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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
CHP
1776
Cable Hill Partners
Oregon
$235K +$21.9K +200 +10%
AEPG
1777
American Economic Planning Group
New Jersey
$234K -$38.3K -350 -14%
HAM
1778
Highstreet Asset Management
Ontario, Canada
$234K +$241K +2,200 New
AA
1779
Alesco Advisors
New York
$231K
HCP
1780
Holt Capital Partners
Texas
$231K
DP
1781
Dearborn Partners
Illinois
$227K
AWMG
1782
Alliance Wealth Management Group
New Jersey
$226K -$3.29K -30 -1%
JSA
1783
Jacobson & Schmitt Advisors
Wisconsin
$225K
DE
1784
Day & Ennis
Georgia
$223K -$23.5K -215 -9%
PBO
1785
Peoples Bank (Ohio)
Ohio
$222K -$24.7K -226 -10%
SFS
1786
Summit Financial Strategies
Ohio
$222K -$11.2K -102 -5%
BFPW
1787
BOK Financial Private Wealth
Colorado
$222K -$876 -8 -0.4%
MCM
1788
Marathon Capital Management
Maryland
$221K +$4.16K +38 +2%
AIS
1789
Accurate Investment Solutions
Pennsylvania
$221K +$11.5K +105 +5%
SFG
1790
Sather Financial Group
Texas
$221K +$228K +2,083 New
HI
1791
Hudock Inc
Pennsylvania
$220K
DWM
1792
Darwin Wealth Management
Florida
$220K +$1.31K +12 +0.6%
DWM
1793
Doyle Wealth Management
Florida
$220K +$7.12K +65 +3%
EAM
1794
Evanson Asset Management
California
$220K +$11.4K +104 +5%
CIC
1795
Chase Investment Counsel
Virginia
$219K
ACA
1796
Anchor Capital Advisors
Massachusetts
$219K +$3.5K +32 +2%
RWM
1797
Ritholtz Wealth Management
New York
$219K +$226K +2,061 New
PGA
1798
Portland Global Advisors
Maine
$217K
BCM
1799
Brookmont Capital Management
Texas
$215K +$222K +2,026 New
NIA
1800
Northstar Investment Advisors
Colorado
$214K

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.