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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
Ameriprise
26
Ameriprise
Minnesota
$1.12B +$464M +3,498,543 +77%
Charles Schwab
27
Charles Schwab
California
$1.1B -$31.5M -237,607 -3%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.07B -$117M -880,301 -10%
Jennison Associates
29
Jennison Associates
New York
$1B +$913M +6,887,494 +2,491%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$984M -$26.8M -202,228 -3%
Parnassus Investments
31
Parnassus Investments
California
$968M -$23.2M -175,138 -2%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$967M -$123M -924,138 -12%
EVM
33
Eaton Vance Management
Massachusetts
$942M +$184M +1,388,877 +26%
AAMU
34
Amundi Asset Management US
Massachusetts
$851M +$40.9M +308,579 +8%
PPA
35
Parametric Portfolio Associates
Washington
$842M -$13M -98,049 -2%
American Century Companies
36
American Century Companies
Missouri
$821M +$33.8M +254,807 +5%
Swiss National Bank
37
Swiss National Bank
Switzerland
$820M -$26.8M -202,300 -3%
Invesco
38
Invesco
Georgia
$734M +$179M +1,351,759 +35%
LT
39
Lindsell Train
United Kingdom
$733M -$3.31M -24,948 -0.5%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$713M +$272M +2,049,761 +67%
RL
41
Ruffer LLP
United Kingdom
$683M -$32.5M -245,233 -5%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$632M -$53.9M -406,231 -8%
YAM
43
Yacktman Asset Management
Texas
$612M -$24.1M -181,703 -4%
Principal Financial Group
44
Principal Financial Group
Iowa
$590M +$6.62M +49,945 +1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$587M -$27.3M -205,871 -5%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$577M +$252M +1,903,735 +86%
DCP
47
D1 Capital Partners
New York
$528M -$337M -2,540,000 -40%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$520M -$429M -3,231,881 -46%
Barclays
49
Barclays
United Kingdom
$517M +$17M +128,048 +4%
Capital World Investors
50
Capital World Investors
California
$475M -$1.57M -11,854 -0.3%

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.