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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
BBNB
1751
Baker Boyer National Bank
Washington
$268K – – –
FMTCOCP
1752
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$266K -$20.6K -187 -7%
PA
1753
Parkside Advisors
California
$264K +$257K +2,330 New
DE
1754
Day & Ennis
Georgia
$263K +$5.5K +50 +2%
PBO
1755
Peoples Bank (Ohio)
Ohio
$263K +$35.5K +322 +16%
JFGLC
1756
Johnson Financial Group LLC (Colorado)
Colorado
$262K -$62.5K -568 -20%
PAM
1757
Palisade Asset Management
Minnesota
$261K +$253K +2,299 New
KA
1758
KLCM Advisors
Wisconsin
$260K -$11K -100 -4%
CIP
1759
Capital Insight Partners
Arizona
$259K – – –
BCM
1760
Bourgeon Capital Management
Connecticut
$256K -$187K -1,700 -43%
KFS
1761
Kurt F. Somerville
$256K – – –
TIM
1762
Tortoise Investment Management
New York
$256K +$3.63K +33 +1%
FIM
1763
Fernwood Investment Management
Massachusetts
$254K -$8.26K -75 -3%
FNBSF
1764
First National Bank Sioux Falls
South Dakota
$253K – – –
OMC
1765
Overbrook Management Corp
New York
$252K -$5.5K -50 -2%
HA
1766
Hays Advisory
Tennessee
$251K +$24.8K +225 +11%
PFGIA
1767
Patriot Financial Group Insurance Agency
Massachusetts
$250K +$13.9K +126 +6%
AWMG
1768
Alliance Wealth Management Group
New Jersey
$249K -$4.96K -45 -2%
SFS
1769
Summit Financial Strategies
Ohio
$249K +$2.53K +23 +1%
HCP
1770
Holt Capital Partners
Texas
$247K – – –
AA
1771
Alesco Advisors
New York
$247K +$220 +2 +0.1%
PCMK
1772
Paragon Capital Management (Kansas)
Kansas
$245K -$39.4K -358 -14%
WBG
1773
Wharton Business Group
Pennsylvania
$244K – – –
DP
1774
Dearborn Partners
Illinois
$242K +$17.6K +160 +8%
FPS
1775
Fieldpoint Private Securities
Connecticut
$241K +$234K +2,121 New
69 70
71
72 73

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.