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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
ICM
2626
Ionic Capital Management
New York
-$984K -8,864 Closed
KC
2627
Kellner Capital
New York
-$978K -8,810 Closed
WAM
2628
Wolverine Asset Management
Illinois
-$805K -7,258 Closed
BAM
2629
Bruderman Asset Management
New York
-$787K -7,085 Closed
RHJA
2630
Rice Hall James & Associates
California
-$772K -6,950 Closed
SC
2631
SRB Corp
Massachusetts
-$706K -6,362 Closed
PC
2632
Paulson & Co
New York
-$614K -5,533 Closed
YMRC
2633
Yorktown Management & Research Company
Virginia
-$600K -5,400 Closed
LCM
2634
Landscape Capital Management
New Jersey
-$567K -5,104 Closed
OWA
2635
One Wealth Advisors
California
-$564K -5,080 Closed
CI
2636
Chartist Inc
California
-$442K -3,978 Closed
KSCM
2637
Kamunting Street Capital Management
Florida
-$389K -3,500 Closed
T2I
2638
Turim 21 Investimentos
Brazil
-$341K -3,071 Closed
RI
2639
Ridgewood Investments
New Jersey
-$304K -2,741 Closed
SMFG
2640
Sumitomo Mitsui Financial Group
Japan
-$300K -2,713 Closed
GAM
2641
GQ Asset Management
New York
-$287K -2,589 Closed
FAM
2642
Flaharty Asset Management
Florida
-$287K -2,581 Closed
WCM
2643
Wedge Capital Management
North Carolina
-$265K -2,384 Closed
SCA
2644
Stillwater Capital Advisors
Pennsylvania
-$255K -2,294 Closed
TIM
2645
Triad Investment Management
California
-$251K -2,264 Closed
SHWM
2646
Smith & Howard Wealth Management
Georgia
-$246K -2,217 Closed
FMI
2647
Fiduciary Management Inc
Wisconsin
-$240K -2,162 Closed
QOP
2648
Quinn Opportunity Partners
Virginia
-$222K -2,000 Closed
PFG
2649
Piershale Financial Group
Illinois
-$209K -1,878 Closed
PGA
2650
Premia Global Advisors
Florida
-$207K -1,869 Closed

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.