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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
RIA
801
RPG Investment Advisory
California
$8.67M -$4.31M -32,472 -34%
LIM
802
Leavell Investment Management
Alabama
$8.66M -$5.57K -42 -0.1%
CCP
803
Clarkston Capital Partners
Michigan
$8.64M -$2.16M -16,323 -21%
AIS
804
AlphaOne Investment Services
Pennsylvania
$8.64M -$5.3K -40 -0.1%
PWM
805
Perigon Wealth Management
California
$8.56M +$132K +997 +2%
SLI
806
Sumitomo Life Insurance
Japan
$8.56M +$306K +2,308 +4%
MCG
807
McCollum Christoferson Group
New York
$8.52M -$58.6K -442 -0.7%
ACM
808
Atika Capital Management
New York
$8.52M +$8.09M +61,000 New
SAM
809
Sompo Asset Management
Japan
$8.46M -$194K -1,460 -2%
BCM
810
Buckhead Capital Management
Georgia
$8.46M -$43.8K -330 -0.5%
BCMO
811
Buckingham Capital Management (Ohio)
Ohio
$8.45M -$23.1K -174 -0.3%
AP
812
Advisor Partners
California
$8.42M +$152K +1,147 +2%
LGP
813
Leonard Green & Partners
California
$8.38M -$1.33M -10,000 -14%
SAM
814
Scion Asset Management
California
$8.38M -$1.33M -10,000 -14%
VCM
815
Venator Capital Management
Ontario, Canada
$8.38M +$1.3M +9,799 +20%
CCT
816
Country Club Trust
Missouri
$8.37M -$251K -1,895 -3%
BAM
817
Berkshire Asset Management
Pennsylvania
$8.37M -$137K -1,035 -2%
CIA
818
Capital Investment Advisors
Georgia
$8.36M -$185K -1,398 -2%
GI
819
Gavea Investimentos
Brazil
$8.35M +$7.93M +59,761 New
Artisan Partners
820
Artisan Partners
Wisconsin
$8.32M +$7.9M +59,603 New
WAS
821
WESPAC Advisors SoCal
California
$8.31M -$292K -2,200 -4%
QI
822
QS Investors
New York
$8.24M -$2.52M -19,015 -24%
SCM
823
Stonebridge Capital Management
California
$8.22M -$1.21M -9,120 -13%
CRB
824
Chad R. Baker
$8.19M
CRA
825
Circle Road Advisors
New York
$8.13M -$1.41M -10,667 -15%

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.