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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
SPC
701
Sigma Planning Corp
Michigan
$10.9M +$384K +2,898 +4%
CWM
702
Cabot Wealth Management
Massachusetts
$10.9M -$463K -3,489 -4%
BBHC
703
Brown Brothers Harriman & Co
New York
$10.8M -$469K -3,533 -4%
HFS
704
Haverford Financial Services
Pennsylvania
$10.8M -$25.3K -191 -0.2%
RCM
705
Rockshelter Capital Management
Pennsylvania
$10.7M -$959K -7,230 -9%
IAA
706
Independent Advisor Alliance
North Carolina
$10.7M +$2.48M +18,683 +29%
SPIA
707
Steward Partners Investment Advisory
New York
$10.7M +$1.5M +11,318 +17%
WF
708
Welch & Forbes
Massachusetts
$10.6M -$37.5K -283 -0.4%
TW
709
Transform Wealth
Colorado
$10.5M -$2.16M -16,313 -18%
DWM
710
Dakota Wealth Management
Florida
$10.5M +$866K +6,531 +9%
RI
711
Redwood Investments
Massachusetts
$10.5M +$10M +75,419 New
SAM
712
Strategy Asset Managers
California
$10.5M -$117K -883 -1%
AAIM
713
Asset Advisors Investment Management
Georgia
$10.5M +$630K +4,753 +7%
GIM
714
Grassi Investment Management
California
$10.5M +$53K +400 +0.5%
OPCM
715
Osborne Partners Capital Management
California
$10.5M -$151K -1,137 -1%
CCT
716
Chemung Canal Trust
New York
$10.4M -$162K -1,223 -2%
WCMN
717
Westchester Capital Management (Nebraska)
Nebraska
$10.4M +$133 +1 +0%
JWBC
718
J.W. Burns & Co
New York
$10.3M +$72.8K +549 +0.8%
PGIM
719
Pacific Global Investment Management
California
$10.2M -$362K -2,731 -4%
GG
720
Greenwood Gearhart
Arkansas
$10.2M +$140K +1,054 +1%
CTI
721
Community Trust & Investment
Kentucky
$10.2M +$263K +1,984 +3%
ELI
722
Empire Life Investments
Ontario, Canada
$10.2M +$9.64M +72,692 New
SCA
723
Stonebridge Capital Advisors
Minnesota
$10.1M -$400K -3,018 -4%
VAM
724
Velanne Asset Management
United Kingdom
$10.1M +$153K +1,153 +2%
SSWM
725
Smith Salley Wealth Management
North Carolina
$10.1M +$524K +3,951 +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.