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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
CQS
576
Credential Qtrade Securities
$14.7M +$1.13M +8,484 +9%
NRS
577
Neville Rodie & Shaw
New York
$14.7M +$487K +3,669 +4%
JCM
578
Janney Capital Management
Pennsylvania
$14.7M -$526K -3,963 -4%
OAM
579
Oppenheimer Asset Management
New York
$14.7M +$1.52M +11,485 +12%
DP
580
Dundas Partners
United Kingdom
$14.7M +$219K +1,650 +2%
LKIM
581
Lawson Kroeker Investment Management
Nebraska
$14.7M -$72.9K -550 -0.5%
SF
582
Synovus Financial
Georgia
$14.7M -$1.98M -14,892 -12%
NAM
583
North American Management
Massachusetts
$14.7M -$214K -1,610 -2%
FSA
584
Franklin Street Advisors
North Carolina
$14.6M +$133K +1,006 +1%
BFIC
585
Bedell Frazier Investment Counselling
California
$14.5M +$6.1K +46 +0%
TTWM
586
TCV Trust & Wealth Management
Virginia
$14.5M -$291K -2,192 -2%
EDRH
587
Edmond de Rothschild Holding
Switzerland
$14.4M +$2.19M +16,512 +19%
EWM
588
Evercore Wealth Management
New York
$14.4M -$26K -196 -0.2%
PA
589
Pinnacle Associates
New York
$14.4M +$91.4K +689 +0.7%
COPPSERS
590
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.3M -$180K -1,357 -1%
SCM
591
Sterling Capital Management
North Carolina
$14.3M +$850K +6,407 +7%
AUB
592
Atlantic Union Bankshares
Virginia
$14.2M +$7.96M +60,033 +144%
AP
593
Archon Partners
New Jersey
$14.2M
BBI
594
Baxter Bros Inc
Connecticut
$14.1M -$8.62K -65 -0.1%
ALAM
595
Asahi Life Asset Management
Japan
$14.1M -$3.94M -29,675 -23%
CIA
596
CCM Investment Advisers
South Carolina
$14.1M -$873K -6,583 -6%
ACI
597
Alpha Cubed Investments
California
$14M +$3.03M +22,880 +30%
ACM
598
Alight Capital Management
New York
$14M
GPCM
599
Greenbrier Partners Capital Management
Texas
$14M
IM
600
Islet Management
New York
$14M +$13.3M +100,000 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.