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Walt Disney

2,686 hedge funds and large institutions have $128B invested in Walt Disney in 2020 Q2 according to their latest regulatory filings, with 189 funds opening new positions, 1,114 increasing their positions, 1,187 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 155

15% more capital invested

Capital invested by funds: $111B → $128B (+$17B)

0% more funds holding

Funds holding: 2,6792,686 (+7)

0.24% less ownership

Funds ownership: 63.99%63.75% (-0.24%)

6% less repeat investments, than reductions

Existing positions increased: 1,114 | Existing positions reduced: 1,187

15% less funds holding in top 10

Funds holding in top 10: 187159 (-28)

32% less call options, than puts

Call options by funds: $4.09B | Put options by funds: $6.01B

Holders
2,686
Holders Change
+7
Holders Change %
+0.26%
% of All Funds
55.06%
Holding in Top 10
159
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-14.97%
% of All Funds
3.26%
New
189
Increased
1,114
Reduced
1,187
Closed
155
Calls
$4.09B
Puts
$6.01B
Net Calls
-$1.93B
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
JI
2526
Jeereddi Investments
California
$212K +$210K +1,900 New
GCP
2527
Gill Capital Partners
Colorado
$211K -$190K -1,723 -48%
WI
2528
WrapManager Inc
California
$211K +$209K +1,893 New
RTS
2529
Round Table Services
New Jersey
$210K -$238K -2,160 -53%
NQWM
2530
Northwest Quadrant Wealth Management
Oregon
$210K +$208K +1,886 New
DBRC
2531
D.B. Root & Company
Pennsylvania
$209K -$336K -3,041 -62%
LFASL
2532
Lugano Financial Advisors SA (LFA)
Switzerland
$208K -$349K -3,158 -64%
RWG
2533
Regal Wealth Group
California
$208K -$110 -1 -0.1%
NEPPG
2534
New England Professional Planning Group
Rhode Island
$207K +$178K +1,614 New
TF
2535
TRH Financial
Iowa
$207K +$196K +1,772 New
WRM
2536
Weybosset Research & Management
Rhode Island
$206K +$204K +1,845 New
NFG
2537
Norris Financial Group
South Carolina
$205K -$47.6K -431 -19%
MWM
2538
Mattern Wealth Management
Kansas
$204K -$181K -1,642 -47%
GPA
2539
Guidance Point Advisors
Massachusetts
$204K +$202K +1,829 New
PC
2540
Permanens Capital
New York
$203K -$74.4K -674 -27%
MGWM
2541
Marks Group Wealth Management
Minnesota
$203K -$32.2K -292 -14%
HPIA
2542
Hamilton Point Investment Advisors
North Carolina
$203K +$201K +1,819 New
SWM
2543
Sanctuary Wealth Management
Idaho
$203K +$201K +1,821 New
CDIA
2544
Capital Directions Investment Advisors
Georgia
$202K +$13.8K +125 +7%
TF
2545
TimeScale Financial
Massachusetts
$201K -$26.2K -237 -12%
Cohen & Steers
2546
Cohen & Steers
New York
$201K
SFSG
2547
Stearns Financial Services Group
North Carolina
$200K -$35.4K -321 -15%
HR
2548
Howe & Rusling
New York
$197K +$40K +362 +26%
LWA
2549
Lenox Wealth Advisors
New York
$196K -$65.1K -590 -25%
NL
2550
NKCFO LLC
Illinois
$195K

DIS Hedge Fund Activity: Q2 2020 in Review

2,686 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2020, worth a combined $128B — up 15% from $111B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new DIS positions and 155 closed out — a net gain of 34 holders — while 1,114 added to existing stakes and 1,187 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.19B. The largest seller was Public Investment Fund, exiting entirely with an estimated $496M sold.

  • 2,686 institutional investors held Walt Disney (DIS) as of Q2 2020, up from 2,679 in Q1 2020.
  • Funds reported $128B of Walt Disney stock for Q2 2020, up 15% quarter-over-quarter.
  • 189 funds opened new Walt Disney positions in Q2 2020 and 155 closed out, a net change of +34 holders.
  • The largest Walt Disney buyer in Q2 2020 was Vanguard Group, an estimated $1.19B added.
  • The largest Walt Disney seller in Q2 2020 was Public Investment Fund, an estimated $496M sold.

Based on aggregated 13F filings for Q2 2020.