163,846 -23%

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.