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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
RAM
1851
Riggs Asset Management
Pennsylvania
$102K
AJ
1852
Ashburton (Jersey)
Jersey
$99K -$1.8M -16,396 -95%
AA
1853
AlphaMark Advisors
Kentucky
$99K
EP
1854
Edinburgh Partners
United Kingdom
$97K
VC
1855
Vestor Capital
Illinois
$96K +$99.4K +908 New
SMFG
1856
Sumitomo Mitsui Financial Group
Japan
$90K -$45.4K -415 -33%
GWA
1857
Guidant Wealth Advisors
Illinois
$87K
RWG
1858
Regal Wealth Group
California
$85K
TJHA
1859
Thomas J. Herzfeld Advisors
Florida
$81K -$32.5K -297 -28%
CWM
1860
Catamount Wealth Management
Connecticut
$81K
DSN
1861
D. Scott Neal
Kentucky
$79K
LWM
1862
Lenox Wealth Management
Ohio
$74K +$4.49K +41 +6%
RWML
1863
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$73.7K -$3.4K -31 -4%
ZB
1864
Zions Bancorporation
Utah
$72K -$38.9K -355 -34%
SHJ
1865
Sharkey, Howes & Javer
Colorado
$69K
RPG
1866
Risk Paradigm Group
Texas
$66.6K +$26.3K +240 +62%
BC
1867
Barnett & Company
Tennessee
$65K
JAM
1868
Jolley Asset Management
North Carolina
$65K
MBT
1869
Monroe Bank & Trust
Michigan
$64K
TCCM
1870
Timber Creek Capital Management
Massachusetts
$64K
RFWA
1871
RPg Family Wealth Advisory
Massachusetts
$63.1K +$22.3K +204 +52%
WAS
1872
Winch Advisory Services
Wisconsin
$62K +$3.29K +30 +5%
AWMS
1873
Advocacy Wealth Management Services
Georgia
$61K -$4.38K -40 -7%
MIC
1874
MU Investments Company
Japan
$60K -$14.2K -130 -19%
LYV
1875
Live Your Vision
Pennsylvania
$60K +$438 +4 +0.7%

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.