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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
NLGIA
776
Nippon Life Global Investors Americas
New York
$9.09M +$562K +4,240 +7%
HJA
777
Hugh Johnson Advisors
New York
$9.07M -$120K -906 -1%
TIM
778
Thompson Investment Management
Wisconsin
$9.07M -$2.07M -15,625 -19%
PTB
779
Pioneer Trust Bank
Oregon
$9.05M -$19.2K -145 -0.2%
NFC
780
Northeast Financial Consultants
Connecticut
$9M -$33.4K -252 -0.4%
TEE
781
Tibra Equities Europe
United Kingdom
$8.99M +$8.54M +64,400 New
AIM
782
Anchor Investment Management
South Carolina
$8.92M +$240K +1,810 +3%
LG
783
Leuthold Group
Minnesota
$8.9M -$765K -5,769 -8%
HAM
784
Harber Asset Management
North Carolina
$8.89M +$8.44M +63,649 New
AIP
785
Ameritas Investment Partners
Nebraska
$8.88M -$499K -3,760 -6%
FWM
786
Frontier Wealth Management
Missouri
$8.88M +$81.6K +615 +1%
FNFDCM
787
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.88M +$160K +1,210 +2%
WAM
788
Weatherly Asset Management
California
$8.88M +$424K +3,194 +5%
MGIA
789
Matthew Goff Investment Advisor
Texas
$8.87M +$89.1K +672 +1%
CA
790
CapWealth Advisors
Tennessee
$8.85M +$271K +2,044 +3%
I
791
IberiaBank
Louisiana
$8.84M -$97.2K -733 -1%
NB
792
NBT Bank
New York
$8.8M -$388K -2,928 -4%
EAM
793
EULAV Asset Management
Florida
$8.8M +$4.24M +32,000 +103%
RSVP
794
Ramsay Stattman Vela & Price
Colorado
$8.78M -$103K -775 -1%
PA
795
Profund Advisors
Maryland
$8.77M +$988K +7,448 +13%
FHB
796
First Hawaiian Bank
Hawaii
$8.75M +$2.19M +16,531 +36%
LCM
797
Logan Capital Management
Pennsylvania
$8.75M +$984K +7,417 +13%
1IA
798
1834 Investment Advisors
Wisconsin
$8.75M -$156K -1,178 -2%
FFBTD
799
First Financial Bank - Trust Division
Ohio
$8.75M -$8.36K -63 -0.1%
TAM
800
Troy Asset Management
United Kingdom
$8.67M

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.