Walt Disney
DIS
1,871 hedge funds and large institutions have $93.1B invested in Walt Disney in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 759 increasing their positions, 836 reducing their positions, and 117 closing their positions.
0.39% less ownership
Funds ownership: 61.57% → 61.18% (-0.39%)
9% less repeat investments, than reductions
Existing positions increased: 759 | Existing positions reduced: 836
3% less funds holding
Funds holding: 1,931 → 1,871 (-60)
9% less capital invested
Capital invested by funds: $102B → $93.1B (-$9.32B)
34% less call options, than puts
Call options by funds: $2.16B | Put options by funds: $3.29B
38% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 117
39% less funds holding in top 10
Funds holding in top 10: 138 → 84 (-54)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$964M |
| 2 |
Morgan Stanley
New York
|
+$528M |
| 3 |
BlackRock
New York
|
+$347M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$345M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$340M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$918M |
| 2 |
Goldman Sachs
New York
|
-$738M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$290M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$248M |
| 5 |
Coatue Management
New York
|
-$236M |
DIS Hedge Fund Activity: Q3 2017 in Review
1,871 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2017, worth a combined $93.1B — down 9.1% from $102B a quarter earlier.
Sellers outnumbered buyers: 117 funds closed out of DIS and 72 opened new positions — a net loss of 45 holders — while 836 trimmed existing stakes and 759 added.
The largest buyer was Franklin Resources, adding an estimated $964M. The largest seller was Fidelity Investments, cutting an estimated $918M.
- 1,871 institutional investors held Walt Disney (DIS) as of Q3 2017, down from 1,931 in Q2 2017.
- Funds reported $93.1B of Walt Disney stock for Q3 2017, down 9.1% quarter-over-quarter.
- 72 funds opened new Walt Disney positions in Q3 2017 and 117 closed out, a net change of -45 holders.
- The largest Walt Disney buyer in Q3 2017 was Franklin Resources, an estimated $964M added.
- The largest Walt Disney seller in Q3 2017 was Fidelity Investments, an estimated $918M sold.
Based on aggregated 13F filings for Q3 2017.