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Walt Disney

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: 187207 (+20)

1.73% more ownership

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

1% more funds holding

Funds holding: 1,9331,956 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$11B +$536M +4,871,591 +5%
BlackRock
2
BlackRock
New York
$9.45B +$8.84B +80,269,877 +2,616%
State Street
3
State Street
Massachusetts
$7.68B +$50.2M +456,053 +0.7%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$4.79B
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.81B -$61.4M -557,528 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$3.12B +$3.76M +34,145 +0.1%
Goldman Sachs
7
Goldman Sachs
New York
$3.06B +$3.3M +29,957 +0.1%
Bank of America
8
Bank of America
North Carolina
$2.47B +$37.1M +337,039 +2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$2.35B -$107M -968,587 -4%
Northern Trust
10
Northern Trust
Illinois
$2.26B +$35.5M +322,410 +2%
JP Morgan Chase
11
JP Morgan Chase
New York
$2.23B +$735M +6,673,243 +51%
Morgan Stanley
12
Morgan Stanley
New York
$2.05B -$140M -1,267,991 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.7B +$114M +1,039,731 +7%
Norges Bank
14
Norges Bank
Norway
$1.67B +$31.6M +287,270 +2%
Wells Fargo
15
Wells Fargo
California
$1.26B +$51.1M +463,832 +4%
TCIM
16
TIAA CREF Investment Management
New York
$1.12B +$2.09M +18,941 +0.2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$1.06B -$57.8M -524,654 -5%
AllianceBernstein
18
AllianceBernstein
Tennessee
$1.01B +$67.2M +610,087 +7%
UBS Group
19
UBS Group
Switzerland
$1.01B -$41.6M -377,943 -4%
Fisher Asset Management
20
Fisher Asset Management
Washington
$1B +$11.2M +101,808 +1%
Capital World Investors
21
Capital World Investors
California
$931M -$8.04M -73,006 -0.9%
ClearBridge Investments
22
ClearBridge Investments
New York
$864M +$16.6M +150,316 +2%
Legal & General Group
23
Legal & General Group
United Kingdom
$849M +$30.4M +276,209 +4%
UBS AM
24
UBS AM
Illinois
$734M +$138M +1,255,624 +24%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$681M -$38.5M -349,352 -5%

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.