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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
GT
151
Glenmede Trust
Pennsylvania
$67.4M
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$67.3M +$1.98M +18,106 +3%
LPL Financial
153
LPL Financial
California
$67M +$61.3M +560,160 +796%
Bessemer Group
154
Bessemer Group
New Jersey
$66.4M +$663K +6,058 +1%
MCIM
155
Meadow Creek Investment Management
Georgia
$65.3M +$2.93M +26,768 +5%
Fiera Capital (Canada)
156
Fiera Capital (Canada)
Quebec, Canada
$64.9M -$13.5M -123,686 -17%
Creative Planning
157
Creative Planning
Kansas
$64.4M +$1.19M +10,842 +2%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$63.3M +$822K +7,510 +1%
AIG
159
American International Group
New York
$62.7M +$509K +4,644 +0.8%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$62.5M -$17.8M -162,259 -22%
TCP
161
Tourbillon Capital Partners
New York
$61.4M -$15.3M -139,776 -19%
PRO
162
Pensioenfonds Rail & OV
Netherlands
$61.4M
Lord, Abbett & Co
163
Lord, Abbett & Co
New Jersey
$60.6M +$7.87M +71,838 +14%
Los Angeles Capital Management
164
Los Angeles Capital Management
California
$59.6M +$35.9M +327,399 +140%
SAM
165
Sawgrass Asset Management
Florida
$59M +$8.82M +80,570 +17%
LWCFA
166
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58.7M +$10.8M +98,298 +23%
Comerica Bank
167
Comerica Bank
Texas
$58.5M +$18.4K +168 +0%
CIC
168
Chilton Investment Company
Connecticut
$58.4M +$5.09M +46,458 +9%
CFC
169
Cincinnati Financial Corp
Ohio
$57.6M
BA
170
Boston Advisors
Massachusetts
$57.6M +$17.1M +156,372 +41%
CCMH
171
Cornerstone Capital Management Holdings
New York
$57.1M -$16.3M -148,722 -22%
M&T Bank
172
M&T Bank
New York
$56.2M -$2.26M -20,678 -4%
Toronto Dominion Bank
173
Toronto Dominion Bank
Ontario, Canada
$55.8M +$11.3M +103,400 +25%
RCAMU
174
Rothschild & Co Asset Management US
Connecticut
$55.3M +$56.2M +513,209 +6,945%
TAM
175
Tocqueville Asset Management
New York
$54.3M +$3.84M +35,063 +7%

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.