We are live on ! Find out more
DIS icon

Walt Disney

2,551 hedge funds and large institutions have $166B invested in Walt Disney in 2019 Q2 according to their latest regulatory filings, with 223 funds opening new positions, 1,138 increasing their positions, 983 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 223 | Existing positions closed: 114

88% more funds holding in top 10

Funds holding in top 10: 203382 (+179)

28% more call options, than puts

Call options by funds: $4.97B | Put options by funds: $3.9B

27% more capital invested

Capital invested by funds: $130B → $166B (+$35.6B)

16% more repeat investments, than reductions

Existing positions increased: 1,138 | Existing positions reduced: 983

4.27% more ownership

Funds ownership: 65.49%69.76% (+4.3%)

3% more funds holding

Funds holding: 2,4762,551 (+75)

Holders
2,551
Holders Change
+75
Holders Change %
+3.03%
% of All Funds
55.4%
Holding in Top 10
382
Holding in Top 10 Change
+179
Holding in Top 10 Change %
+88.18%
% of All Funds
8.3%
New
223
Increased
1,138
Reduced
983
Closed
114
Calls
$4.97B
Puts
$3.9B
Net Calls
+$1.07B
Net Calls Change
+$1.59B
Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
2476
Timber Creek Capital Management
Massachusetts
$99K
SIS
2477
Sound Income Strategies
Florida
$97K -$13.3K -100 -13%
BC
2478
Barnett & Company
Tennessee
$95K
SHJ
2479
Sharkey, Howes & Javer
Colorado
$89K
SIA
2480
SeaBridge Investment Advisors
New Jersey
$88K -$10.5K -79 -11%
CWM
2481
Cranbrook Wealth Management
Michigan
$87K
IRC
2482
Investors Research Corp
Georgia
$85K
RWA
2483
Redhawk Wealth Advisors
Minnesota
$84K +$80K +603 New
HIIFS
2484
Harel Insurance Investments & Financial Services
Israel
$80K -$24K -181 -24%
NCM
2485
Next Capital Management
New York
$78K +$58.9K +444 +376%
RFWA
2486
RPg Family Wealth Advisory
Massachusetts
$73.6K -$27.2K -205 -28%
LWA
2487
Lowe Wealth Advisors
Maryland
$68K
SL
2488
Salomon & Ludwin
Virginia
$66K -$8.89K -67 -12%
VC
2489
Vestor Capital
Illinois
$64K -$70.4K -531 -54%
PCMK
2490
Paragon Capital Management (Kansas)
Kansas
$61K -$530 -4 -0.9%
RTC
2491
Riverview Trust Company
Washington
$61K
BHWM
2492
Bay Harbor Wealth Management
Maryland
$60K +$27.9K +210 +94%
GT
2493
Glenmede Trust
Pennsylvania
$54.8K -$63.2M -476,205 -55%
NC
2494
NewSquare Capital
Pennsylvania
$54K +$10.2K +77 +25%
MAU
2495
MRA Associates USA
Arizona
$52.9K +$50.3K +379 New
IWA
2496
Intercontinental Wealth Advisors
Texas
$52K -$13.3K -100 -21%
FGAM
2497
Financial Gravity Asset Management
Texas
$51K +$1.06K +8 +2%
HS
2498
Horan Securities
United States
$45K
IF
2499
Ironwood Financial
Arizona
$45K
HI
2500
Human Investing
Oregon
$44K -$796 -6 -2%

DIS Hedge Fund Activity: Q2 2019 in Review

2,551 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2019, worth a combined $166B — up 27% from $130B a quarter earlier.

Buyers outnumbered sellers: 223 funds opened new DIS positions and 114 closed out — a net gain of 109 holders — while 1,138 added to existing stakes and 983 trimmed.

The largest buyer was Phocas Financial Corp, adding an estimated $8.71B. The largest seller was Millennium Management, cutting an estimated $568M.

  • 2,551 institutional investors held Walt Disney (DIS) as of Q2 2019, up from 2,476 in Q1 2019.
  • Funds reported $166B of Walt Disney stock for Q2 2019, up 27% quarter-over-quarter.
  • 223 funds opened new Walt Disney positions in Q2 2019 and 114 closed out, a net change of +109 holders.
  • The largest Walt Disney buyer in Q2 2019 was Phocas Financial Corp, an estimated $8.71B added.
  • The largest Walt Disney seller in Q2 2019 was Millennium Management, an estimated $568M sold.

Based on aggregated 13F filings for Q2 2019.