We are live on ! Find out more
DIS icon

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
IA
2001
Icon Advisers
Colorado
– -$823K -7,900 Closed
IR
2002
Invictus RG
Bermuda
– -$768K -7,371 Closed
QSS
2003
Quantitative Systematic Strategies
Florida
– -$690K -6,598 Closed
AA
2004
ALPS Advisors
Colorado
– -$668K -6,412 Closed
OCAM
2005
Onex Canada Asset Management
Ontario, Canada
– -$667K -6,396 Closed
SAS
2006
Stelac Advisory Services
New York
– -$646K -6,201 Closed
ADBIC
2007
A.D. Beadell Investment Counsel
Wisconsin
– -$611K -5,865 Closed
BHB
2008
Bank Hapoalim BM
Israel
– -$594K -5,696 Closed
PCM
2009
Pointe Capital Management
Michigan
– -$541K -5,194 Closed
MFIMFI
2010
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$519K -4,990 Closed
CC
2011
Capital Counsel
New York
– -$499K -4,787 Closed
VFPI
2012
Vantage Financial Partners (Illinois)
Illinois
– -$490K -4,700 Closed
SIG
2013
Stanford Investment Group
California
– -$454K -4,355 Closed
LP
2014
LGL Partners
Pennsylvania
– -$431K -4,131 Closed
EA
2015
Efficient Advisors
Ohio
– -$427K -4,100 Closed
FWM
2016
FFT Wealth Management
Pennsylvania
– -$417K -4,000 Closed
FVP
2017
Firefly Value Partners
Pennsylvania
– -$409K -3,923 Closed
ACM
2018
AKRE Capital Management
Virginia
– -$406K -3,891 Closed
PP
2019
PagnatoKarp Partners
Virginia
– -$381K -3,634 Closed
SAM
2020
SignalPoint Asset Management
Missouri
– -$362K -3,472 Closed
PM
2021
Parametrica Management
Hong Kong
– -$349K -3,348 Closed
JDR
2022
Jay D. Rosenbaum
– -$342K -3,280 Closed
GWM
2023
Greenwich Wealth Management
Connecticut
– -$333K -3,196 Closed
AIA
2024
Allegis Investment Advisors
Idaho
– -$321K -3,079 Closed
CA
2025
Corrado Advisors
New Jersey
– -$318K -3,048 Closed
79 80
81
82 83

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.