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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
TJHA
2526
Thomas J. Herzfeld Advisors
Florida
$11K +$928 +7 +9%
TAIM
2527
TD Ameritrade Investment Management
Nebraska
$10K +$2.39K +18 +35%
RCC
2528
Red Cedar Capital
Nebraska
$9K +$133 +1 +2%
APSP
2529
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K
PW
2530
Price Wealth
Texas
$8K +$7.56K +57 New
MWM
2531
Merriman Wealth Management
Washington
$6.13K +$4.11K +31 +0.7%
HCM
2532
Horrell Capital Management
Arkansas
$6K
CT
2533
Clearstead Trust
Maine
$5K +$4.91K +37 New
LHC
2534
Little House Capital
Massachusetts
$3.57K +$26.7K +201 +0.8%
MUAMU
2535
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.35K -$398K -3,000 -11%
LGWM
2536
Litman Gregory Wealth Management
California
$3K +$3.32K +25 New
NDSI
2537
Newman Dignan & Sheerar Inc
Rhode Island
$2.4K -$3.32K -25 -0.1%
FCH
2538
Freestone Capital Holdings
Washington
$2.26K +$199K +1,504 +10%
CIR
2539
Clear Investment Research
Georgia
$2K
BRWM
2540
B. Riley Wealth Management
Tennessee
$1.36K +$22.1K +167 +2%
HHAA
2541
Henry H. Armstrong Associates
Pennsylvania
$1.3K
AFIA
2542
America First Investment Advisors
Nebraska
$1K
MAM
2543
Marquette Asset Management
Minnesota
$1K
ST
2544
Sageworth Trust
Pennsylvania
$1K +$663 +5 New
AS
2545
Altshuler Shaham
Israel
$1K +$1.19K +9 New
Kayne Anderson Rudnick Investment Management
2546
Kayne Anderson Rudnick Investment Management
California
$1K +$1.19K +9 New
MWC
2547
MKD Wealth Coaches
Michigan
$1K +$98.3K +741 New
CT
2548
Chicago Trust
Illinois
$882 +$80.9K +610 +11%
CPIA
2549
Cornell Pochily Investment Advisors
New York
$727 +$6.9K +52 +1%
ACA
2550
Ackerman Capital Advisors
Texas
$563

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.