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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
AWS
1726
AJ Wealth Strategies
New York
$281K +$57.9K +529 +25%
VIM
1727
Veritas Investment Management
United Kingdom
$279K -$721K -6,585 -71%
PFGIA
1728
Patriot Financial Group Insurance Agency
Massachusetts
$278K +$51.6K +471 +21%
LWA
1729
Lowe Wealth Advisors
Maryland
$277K -$19.2K -175 -6%
Edgewood Management
1730
Edgewood Management
Connecticut
$276K
SL
1731
Summitry LLC
California
$276K
WCM
1732
Weatherstone Capital Management
Colorado
$274K +$282K +2,577 New
CPSAC
1733
Chas P. Smith & Associates (CPS)
Florida
$273K +$10.8K +99 +4%
ACM
1734
Alta Capital Management
Utah
$273K +$68.9K +629 +32%
IT
1735
Independence Trust
Tennessee
$271K -$82.1K -750 -23%
WBG
1736
Wharton Business Group
Pennsylvania
$269K +$42K +384 +18%
HDIM
1737
Hanson & Doremus Investment Management
Vermont
$268K
WG
1738
Welch Group
Alabama
$266K -$5.26K -48 -2%
VCM
1739
Vigilant Capital Management
Maine
$266K
FNBSF
1740
First National Bank Sioux Falls
South Dakota
$266K +$29.6K +270 +12%
BRF
1741
B. Riley Financial
California
$265K
PV
1742
Private Vista
Illinois
$263K +$70.3K +642 +36%
NQWM
1743
Northwest Quadrant Wealth Management
Oregon
$262K -$12.8K -117 -5%
IAM
1744
ICM Asset Management
Washington
$256K -$59.1K -540 -18%
MRI
1745
Mad River Investors
Massachusetts
$255K
CA
1746
Capital Advantage
California
$254K -$90.6K -827 -26%
AW
1747
Alpha Windward
Massachusetts
$254K -$59.8K -546 -19%
CCA
1748
Clearwater Capital Advisors
Illinois
$254K
LD
1749
Lipe & Dalton
New York
$253K
VAS
1750
Valicenti Advisory Services
New York
$252K -$10.9K -100 -4%

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.