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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
EVM
1801
Evelyn V. Moreno
$213K -$49.3K -450 -18%
CM
1802
Castleark Management
Illinois
$213K
RC
1803
RBF Capital
California
$213K
WRM
1804
Weybosset Research & Management
Rhode Island
$213K +$5.47K +50 +3%
AIA
1805
AIMZ Investment Advisors
California
$213K +$16.4K +150 +8%
LCM
1806
Lucas Capital Management
New Jersey
$212K -$10.9K -100 -5%
HR
1807
Howe & Rusling
New York
$212K
AP
1808
Atwood & Palmer
Missouri
$211K +$2.74K +25 +1%
CHA
1809
Cedar Hill Associates
Illinois
$210K -$3.29K -30 -1%
FPIS
1810
Financial Planning & Information Services
Wisconsin
$209K -$876 -8 -0.4%
FLII
1811
First Long Island Investors
New York
$208K +$214K +1,954 New
SIM
1812
Sonora Investment Management
Arizona
$208K -$1.09K -10 -0.5%
PVWM
1813
Point View Wealth Management
New Jersey
$206K
AIA
1814
Allegis Investment Advisors
Idaho
$206K +$213K +1,941 New
CBB
1815
Citizens Business Bank
California
$204K
MCM
1816
McKinley Capital Management
Alaska
$203K -$3.18K -29 -1%
ACC
1817
Accident Compensation Corp
New Zealand
$202K -$1.06M -9,700 -84%
MWM
1818
Mascoma Wealth Management
New Hampshire
$202K
TWMP
1819
Taylor Wealth Management Partners
Massachusetts
$202K
NP
1820
NS Partners
United Kingdom
$201K -$2.28M -20,836 -92%
AIP
1821
Almanack Investment Partners
Pennsylvania
$198K +$204K +1,860 New
ACM
1822
Armbruster Capital Management
New York
$197K -$21.1K -193 -9%
SC
1823
SRB Corp
Massachusetts
$179K +$5.91K +54 +3%
PO
1824
Private Ocean
California
$175K
GAM
1825
Gemmer Asset Management
California
$171K -$20.5K -187 -10%

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.