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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
Jane Street
251
Jane Street
New York
$58M -$74.9M -564,686 -58%
GTP
252
Global Thematic Partners
New York
$57.8M -$14.1M -106,258 -20%
IC
253
Inverness Counsel
New York
$57.6M +$26.9M +203,174 +97%
CC
254
Cannell & Co
New York
$57.1M -$2.42M -18,238 -4%
DLA
255
Douglas Lane & Associates
New York
$56.9M +$6.44M +48,567 +14%
CVA
256
Ceredex Value Advisors
Florida
$56.7M -$49.9M -376,205 -48%
GH
257
Grosvenor Holdings
Illinois
$56M +$53.2M +400,901 New
HCM
258
Hitchwood Capital Management
New York
$55.9M +$53M +400,000 New
PHS
259
PFM Health Sciences
California
$55.7M +$52.9M +398,702 New
LTFS
260
Ladenburg Thalmann Financial Services
Florida
$55.4M +$4.97M +37,464 +10%
SDIC
261
South Dakota Investment Council
South Dakota
$54.7M -$5.04M -38,025 -9%
ELC
262
Edgar Lomax Company
Virginia
$54.6M -$751K -5,660 -1%
ZIG
263
Zurich Insurance Group
Switzerland
$54.5M +$5.64M +42,559 +12%
Teacher Retirement System of Texas
264
Teacher Retirement System of Texas
Texas
$54.3M -$55.5M -418,361 -52%
OSAM
265
O'Shaughnessy Asset Management
Connecticut
$54.1M -$9.69M -73,066 -16%
Thrivent Financial for Lutherans
266
Thrivent Financial for Lutherans
Minnesota
$53.9M +$26.2M +197,436 +105%
ASRS
267
Arizona State Retirement System
Arizona
$53.6M +$173K +1,308 +0.3%
FFA
268
First Foundation Advisors
California
$53.3M -$452K -3,406 -0.9%
EP
269
Elkfork Partners
Oregon
$53.2M -$441K -3,322 -0.9%
CI
270
Cincinnati Insurance
Ohio
$52.4M
RCAMU
271
Rothschild & Co Asset Management US
Connecticut
$52.3M -$530K -3,998 -1%
SCM
272
Snow Capital Management
Pennsylvania
$52.3M -$3.42M -25,795 -6%
XK
273
Xact Kapitalforvaltning
Sweden
$51.6M +$4.74M +35,768 +11%
GG
274
Gofen & Glossberg
Illinois
$51.4M -$814K -6,137 -2%
Nomura Asset Management
275
Nomura Asset Management
Japan
$51.4M -$756K -5,702 -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.