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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
CLM
1851
ClearBridge LLC (Maryland)
Maryland
$164K -$33K -300 -17%
BL
1852
Balentine LLC
Georgia
$162K +$26.9K +244 +21%
LA
1853
Legacy Advisors
Pennsylvania
$157K +$1.21K +11 +0.8%
NCM
1854
New Capital Management
Texas
$151K +$110 +1 +0.1%
BIG
1855
Bellwether Investment Group
Tennessee
$147K -$178K -1,621 -56%
MWM
1856
MinichMacGregor Wealth Management
New York
$147K +$14.2K +129 +11%
SMFG
1857
Sumitomo Mitsui Financial Group
Japan
$144K +$140K +1,271 New
RP
1858
Rowlandmiller & Partners
Georgia
$142K
GBBWRPM
1859
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$140K -$116K -1,054 -46%
VCM
1860
Versant Capital Management
Arizona
$134K +$2.09K +19 +2%
CSS
1861
Cubist Systematic Strategies
Connecticut
$133K -$1.76M -15,985 -93%
KF
1862
Krilogy Financial
Missouri
$131K
GRP
1863
Global Retirement Partners
California
$130K +$35.6K +323 +39%
AIM
1864
Acropolis Investment Management
Missouri
$129K
CFD
1865
Creative Financial Designs
Indiana
$128K -$8.26K -75 -6%
SCA
1866
Stuart Chaussee & Associates
California
$127K +$24.8K +225 +25%
TJHA
1867
Thomas J. Herzfeld Advisors
Florida
$120K +$551 +5 +0.5%
ZB
1868
Zions Bancorporation
Utah
$117K -$23.2K -211 -17%
LF
1869
Lee Financial
Texas
$111K -$15.2K -138 -12%
RAM
1870
Riggs Asset Management
Pennsylvania
$109K -$11.3K -103 -10%
CFG
1871
CKW Financial Group
Hawaii
$109K
AA
1872
AlphaMark Advisors
Kentucky
$105K +$55.4K +503 +118%
EP
1873
Edinburgh Partners
United Kingdom
$104K
GWA
1874
Guidant Wealth Advisors
Illinois
$94K +$48.3K +439 +109%
CFS
1875
Commonwealth Financial Services
West Virginia
$93K +$40.1K +364 +79%

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.