We are live on ! Find out more
DIS icon

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
BWFA
601
Baltimore-Washington Financial Advisors
Maryland
$13.9M +$147K +1,111 +1%
WAS
602
Wesleyan Assurance Society
United Kingdom
$13.9M -$398K -3,000 -3%
HW
603
Hancock Whitney
Mississippi
$13.8M -$65.4K -493 -0.5%
GCA
604
Greenwood Capital Associates
South Carolina
$13.8M -$1.35M -10,194 -9%
GGHC
605
Gilder Gagnon Howe & Co
New York
$13.8M +$12.9M +97,314 +8,275%
WIA
606
Wealthstreet Investment Advisors
Texas
$13.7M +$46.4K +350 +0.4%
PFU
607
Parus Finance (UK)
United Kingdom
$13.7M +$13M +98,145 New
MIM
608
Martin Investment Management
Florida
$13.7M +$44.2K +333 +0.3%
BCM
609
Becker Capital Management
Oregon
$13.6M +$11.3M +84,944 +686%
CIC
610
Cutler Investment Counsel
Oregon
$13.6M -$51.1K -385 -0.4%
BS
611
Banco Santander
Spain
$13.6M -$4.03M -30,380 -24%
MAM
612
Mark Asset Management
New York
$13.5M +$836K +6,307 +7%
BUB
613
BBVA USA Bancshares
Texas
$13.4M +$1.31M +9,895 +11%
BCM
614
Bowie Capital Management
Texas
$13.4M -$265K -2,000 -2%
BCAM
615
Boston Common Asset Management
Massachusetts
$13.4M +$574K +4,326 +5%
KCM
616
Kingdon Capital Management
New York
$13.4M +$12.7M +95,823 New
LRPA
617
L. Roy Papp & Associates
Arizona
$13.4M -$17.8K -134 -0.1%
CBUSF
618
Construction & Building Unions Superannuation Fund
Australia
$13.3M +$12.7M +95,442 New
PAM
619
Peak Asset Management
Colorado
$13.3M -$560K -4,224 -4%
TI
620
TT International
United Kingdom
$13.3M -$1.21M -9,089 -9%
FCMC
621
Founders Capital Management (Connecticut)
Connecticut
$13.3M -$332K -2,504 -3%
DWM
622
Doyle Wealth Management
Florida
$13.3M +$2.05M +15,427 +19%
V
623
Veritable
Delaware
$13.2M -$87K -656 -0.7%
JVBC
624
J.V. Bruni & Co
Colorado
$13.2M +$12.1M +91,204 +2,872%
GT
625
Glenview Trust
Kentucky
$13.2M -$78.8K -594 -0.6%

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.