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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
DOA
2501
D'Orazio & Associates
Virginia
$44K
MWM
2502
Meridian Wealth Management
Kentucky
$43.4K +$3.54M +26,669 +600%
SA
2503
SRH Advisors
Kansas
$42K -$13.7K -103 -25%
BL
2504
Balentine LLC
Georgia
$42K +$27.2K +205 +209%
TA
2505
TCG Advisors
Texas
$41K -$17.9K -135 -32%
TCM
2506
Tanaka Capital Management
New York
$40K
AAP
2507
Arax Advisory Partners
Colorado
$39K +$37.1K +280 New
AWMS
2508
Advocacy Wealth Management Services
Georgia
$35K
OAJ
2509
Ogorek Anthony Joseph
New York
$33K +$4.91K +37 +19%
UB
2510
UMB Bank
Missouri
$32.8K -$210K -1,584 -0.7%
WCM
2511
Wealthcare Capital Management
Virginia
$28K -$2.52K -19 -9%
CCMW
2512
Cypress Capital Management (Wyoming)
Wyoming
$27K
CA
2513
Centerpoint Advisors
Massachusetts
$27K +$18.7K +141 +276%
JAM
2514
JCIC Asset Management
Ontario, Canada
$23K +$2.12K +16 +11%
BCMIO
2515
Beacon Capital Management Inc (Ohio)
Ohio
$22K
MIM
2516
Macroview Investment Management
Maryland
$22K
AWM
2517
Avondale Wealth Management
Texas
$20K
MCM
2518
McMillion Capital Management
North Carolina
$20K +$19.2K +145 New
FMP
2519
Financial Management Professionals
Texas
$18K -$8.75K -66 -33%
JWM
2520
Janiczek Wealth Management
Colorado
$17K
KIG
2521
Kessler Investment Group
Indiana
$16K
W
2522
WealthStone
Ohio
$14.9K +$14.2K +107 New
RBC
2523
Roble Belko & Company
Pennsylvania
$14K -$1.86K -14 -12%
AIM
2524
Arcadia Investment Management
Michigan
$14K
AIA
2525
Arcadia Investment Advisors
Idaho
$14K +$13.3K +100 New

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.