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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
MIS
501
Morningstar Investment Services
Illinois
$19.4M +$11.4M +85,681 +160%
CGH
502
Crossmark Global Holdings
Texas
$19.4M -$1M -7,541 -5%
FG
503
Fiduciary Group
Georgia
$19.4M -$1.02M -7,710 -5%
AAP
504
Ardsley Advisory Partners
Connecticut
$19.3M +$17.1M +129,250 +1,436%
HA
505
Halsey Associates
Connecticut
$19.3M -$765K -5,770 -4%
Impax Asset Management Group
506
Impax Asset Management Group
United Kingdom
$19.2M -$2.17M -16,384 -11%
SSB
507
Sandy Spring Bank
Maryland
$19.2M +$155K +1,167 +0.9%
BPB
508
Badgley, Phelps & Bell
Washington
$19.2M +$3.81M +28,696 +26%
GGI
509
Godsey & Gibb Inc
Virginia
$19.1M -$190K -1,430 -1%
ANI
510
American National Insurance
Texas
$19.1M
EPC
511
Emerson Point Capital
New York
$19.1M +$8.73M +65,796 +93%
SIM
512
Sentry Investment Management
Wisconsin
$18.9M -$576K -4,346 -3%
GCGDR
513
Geo Capital Gestora de Recursos
Brazil
$18.7M
WTC
514
WhitTier Trust Company
Nevada
$18.6M +$298K +2,244 +2%
BB
515
Busey Bank
Illinois
$18.6M -$2.74M -20,696 -13%
CIS
516
Connors Investor Services
Pennsylvania
$18.4M -$194K -1,464 -1%
RC
517
RegentAtlantic Capital
New Jersey
$18.3M -$1.9M -14,338 -10%
SRAM
518
Stone Ridge Asset Management
New York
$18.3M +$6.3M +47,500 +57%
Mercer Global Advisors
519
Mercer Global Advisors
Colorado
$18.3M +$167K +1,256 +1%
BCM
520
BTR Capital Management
California
$18.3M -$456K -3,442 -3%
LCS
521
Levin Capital Strategies
New York
$18.1M -$225K -1,700 -1%
MJRIC
522
Mogy Joel R Investment Counsel
California
$18M -$837K -6,311 -5%
Mackenzie Financial
523
Mackenzie Financial
Ontario, Canada
$18M -$28.7M -216,173 -63%
DJSG
524
D.J. St. Germain
Massachusetts
$17.9M -$334K -2,515 -2%
SYBT
525
Stock Yards Bank & Trust
Kentucky
$17.9M +$1.88M +14,191 +12%

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.