We are live on ! Find out more
DIS icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.5B +$233M +2,131,932 +2%
BlackRock
2
BlackRock
New York
$9.05B +$203M +1,849,931 +2%
State Street
3
State Street
Massachusetts
$7.09B -$107M -974,665 -1%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$4.48B
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.38B -$197M -1,801,945 -5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.81B -$124M -1,130,868 -4%
Morgan Stanley
7
Morgan Stanley
New York
$2.18B +$266M +2,427,371 +13%
Northern Trust
8
Northern Trust
Illinois
$2.17B +$54.8M +500,349 +3%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$2.14B -$65.2M -595,819 -3%
Bank of America
10
Bank of America
North Carolina
$2.09B -$233M -2,125,441 -10%
JP Morgan Chase
11
JP Morgan Chase
New York
$1.94B -$148M -1,352,518 -7%
Goldman Sachs
12
Goldman Sachs
New York
$1.69B -$1.22B -11,106,833 -41%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.65B +$56.4M +515,457 +3%
Norges Bank
14
Norges Bank
Norway
$1.54B -$27.2M -248,518 -2%
Wells Fargo
15
Wells Fargo
California
$1.04B -$139M -1,271,275 -11%
UBS Group
16
UBS Group
Switzerland
$959M +$17.2M +157,151 +2%
TCIM
17
TIAA CREF Investment Management
New York
$937M -$119M -1,087,731 -11%
ClearBridge Investments
18
ClearBridge Investments
New York
$870M +$61.7M +563,486 +7%
Legal & General Group
19
Legal & General Group
United Kingdom
$838M +$43.1M +394,012 +5%
AllianceBernstein
20
AllianceBernstein
Tennessee
$774M -$176M -1,608,690 -18%
Capital World Investors
21
Capital World Investors
California
$754M -$121M -1,109,473 -14%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$746M -$256M -2,335,487 -25%
UBS AM
23
UBS AM
Illinois
$682M -$6.21M -56,724 -0.9%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$647M +$8.49M +77,502 +1%
Deutsche Bank
25
Deutsche Bank
Germany
$634M +$50.9M +464,660 +8%

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.