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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
UC
876
Unio Capital
New Jersey
$7.09M -$208K -1,565 -3%
HEIP
877
Hudson Edge Investment Partners
New Jersey
$7.08M -$1.71M -12,867 -20%
PIM
878
Penobscot Investment Management
Massachusetts
$7.07M +$336K +2,535 +5%
III
879
Independent Investors Inc
New York
$7.06M +$13.3K +100 +0.2%
BCM
880
Blume Capital Management
California
$7.04M +$26.8K +202 +0.4%
WS
881
Wedbush Securities
California
$7.04M +$1.72M +12,964 +35%
BAAM
882
Baker Avenue Asset Management
California
$7.02M -$180K -1,356 -3%
M
883
MOTCO
Texas
$7M -$148K -1,118 -2%
MERSOM
884
Municipal Employees' Retirement System of Michigan
Michigan
$6.99M -$655K -4,940 -9%
NC
885
Naman Capital
Brazil
$6.98M -$7.96M -60,000 -55%
KC
886
KCL Capital
New York
$6.98M +$5.3M +40,000 +400%
GAI
887
General American Investors
New York
$6.98M +$6.63M +50,000 New
RCM
888
Ratan Capital Management
Florida
$6.98M +$6.63M +50,000 New
SC
889
Shellback Capital
Massachusetts
$6.98M +$6.63M +50,000 New
MA
890
Menlo Advisors
California
$6.97M
AW
891
ACG Wealth
Georgia
$6.96M +$1.19M +8,961 +22%
ECM
892
Evergreen Capital Management
Washington
$6.95M -$185K -1,396 -3%
Walleye Trading
893
Walleye Trading
New York
$6.91M -$15.2M -114,246 -70%
VCM
894
Violich Capital Management
California
$6.9M -$46.4K -350 -0.7%
GWM
895
Geneos Wealth Management
Colorado
$6.86M +$473K +3,567 +8%
RIM
896
Rampart Investment Management
Connecticut
$6.84M -$2.47M -18,637 -28%
MPM
897
Meritage Portfolio Management
Kansas
$6.83M +$127K +957 +2%
CAM
898
Cubic Asset Management
Massachusetts
$6.82M -$185K -1,396 -3%
WSFS
899
Wilmington Savings Fund Society
Delaware
$6.8M +$73.1K +551 +1%
OSIA
900
O'Shares Investment Advisers
Massachusetts
$6.78M +$377K +2,839 +6%

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.