Walt Disney
DIS
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.
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: 1,957 → 1,931 (-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: 207 → 138 (-69)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$535M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$358M |
| 3 |
Morgan Stanley
New York
|
+$266M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$259M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$233M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.22B |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$550M |
| 3 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$510M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$486M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$327M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HFM
2026
Harvest Fund Management
Beijing,
China
| – | -$35K | -309 | Closed |
|
|
FPTW
2027
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| – | -$34K | -301 | Closed |
|
|
ST
2028
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$34K | -300 | Closed |
|
|
MAS
2029
Madden Advisory Services
Jacksonville,
Florida
| – | -$27K | -245 | Closed |
|
|
CCM
2030
Cohen Capital Management
Corte Madera,
California
| – | -$24K | -215 | Closed |
|
|
UWPG
2031
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| – | -$4K | -41 | Closed |
|
|
ST
2032
Somerset Trust
Somerset,
Pennsylvania
| – | -$4K | -36 | Closed |
|
2033
Financial Engines Advisors
Santa Clara,
California
| – | -$4K | -35 | 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.