We are live on ! Find out more
DIS icon

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
FMP
1901
Financial Management Professionals
Texas
$20K -$2.3K -21 -10%
HA
1902
Harfst & Associates
Wyoming
$17K -$2.96K -27 -14%
BCMIO
1903
Beacon Capital Management Inc (Ohio)
Ohio
$17K
IPC
1904
Independent Portfolio Consultants
Florida
$17K
CCMW
1905
Cypress Capital Management (Wyoming)
Wyoming
$13.3K
SA
1906
SRH Advisors
Kansas
$13K
WCM
1907
Wealthcare Capital Management
Virginia
$13K
MUS
1908
Mitsubishi UFJ Securities
Japan
$13K +$12K +110 +1,100%
HWM
1909
Holloway Wealth Management
Florida
$12K
KIG
1910
Kessler Investment Group
Indiana
$12K +$5.91K +54 +93%
HRC
1911
Hoertkorn Richard Charles
$11K
TG
1912
TLP Group
Illinois
$11K +$10.9K +100 New
Winslow Capital Management
1913
Winslow Capital Management
Minnesota
$9K -$327M -2,989,980 -100%
BCI
1914
Brinker Capital Investments
Pennsylvania
$9K +$3.72K +34 +69%
HIM
1915
Hillsdale Investment Management
Ontario, Canada
$8K -$1.09K -10 -11%
IF
1916
Ironwood Financial
Arizona
$7K
IAS
1917
INR Advisory Services
Pennsylvania
$6K +$2.85K +26 +96%
IR
1918
Invictus RG
Bermuda
$6K +$6.24K +57 New
AUB
1919
Atlantic Union Bankshares
Virginia
$5.3K +$93.4K +853 +2%
HCM
1920
Horrell Capital Management
Arkansas
$5K
MIM
1921
Macroview Investment Management
Maryland
$5K +$4.82K +44 +880%
ABFS
1922
Appropriate Balance Financial Services
Washington
$4.37K -$2.52K -23 -5%
HH
1923
HWG Holdings
Texas
$4K +$4.6K +42 New
BCFS
1924
Butensky & Cohen Financial Security
Florida
$3K
FA
1925
FMA Advisory
Pennsylvania
$2.92K -$233K -2,124 -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.