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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
VFA
826
Valeo Financial Advisors
Indiana
$8.09M +$79.6K +600 +1%
AC
827
Addenda Capital
Quebec, Canada
$8.07M -$1.38M -10,392 -15%
CW
828
Cobiz Wealth
Colorado
$8.06M +$1.35M +10,171 +21%
OCA
829
Otter Creek Advisors
Florida
$8.06M -$141K -1,062 -2%
SCA
830
Snowden Capital Advisors
New York
$8.04M +$298K +2,250 +4%
Carson Wealth (CWM LLC)
831
Carson Wealth (CWM LLC)
Nebraska
$8M
PAIM
832
Punch & Associates Investment Management
Minnesota
$7.97M +$111K +835 +1%
BAC
833
Boys Arnold & Co
North Carolina
$7.94M -$83.2K -627 -1%
CF
834
CNA Financial
Illinois
$7.93M +$3.16M +23,850 +72%
ASN
835
Advisory Services Network
Georgia
$7.91M +$1.49M +11,257 +25%
HF
836
HRT Financial
New York
$7.89M +$7.49M +56,484 New
EGA
837
Eagle Global Advisors
Texas
$7.83M +$260K +1,962 +4%
OCM
838
Oakwood Capital Management
California
$7.83M -$167K -1,256 -2%
AWM
839
Arbor Wealth Management
Florida
$7.81M +$1.59K +12 +0%
JWM
840
Jupiter Wealth Management
Colorado
$7.71M -$13.5K -102 -0.2%
GFA
841
Gifford Fong Associates
California
$7.68M -$1.99M -14,980 -21%
YL
842
YCG LLC
Texas
$7.68M +$21.9K +165 +0.3%
OTPPB
843
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.67M +$369K +2,780 +5%
AI
844
Atria Investments
North Carolina
$7.64M +$202K +1,524 +3%
KS
845
Karpas Strategies
Connecticut
$7.64M -$8.62K -65 -0.1%
B
846
Brightworth
Georgia
$7.62M -$35.3K -266 -0.5%
NCM
847
Narwhal Capital Management
Georgia
$7.62M +$166K +1,251 +2%
EWA
848
Exencial Wealth Advisors
Oklahoma
$7.61M -$197K -1,485 -3%
ECM
849
Exchange Capital Management
Michigan
$7.58M -$89K -671 -1%
PCIA
850
Prime Capital Investment Advisors
Kansas
$7.57M +$6.93M +52,280 +2,703%

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.