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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
CLOS
326
Compagnie Lombard Odier SCmA
Switzerland
$40.9M -$7.02M -52,914 -15%
VDI
327
Vaughan David Investments
Illinois
$40.7M -$370K -2,793 -0.9%
ERSOT
328
Employees Retirement System of Texas
Texas
$40.3M -$2.12M -16,000 -5%
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$39.7M -$292K -2,204 -0.8%
WT
330
Whittier Trust
California
$39.5M +$728K +5,486 +2%
NIM
331
Northeast Investment Management
Massachusetts
$39.4M +$237K +1,789 +0.6%
AIM
332
Alphinity Investment Management
Australia
$39.2M +$522K +3,939 +1%
SAM
333
Shell Asset Management
Netherlands
$38.9M -$687K -5,182 -2%
TAM
334
Tyers Asset Management
Texas
$38.7M -$320K -2,416 -0.9%
SFG
335
Sather Financial Group
Texas
$38.5M -$107K -805 -0.3%
GC
336
Guggenheim Capital
Illinois
$38.4M -$1.97M -14,866 -5%
MOACM
337
Mutual of America Capital Management
New York
$38.2M +$5.38M +40,529 +17%
CM
338
Castleark Management
Illinois
$38.2M +$36M +271,212 +13,561%
MA
339
MUFG Americas
New York
$38M +$1M +7,550 +3%
Tudor Investment Corp
340
Tudor Investment Corp
Connecticut
$37.8M +$1.43M +10,792 +4%
SIM
341
Sprucegrove Investment Management
Ontario, Canada
$37.1M +$4.81M +36,300 +16%
ACM
342
Argent Capital Management
Missouri
$37.1M +$34.3M +258,555 +3,706%
DCM
343
Discovery Capital Management
Connecticut
$36.7M +$34.8M +262,500 New
HPC
344
HM Payson & Co
Maine
$36.1M +$1.97M +14,884 +6%
IG
345
ING Group
Netherlands
$35.9M +$26.8M +201,904 +364%
B
346
BP
United Kingdom
$35.9M +$658K +4,961 +2%
JGC
347
J. Goldman & Co
New York
$35.8M -$80.6M -607,852 -70%
CTA
348
Chesley Taft & Associates
Illinois
$35.8M +$9.49M +71,521 +39%
CHCM
349
Columbus Hill Capital Management
New Jersey
$35.5M +$14.7M +111,000 +77%
Pacer Advisors
350
Pacer Advisors
Pennsylvania
$35.2M +$6.76M +50,977 +25%

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.