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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
PV
1826
Private Vista
Illinois
$210K +$198K +1,798 New
AIA
1827
AIMZ Investment Advisors
California
$210K +$204K +1,851 New
SFWA
1828
Summit Financial Wealth Advisors
Louisiana
$208K -$51.2K -465 -20%
CCB
1829
Cutter & Co Brokerage
Missouri
$208K +$202K +1,837 New
GWCM
1830
Godshalk Welsh Capital Management
Pennsylvania
$208K +$202K +1,837 New
VWM
1831
Venturi Wealth Management
Texas
$207K +$200K +1,813 New
WA
1832
WP Advisors
California
$205K +$199K +1,804 New
PFA
1833
Paradigm Financial Advisors
Missouri
$205K +$199K +1,810 New
GAM
1834
Gemmer Asset Management
California
$204K -$37.1K -337 -16%
PA
1835
Planning Alternatives
Michigan
$204K +$198K +1,796 New
WA
1836
Wasatch Advisors
Utah
$204K +$198K +1,800 New
MTC
1837
McDaniel Terry & Co
Texas
$202K +$196K +1,782 New
BWM
1838
BigSur Wealth Management
Florida
$202K +$198K +1,800 New
PCMC
1839
Paragon Capital Management (Colorado)
Colorado
$200K +$395K +3,588 New
AI
1840
ArchPoint Investors
Florida
$198K +$192K +1,748 New
IP
1841
Isthmus Partners
Wisconsin
$191K +$13.8K +125 +8%
ACM
1842
AUA Capital Management
Pennsylvania
$190K -$165K -1,495 -47%
PO
1843
Private Ocean
California
$187K -$179K -1,630 -50%
SC
1844
SRB Corp
Massachusetts
$185K -$12.7K -115 -7%
CFA
1845
CT Financial Advisors
Pennsylvania
$181K +$110 +1 +0.1%
SBA
1846
Seven Bridges Advisors
New York
$178K +$173K +1,574 New
CFN
1847
Cordasco Financial Network
Florida
$176K +$4.07K +37 +2%
WP
1848
WealthPLAN Partners
Nebraska
$173K +$169K +1,532 New
SFPIA
1849
Stevens First Principles Investment Advisors
California
$167K -$16.5K -150 -9%
SQA
1850
Simon Quick Advisors
New Jersey
$166K +$330 +3 +0.2%

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.