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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
BCMIO
1926
Beacon Capital Management Inc (Ohio)
Ohio
$18K
IPC
1927
Independent Portfolio Consultants
Florida
$18K +$1.98K +18 +13%
CCMW
1928
Cypress Capital Management (Wyoming)
Wyoming
$14.2K
SA
1929
SRH Advisors
Kansas
$13K
WCM
1930
Wealthcare Capital Management
Virginia
$13K
NYLT
1931
New York Life Trust
New York
$12K -$132K -1,195 -92%
HWM
1932
Holloway Wealth Management
Florida
$12K
HRC
1933
Hoertkorn Richard Charles
$11K
HIM
1934
Hillsdale Investment Management
Ontario, Canada
$10K +$7.71K +70 +350%
IF
1935
Ironwood Financial
Arizona
$8K
AAF
1936
Andra AP-fonden
Sweden
$7.59K +$1.35M +12,300 +23%
KIG
1937
Kessler Investment Group
Indiana
$7K
SA
1938
SpiderRock Advisors
Delaware
$7K
BCI
1939
Brinker Capital Investments
Pennsylvania
$6K -$4.74K -43 -47%
AUB
1940
Atlantic Union Bankshares
Virginia
$5.56K +$99.9K +907 +2%
HCM
1941
Horrell Capital Management
Arkansas
$5K
ABFS
1942
Appropriate Balance Financial Services
Washington
$4.3K -$454K -4,125 -89%
Financial Engines Advisors
1943
Financial Engines Advisors
California
$4K -$7.16K -65 -65%
ST
1944
Somerset Trust
Pennsylvania
$4K +$3.96K +36 New
UWPG
1945
Ullmann Wealth Partners Group
Florida
$4K +$4.51K +41 New
Walleye Trading
1946
Walleye Trading
New York
$3.58K +$3.48M +31,588 New
BCFS
1947
Butensky & Cohen Financial Security
Florida
$3K
IAS
1948
INR Advisory Services
Pennsylvania
$3K
MBA
1949
McQueen Ball & Associates
Pennsylvania
$2.55K +$55.6K +505 +2%
NDSI
1950
Newman Dignan & Sheerar Inc
Rhode Island
$2.02K -$5.29K -48 -0.3%

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.