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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
SIC
2026
SFE Investment Counsel
California
– -$329K -3,045 Closed
CBOR
2027
Community Bank of Raymore
Missouri
– -$276K -2,644 Closed
DSA
2028
Davis Selected Advisers
Arizona
– -$274K -2,629 Closed
AGA
2029
Accuvest Global Advisors
Utah
– -$257K -2,470 Closed
TIP
2030
Torray Investment Partners
Maryland
– -$247K -2,374 Closed
HCM
2031
Hengehold Capital Management
Ohio
– -$246K -2,356 Closed
ACP
2032
Aveo Capital Partners
Colorado
– -$245K -2,350 Closed
IFAM
2033
Institutional & Family Asset Management
Colorado
– -$235K -2,256 Closed
FA
2034
FCG Advisors
New Jersey
– -$225K -2,162 Closed
QCI
2035
Quaker Capital Investments
Pennsylvania
– -$224K -2,150 Closed
GCAC
2036
Guardian Capital Advisors (Canada)
Ontario, Canada
– -$230K -2,145 Closed
GP
2037
GLG Partners
United Kingdom
– -$212K -2,031 Closed
TI
2038
Telemetry Investments
New York
– -$208K -2,000 Closed
STB
2039
S&T Bank
Pennsylvania
– -$205K -1,967 Closed
VC
2040
Vestor Capital
Illinois
– -$184K -1,769 Closed
MS
2041
Marshall & Sullivan
Washington
– -$120K -1,152 Closed
EF
2042
Empirical Finance
Pennsylvania
– -$81K -772 Closed
FAN
2043
Financial Advisors Network
California
– -$70K -637 Closed
IWA
2044
IBEX Wealth Advisors
New Jersey
– -$56K -521 Closed
EPM
2045
Equitec Proprietary Markets
Illinois
– -$52K -500 Closed
PIM
2046
Parasol Investment Management
Illinois
– -$37K -355 Closed
DPA
2047
Delphi Private Advisors
California
– -$24K -235 Closed
LWA
2048
Lenox Wealth Advisors
New York
– -$17.4K -158 -98%
H
2049
Hexavest
Quebec, Canada
– -$15K -141 Closed
PVH
2050
Psagot Value Holdings
Israel
– -$15K -140 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.