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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
CSIC
376
Clifford Swan Investment Counsel
California
$31.5M -$28.5K -215 -0.1%
MML Investors Services
377
MML Investors Services
Massachusetts
$31.4M +$1.24M +9,385 +4%
SJIC
378
St. James Investment Company
Texas
$31.1M -$3.78M -28,535 -11%
AL
379
AJO LP
Pennsylvania
$31.1M -$35.7M -269,234 -55%
RMA
380
Roffman Miller Associates
Pennsylvania
$31.1M +$437K +3,295 +2%
OC
381
Oppenheimer & Co
New York
$30.9M -$1.68M -12,683 -5%
ACPU
382
Arrowgrass Capital Partners (US)
Delaware
$30.7M +$29.1M +219,644 New
FT
383
Fiduciary Trust
Massachusetts
$30.6M +$848K +6,392 +3%
AIM
384
Achmea Investment Management
Netherlands
$30.4M -$6.19M -46,688 -18%
RG
385
Rathbones Group
United Kingdom
$30.4M -$136K -1,023 -0.5%
MI
386
Markston International
New York
$30.2M -$1.44M -10,888 -5%
AIA
387
Avalon Investment & Advisory
Texas
$30.2M -$2.3M -17,375 -7%
HCM
388
Heathbridge Capital Management
Ontario, Canada
$29.8M -$5.08M -38,275 -15%
GHA
389
GW Henssler & Associates
Georgia
$29.5M -$528K -3,982 -2%
PSUF
390
People's United Financial
Connecticut
$29.4M -$1.68M -12,666 -6%
BG
391
Bahl & Gaynor
Ohio
$29.2M -$1.15M -8,644 -4%
WG
392
Winton Group
United Kingdom
$29M -$8.35M -62,952 -23%
PP
393
Palladium Partners
Virginia
$29M +$446K +3,364 +2%
HCMNY
394
Howard Capital Management (New York)
New York
$29M -$329K -2,480 -1%
WB
395
WesBanco Bank
West Virginia
$28.9M +$483K +3,644 +2%
HIMCH
396
Hartford Investment Management Co (HIMCO)
Connecticut
$28.9M -$1.09M -8,208 -4%
CCM
397
Covington Capital Management
California
$28.9M +$268K +2,024 +1%
TAM
398
Tiverton Asset Management
Delaware
$28.8M +$4.22M +31,792 +18%
UM
399
Ulysses Management
New York
$28.6M -$3.91M -29,500 -13%
CMG
400
Cavalry Management Group
California
$28.6M +$27.1M +204,383 New

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.