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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
NEAM
1901
New England Asset Management
Connecticut
$47K
RFWA
1902
RPg Family Wealth Advisory
Massachusetts
$44.2K -$148K -1,340 -77%
WAM
1903
Watermark Asset Management
California
$44K +$42.7K +388 New
RPG
1904
Risk Paradigm Group
Texas
$43.9K
WA
1905
WealthTrust-Arizona
Arizona
$39K -$16.5K -150 -31%
JIR
1906
James Investment Research
Ohio
$37K +$25.3K +230 +230%
DOA
1907
D'Orazio & Associates
Virginia
$36K
HCC
1908
Hirtle Callaghan & Co
Pennsylvania
$36K
HFM
1909
Harvest Fund Management
China
$35K
FPTW
1910
Franklin, Parlapiano, Turner & Welch
Texas
$34K
ST
1911
Sageworth Trust
Pennsylvania
$34K +$33K +300 New
TCM
1912
Tanaka Capital Management
New York
$32K
NC
1913
NewSquare Capital
Pennsylvania
$31K +$4.4K +40 +17%
IUHSA
1914
Itau Unibanco Holding S.A.
Brazil
$30K
PRS
1915
Pinkerton Retirement Specialists
Idaho
$28K -$57.6K -523 -68%
AFIA
1916
America First Investment Advisors
Nebraska
$27K +$24.8K +225 +2,250%
MAS
1917
Madden Advisory Services
Florida
$27K +$27K +245 New
TRCT
1918
Tower Research Capital (TRC)
New York
$25K -$3.99M -36,227 -99%
AAP
1919
Arax Advisory Partners
Colorado
$25K +$110 +1 +0.4%
RBC
1920
Roble Belko & Company
Pennsylvania
$24K -$33K -300 -58%
FMP
1921
Financial Management Professionals
Texas
$24K +$13.9K +126 +137%
CCM
1922
Cohen Capital Management
California
$24K +$23.7K +215 New
AIM
1923
Arcadia Investment Management
Michigan
$23K
CIM
1924
Contravisory Investment Management
Massachusetts
$23K
HA
1925
Harfst & Associates
Wyoming
$21K +$21.3K +193 New

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.