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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
II
526
IFM Investors
Australia
$17.8M +$1.37M +10,313 +9%
Point72 Asset Management
527
Point72 Asset Management
Connecticut
$17.7M -$413M -3,111,875 -96%
SIA
528
Sit Investment Associates
Minnesota
$17.6M -$945K -7,125 -5%
HCMT
529
Highland Capital Management (Tennessee)
Tennessee
$17.6M +$1.11M +8,340 +7%
JMFC
530
J.M. Forbes & Co
Massachusetts
$17.5M +$1.72M +12,986 +12%
Los Angeles Capital Management
531
Los Angeles Capital Management
California
$17.4M -$6.68M -50,348 -29%
BCM
532
Barometer Capital Management
Ontario, Canada
$17.4M +$16.6M +125,099 New
WI
533
Wafra Inc
New York
$17.3M +$16.5M +124,123 New
GD
534
Grandfield & Dodd
New York
$17.3M +$501K +3,775 +3%
KB
535
Kimelman & Baird
New York
$17.1M +$18.4K +139 +0.1%
KLWA
536
Kelly Lawrence W & Associates
California
$17.1M -$111K -840 -0.7%
QIM
537
Quest Investment Management
Oregon
$17M +$12.8M +96,773 +385%
GJIC
538
Gamble Jones Investment Counsel
California
$17M +$21.4K +161 +0.1%
ACM
539
Azimuth Capital Management
Michigan
$16.9M -$203K -1,527 -1%
ZIM
540
Zacks Investment Management
Illinois
$16.8M -$19.4K -146 -0.1%
CAM
541
Cresset Asset Management
Illinois
$16.7M +$3.44M +25,941 +28%
GIP
542
Granite Investment Partners
California
$16.7M +$2.66M +20,071 +20%
PWP
543
Private Wealth Partners
California
$16.7M +$740K +5,580 +5%
CCM
544
Chilton Capital Management
Texas
$16.6M -$516K -3,893 -3%
CAPTRUST Financial Advisors
545
CAPTRUST Financial Advisors
North Carolina
$16.5M +$3.5M +26,370 +29%
BC
546
Burney Company
Virginia
$16.5M +$481K +3,626 +3%
ISL
547
Ingalls & Snyder LLC
New York
$16.5M +$3.12M +23,554 +25%
UAM
548
UAS Asset Management
New York
$16.5M +$520K +3,920 +3%
WAM
549
World Asset Management
Michigan
$16.5M -$1.37M -10,345 -8%
OGC
550
Oak Grove Capital
New Hampshire
$16.4M +$2.38M +17,925 +18%

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.