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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
WIM
1751
Westside Investment Management
California
$251K -$60.2K -550 -18%
BBNB
1752
Baker Boyer National Bank
Washington
$251K
FMTCOCP
1753
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$249K
HA
1754
Hays Advisory
Tennessee
$249K +$14.9K +136 +6%
OA
1755
Opes Advisors
California
$249K +$248K +2,265 New
PA
1756
Parkside Advisors
California
$248K +$438 +4 +0.2%
NPT
1757
Nixon Peabody Trust
Massachusetts
$248K +$40.5K +370 +19%
VA
1758
Valmark Advisers
Ohio
$247K -$16K -146 -6%
CA
1759
CapWealth Advisors
Tennessee
$247K -$6.46K -59 -2%
NPA
1760
Nichols & Pratt Advisers
Massachusetts
$246K +$27.4K +250 +12%
PAM
1761
Palisade Asset Management
Minnesota
$244K
CBOR
1762
Community Bank of Raymore
Missouri
$242K +$249K +2,278 New
TIM
1763
Tortoise Investment Management
New York
$241K +$1.53K +14 +0.6%
BCM
1764
Bourgeon Capital Management
Connecticut
$240K
KFS
1765
Kurt F. Somerville
$240K
WCM
1766
Windsor Capital Management
Arizona
$240K +$34.7K +317 +16%
SAM
1767
Shikiar Asset Management
New York
$239K -$246K -2,250 -50%
FIM
1768
Fernwood Investment Management
Massachusetts
$238K
SCA
1769
Stillwater Capital Advisors
Pennsylvania
$238K +$32.4K +296 +15%
CCB
1770
Cutter & Co Brokerage
Missouri
$238K +$43.8K +400 +22%
JWM
1771
Jacobus Wealth Management
Wisconsin
$237K +$31.2K +285 +15%
OMC
1772
Overbrook Management Corp
New York
$236K
HCM
1773
Hilton Capital Management
New York
$236K +$29.8K +272 +14%
RCG
1774
Ruggie Capital Group
Florida
$236K +$35.3K +322 +17%
CC
1775
Cedar Capital
Illinois
$235K +$9.2K +84 +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.