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Walt Disney

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: 187207 (+20)

1.73% more ownership

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

1% more funds holding

Funds holding: 1,9331,956 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CC
1776
Cedar Capital
Illinois
$241K +$234K +2,128 New
AWS
1777
AJ Wealth Strategies
New York
$240K
SEIA
1778
Signature Estate & Investment Advisors
California
$240K +$84.1K +764 +57%
JSA
1779
Jacobson & Schmitt Advisors
Wisconsin
$240K +$233K +2,116 New
LCM
1780
Lucas Capital Management
New Jersey
$238K -$3.96K -36 -2%
BFPW
1781
BOK Financial Private Wealth
Colorado
$238K +$13.1K +119 +6%
HFA
1782
High Falls Advisors
New York
$237K +$231K +2,095 New
HI
1783
Hudock Inc
Pennsylvania
$235K -$593K -5,389 -72%
CIC
1784
Chase Investment Counsel
Virginia
$234K +$5.5K +50 +2%
DWM
1785
Darwin Wealth Management
Florida
$233K -$6.94K -63 -3%
NPA
1786
Nichols & Pratt Advisers
Massachusetts
$233K
BP
1787
BBR Partners
New York
$233K +$226K +2,055 New
ACM
1788
Armbruster Capital Management
New York
$232K -$66.1K -600 -23%
MCM
1789
Marathon Capital Management
Maryland
$232K -$16.5K -150 -7%
MIC
1790
Meridian Investment Counsel
California
$232K
AWM
1791
AllSquare Wealth Management
New York
$231K -$45.7K -415 -17%
PGA
1792
Portland Global Advisors
Maine
$231K
NA
1793
NewEdge Advisors
Louisiana
$230K -$132K -1,201 -37%
ACA
1794
Anchor Capital Advisors
Massachusetts
$230K
NIA
1795
Northstar Investment Advisors
Colorado
$228K -$40.7K -370 -16%
BRC
1796
Bell Rock Capital
Delaware
$228K +$33.9K +308 +18%
CHA
1797
Cedar Hill Associates
Illinois
$227K -$13.1K -119 -6%
WC
1798
Whitney & Co
New York
$227K -$5.5K -50 -2%
CM
1799
Castleark Management
Illinois
$227K
RC
1800
RBF Capital
California
$227K

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.