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Walt Disney
DIS

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: 187 → 207 (+20)

1.73% more ownership

Funds ownership: 61.08% → 62.81% (+1.7%)

1% more funds holding

Funds holding: 1,933 → 1,956 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.84B
2
JP Morgan Chase
JP Morgan Chase
New York
+$735M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
4
Citigroup
Citigroup
New York
+$358M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$329M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$304M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$286M
3
Renaissance Technologies
Renaissance Technologies
New York
-$247M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$241M
5
AC
Alleghany Corporation
New York
-$178M
Name Holding Trade Value Shares
Change 		Change in
Stake
Edgewood Management
1726
Edgewood Management
Connecticut
$295K – – –
SL
1727
Summitry LLC
California
$295K – – –
GFPC
1728
Global Financial Private Capital
Florida
$295K +$287K +2,604 New
SCI
1729
Stableford Capital II
Arizona
$293K +$285K +2,588 New
FNB
1730
Farmers National Bank
Kentucky
$289K -$4.74K -43 -1%
AEPG
1731
American Economic Planning Group
New Jersey
$289K +$551 +5 +0.2%
WG
1732
Welch Group
Alabama
$289K +$39.4K +358 +16%
HDIM
1733
Hanson & Doremus Investment Management
Vermont
$286K +$17.6K +160 +7%
NQWM
1734
Northwest Quadrant Wealth Management
Oregon
$285K +$2.42K +22 +0.9%
VCM
1735
Vigilant Capital Management
Maine
$284K – – –
RWMH
1736
Riverpoint Wealth Management Holdings
Illinois
$283K -$74.2K -674 -21%
BRF
1737
B. Riley Financial
California
$282K -$33K -300 -11%
VAS
1738
Valicenti Advisory Services
New York
$281K +$20.4K +185 +8%
ST
1739
Sabal Trust
Florida
$281K +$272K +2,472 New
CPSAC
1740
Chas P. Smith & Associates (CPS)
Florida
$280K -$2.53K -23 -0.9%
VA
1741
Valmark Advisers
Ohio
$280K – – –
EVM
1742
Evelyn V. Moreno
$278K +$270K +2,450 New
CCA
1743
Clearwater Capital Advisors
Illinois
$277K +$13.5K +123 +5%
SRSA
1744
S.R. Schill & Associates
Washington
$276K +$268K +2,434 New
IP
1745
Intellectus Partners
California
$273K – – –
MRI
1746
Mad River Investors
Massachusetts
$272K – – –
BWM
1747
Bernicke Wealth Management
Wisconsin
$272K +$264K +2,397 New
LD
1748
Lipe & Dalton
New York
$270K – – –
CA
1749
CapWealth Advisors
Tennessee
$270K +$2.53K +23 +1%
CIP
1750
Convergence Investment Partners
Florida
$269K +$20.4K +185 +8%
68 69
70
71 72

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.