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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
AIM
1826
Acrospire Investment Management
Illinois
$170K +$175K +1,600 New
PCM
1827
Prelude Capital Management
New York
$168K +$173K +1,578 New
AI
1828
ArchPoint Investors
Florida
$167K -$18.9K -173 -10%
IP
1829
Isthmus Partners
Wisconsin
$166K -$13.7K -125 -7%
CFN
1830
Cordasco Financial Network
Florida
$162K -$2.85K -26 -2%
SQA
1831
Simon Quick Advisors
New Jersey
$155K
CLM
1832
ClearBridge LLC (Maryland)
Maryland
$154K
BWA
1833
BDO Wealth Advisors
Florida
$153K +$157K +1,435 New
NCM
1834
New Capital Management
Texas
$151K
KF
1835
Krilogy Financial
Missouri
$151K +$18.2K +166 +13%
BL
1836
Balentine LLC
Georgia
$145K -$7.01K -64 -4%
SFPIA
1837
Stevens First Principles Investment Advisors
California
$142K -$14.8K -135 -9%
LA
1838
Legacy Advisors
Pennsylvania
$137K -$10.9K -100 -7%
VCM
1839
Versant Capital Management
Arizona
$135K +$9.64K +88 +7%
RP
1840
Rowlandmiller & Partners
Georgia
$133K
MWM
1841
MinichMacGregor Wealth Management
New York
$132K -$5.04K -46 -4%
SBA
1842
Seven Bridges Advisors
New York
$128K -$40K -365 -23%
GBBWRPM
1843
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$123K -$8.1K -74 -6%
CFD
1844
Creative Financial Designs
Indiana
$121K +$1.21K +11 +1%
GRP
1845
Global Retirement Partners
California
$119K -$3.61K -33 -3%
SCA
1846
Stuart Chaussee & Associates
California
$119K
LF
1847
Lee Financial
Texas
$112K +$8.1K +74 +8%
BAM
1848
Bruderman Asset Management
New York
$106K -$478K -4,362 -81%
CFG
1849
CKW Financial Group
Hawaii
$104K
TC
1850
Trust Company
Kansas
$103K -$3.95M -36,062 -97%

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.