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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
SRSA
2001
S.R. Schill & Associates
Washington
-$276K -2,434 Closed
JFGLC
2002
Johnson Financial Group LLC (Colorado)
Colorado
-$262K -2,314 Closed
CIP
2003
Capital Insight Partners
Arizona
-$259K -2,285 Closed
PCMK
2004
Paragon Capital Management (Kansas)
Kansas
-$245K -2,168 Closed
FPS
2005
Fieldpoint Private Securities
Connecticut
-$241K -2,121 Closed
SEIA
2006
Signature Estate & Investment Advisors
California
-$240K -2,113 Closed
HFA
2007
High Falls Advisors
New York
-$237K -2,095 Closed
BP
2008
BBR Partners
New York
-$233K -2,055 Closed
MIC
2009
Meridian Investment Counsel
California
-$232K -2,050 Closed
AWM
2010
AllSquare Wealth Management
New York
-$231K -2,033 Closed
WC
2011
Whitney & Co
New York
-$227K -2,000 Closed
NPF
2012
Norris Perne & French
Michigan
-$218K -1,923 Closed
RC
2013
Randolph Company
Ohio
-$216K -1,908 Closed
TCM
2014
Traynor Capital Management
Pennsylvania
-$217K -1,901 Closed
RCG
2015
Ruane, Cunniff & Goldfarb
New York
-$213K -1,882 Closed
GWCM
2016
Godshalk Welsh Capital Management
Pennsylvania
-$208K -1,837 Closed
SFWA
2017
Summit Financial Wealth Advisors
Louisiana
-$208K -1,833 Closed
VWM
2018
Venturi Wealth Management
Texas
-$207K -1,813 Closed
PFA
2019
Paradigm Financial Advisors
Missouri
-$205K -1,810 Closed
WA
2020
WP Advisors
California
-$205K -1,804 Closed
BWM
2021
BigSur Wealth Management
Florida
-$202K -1,800 Closed
PA
2022
Planning Alternatives
Michigan
-$204K -1,796 Closed
MTC
2023
McDaniel Terry & Co
Texas
-$202K -1,782 Closed
BIG
2024
Bellwether Investment Group
Tennessee
-$147K -1,297 Closed
FMA
2025
FNY Managed Accounts
New York
-$51K -451 Closed

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.