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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
FNT
726
First Nebraska Trust
Nebraska
$9.99M -$198K -1,495 -2%
RCM
727
Riverhead Capital Management
Delaware
$9.95M +$1.72M +12,963 +22%
HA
728
Harbor Advisors
Florida
$9.93M
TFA
729
Toth Financial Advisory
Virginia
$9.92M -$116K -872 -1%
B
730
Bailard
California
$9.88M +$1.72K +13 +0%
KFS
731
Kurt F. Somerville
$9.87M +$889K +6,706 +10%
MAM
732
Morse Asset Management
Connecticut
$9.83M -$65.6K -495 -0.7%
SIC
733
Salem Investment Counselors
North Carolina
$9.82M +$3.55M +26,734 +61%
WCA
734
Waratah Capital Advisors
Ontario, Canada
$9.82M +$642K +4,841 +7%
WTB
735
Washington Trust Bank
Washington
$9.82M -$414K -3,123 -4%
MAM
736
Mastrapasqua Asset Management
Tennessee
$9.78M -$340K -2,567 -4%
FSCM
737
First Sabrepoint Capital Management
Texas
$9.78M +$1.99M +15,000 +27%
GAM
738
Gotham Asset Management
New York
$9.75M -$27.3M -206,153 -75%
BFM
739
Boothbay Fund Management
New York
$9.71M +$6.05M +45,616 +190%
HT
740
HighTower Trust
Texas
$9.71M -$3.58M -27,009 -28%
RC
741
Roundview Capital
New Jersey
$9.66M +$94.6K +713 +1%
LOAME
742
Lombard Odier Asset Management (Europe)
United Kingdom
$9.65M +$6.78M +51,139 +285%
ADEF
743
Adams Diversified Equity Fund
Maryland
$9.61M
CC
744
Courier Capital
New York
$9.59M -$59.5K -449 -0.6%
MA
745
Montag & Associates
Georgia
$9.58M +$6.37M +48,006 +233%
FHA
746
First Horizon Advisors
Tennessee
$9.54M -$38.9K -293 -0.4%
HCM
747
Hutchinson Capital Management
California
$9.54M +$112K +844 +1%
UAS
748
United Asset Strategies
New York
$9.53M -$64.7K -488 -0.7%
WIC
749
Whitegate Investment Counselors
New Hampshire
$9.52M -$354K -2,673 -4%
WDA
750
Wendell David Associates
New Hampshire
$9.51M +$174K +1,315 +2%

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.