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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
DWM
1801
Doyle Wealth Management
Florida
$227K +$221K +2,004 New
HR
1802
Howe & Rusling
New York
$226K -$5.72K -52 -3%
CHP
1803
Cable Hill Partners
Oregon
$226K +$35.9K +326 +20%
AIS
1804
Accurate Investment Solutions
Pennsylvania
$224K
FPIS
1805
Financial Planning & Information Services
Wisconsin
$224K
EAM
1806
Evanson Asset Management
California
$223K -$213K -1,932 -50%
SIM
1807
Sonora Investment Management
Arizona
$223K +$23K +209 +12%
AP
1808
Atwood & Palmer
Missouri
$222K -$49.8K -452 -19%
NPT
1809
Nixon Peabody Trust
Massachusetts
$222K +$216K +1,960 New
HCM
1810
Hilton Capital Management
New York
$221K -$1.29M -11,696 -86%
SCA
1811
Stillwater Capital Advisors
Pennsylvania
$221K -$32.5K -295 -13%
WRM
1812
Weybosset Research & Management
Rhode Island
$221K
ACM
1813
Alta Capital Management
Utah
$220K -$46.9K -426 -18%
MCM
1814
McKinley Capital Management
Alaska
$220K -$12.4K -113 -6%
PVWM
1815
Point View Wealth Management
New Jersey
$220K -$330 -3 -0.2%
JWM
1816
Jacobus Wealth Management
Wisconsin
$220K +$15.2K +138 +8%
WCM
1817
Windsor Capital Management
Arizona
$220K +$214K +1,946 New
NPF
1818
Norris Perne & French
Michigan
$218K -$29.9K -272 -12%
TCM
1819
Traynor Capital Management
Pennsylvania
$217K +$209K +1,901 New
CBB
1820
Citizens Business Bank
California
$217K +$211K +1,915 New
RCG
1821
Ruggie Capital Group
Florida
$216K +$134K +1,213 +176%
RC
1822
Randolph Company
Ohio
$216K +$210K +1,908 New
TWMP
1823
Taylor Wealth Management Partners
Massachusetts
$215K -$7.16K -65 -3%
MWM
1824
Mascoma Wealth Management
New Hampshire
$215K
RCG
1825
Ruane, Cunniff & Goldfarb
New York
$213K +$207K +1,882 New

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.