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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
Allianz Asset Management
51
Allianz Asset Management
Germany
$465M -$103M -773,616 -19%
Primecap Management
52
Primecap Management
California
$451M -$6.63M -50,000 -2%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$447M +$252M +1,898,333 +145%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$443M -$18.1M -136,587 -4%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$441M -$23.7M -178,916 -5%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$419M -$36.5M -275,150 -8%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$417M +$5.33M +40,162 +1%
Diamond Hill Capital Management
58
Diamond Hill Capital Management
Ohio
$402M +$13.8M +103,973 +4%
Bessemer Group
59
Bessemer Group
New Jersey
$398M +$13.5M +101,491 +4%
Prudential Financial
60
Prudential Financial
New Jersey
$396M -$124M -938,661 -25%
Winslow Capital Management
61
Winslow Capital Management
Minnesota
$393M +$374M +2,817,533 New
CS
62
Credit Suisse
Switzerland
$370M -$5.6M -42,229 -2%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$370M +$77.7M +585,899 +28%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$364M -$17.1M -129,013 -5%
APG Asset Management
65
APG Asset Management
Netherlands
$358M -$349M -2,630,918 -47%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$358M +$42.9M +323,330 +14%
Citigroup
67
Citigroup
New York
$340M -$9.05M -68,273 -3%
Fayez Sarofim & Co
68
Fayez Sarofim & Co
Texas
$330M -$17.9M -134,960 -5%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$325M +$1.05M +7,893 +0.3%
PP
70
Prudential plc
United Kingdom
$320M +$147M +1,108,713 +94%
Fidelity International
71
Fidelity International
Bermuda
$318M +$71M +535,091 +31%
Chevy Chase Trust
72
Chevy Chase Trust
Maryland
$309M +$1.37M +10,340 +0.5%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$300M +$60.3M +454,871 +27%
VAM
74
Vontobel Asset Management
New York
$295M +$2.65K +20 +0%
WRF
75
Waddell & Reed Financial
Kansas
$293M +$123M +929,545 +80%

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.