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Walt Disney
DIS

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: 187 → 207 (+20)

1.73% more ownership

Funds ownership: 61.08% → 62.81% (+1.7%)

1% more funds holding

Funds holding: 1,933 → 1,956 (+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

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.84B
2
JP Morgan Chase
JP Morgan Chase
New York
+$735M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$536M
4
Citigroup
Citigroup
New York
+$358M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$329M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$304M
2
LPU
Lansdowne Partners (UK)
United Kingdom
-$286M
3
Renaissance Technologies
Renaissance Technologies
New York
-$247M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$241M
5
AC
Alleghany Corporation
New York
-$178M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRSOTSOK
176
Teachers Retirement System of the State of Kentucky
Kentucky
$61.7M -$8.85M -80,355 -13%
CFC
177
Cincinnati Financial Corp
Ohio
$61.5M – – –
Janus Henderson Group
178
Janus Henderson Group
United Kingdom
$59.6M +$1.2M +10,918 +2%
CIC
179
Chilton Investment Company
Connecticut
$57.1M -$10.6M -96,354 -16%
WA
180
WestEnd Advisors
North Carolina
$56.9M -$14.3M -129,755 -21%
JWBC
181
John W. Bristol & Co
New York
$56.8M -$2.22M -20,143 -4%
Lord, Abbett & Co
182
Lord, Abbett & Co
New Jersey
$56.5M +$54.8M +498,075 New
ACM
183
Atlanta Capital Management
Georgia
$55.7M -$14.3M -130,208 -21%
BNP Paribas Asset Management
184
BNP Paribas Asset Management
France
$54.8M +$1.27M +11,514 +2%
BC
185
Bartlett & Co
Ohio
$54.5M -$2.58M -23,411 -5%
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$54.2M -$2.64M -24,015 -5%
TAM
187
Tocqueville Asset Management
New York
$53.9M +$4.29M +38,985 +9%
SAM
188
Sawgrass Asset Management
Florida
$53.8M +$4.88M +44,320 +10%
William Blair & Company
189
William Blair & Company
Illinois
$53.5M -$10.1M -92,169 -16%
GIBU
190
Gulf International Bank (UK)
United Kingdom
$53.4M +$55.1K +500 +0.1%
BG
191
Bahl & Gaynor
Ohio
$53.3M +$7.63M +69,324 +17%
SG Americas Securities
192
SG Americas Securities
New York
$53M -$74.9M -680,152 -59%
PAM
193
Panagora Asset Management
Massachusetts
$52.9M -$11.7M -106,480 -19%
CAM
194
Congress Asset Management
Massachusetts
$52.9M -$2.46M -22,322 -5%
EP
195
Elkfork Partners
Oregon
$52.4M +$2.4M +21,758 +5%
SC
196
Scotia Capital
Ontario, Canada
$51.8M -$2.98M -27,047 -6%
OTPPB
197
Ontario Teachers' Pension Plan Board
Ontario, Canada
$51M +$740K +6,721 +2%
CWM
198
CIBC World Markets
New York
$50.5M +$16.5M +149,762 +51%
Fidelity International
199
Fidelity International
Bermuda
$50.1M +$3.2M +29,085 +7%
LWCFA
200
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49.4M +$1.18M +10,695 +3%
6 7
8
9 10

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.