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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
CG
651
Cutler Group
California
$12.5M +$10.5M +78,943 +733%
DP
652
DDD Partners
Washington
$12.5M +$29.2K +220 +0.2%
CAN
653
Cetera Advisor Networks
California
$12.4M +$3.39M +25,566 +40%
DWT
654
Dorsey & Whitney Trust
South Dakota
$12.4M +$213K +1,608 +2%
GH
655
GAM Holding
Switzerland
$12.4M +$6.45M +48,624 +121%
CAM
656
Columbia Asset Management
Michigan
$12.4M -$145K -1,095 -1%
Cerity Partners
657
Cerity Partners
New York
$12.3M +$5.39M +40,660 +85%
CAM
658
Carret Asset Management
New York
$12.3M -$17.1K -129 -0.1%
VCAM
659
Van Cleef Asset Management
Ohio
$12.3M -$122K -922 -1%
DCM
660
Decatur Capital Management
Georgia
$12.3M -$270K -2,037 -2%
CL
661
CIM LLC
New York
$12.3M +$107K +805 +0.9%
LC
662
Lincoln Capital
Nebraska
$12.3M -$47.2K -356 -0.4%
CTC
663
Central Trust Company
Missouri
$12.2M +$766K +5,777 +7%
EWM
664
Edge Wealth Management
New York
$12.2M +$3.25M +24,491 +39%
GP
665
Greenline Partners
New York
$12.1M -$27.5K -207 -0.2%
HCM
666
Hilton Capital Management
New York
$12M +$11.1M +83,664 +3,359%
MME
667
Meag Munich Ergo
Germany
$12M +$907K +6,837 +9%
NL
668
NKCFO LLC
Illinois
$12M
BFA
669
Bragg Financial Advisors
North Carolina
$12M +$111K +834 +1%
TCM
670
Tufton Capital Management
Maryland
$12M -$71.1K -536 -0.6%
BST
671
Bath Savings Trust
Maine
$12M +$193K +1,456 +2%
PAM
672
Private Asset Management
California
$12M +$434K +3,275 +4%
AWM
673
AE Wealth Management
Kansas
$11.8M +$7.91M +59,655 +238%
EAM
674
Erste Asset Management
Austria
$11.8M -$452K -3,410 -4%
BII
675
Bainco International Investors
Massachusetts
$11.7M -$64.3K -485 -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.