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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
PJSIMP
926
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.22M +$130K +982 +2%
CCFCSB
927
Cape Cod Five Cents Savings Bank
Massachusetts
$6.2M -$113K -854 -2%
RWM
928
RKL Wealth Management
Pennsylvania
$6.19M -$24.5K -185 -0.4%
BFEC
929
Benjamin F. Edwards & Company
Missouri
$6.15M +$1.35M +10,174 +30%
HI
930
Hendershot Investments
Virginia
$6.15M -$6.72M -50,649 -54%
MHIC
931
Marble Harbor Investment Counsel
Massachusetts
$6.12M +$44.4K +335 +0.8%
ECM
932
Everence Capital Management
Indiana
$6.11M
NC
933
Nicholas Company
Wisconsin
$6.11M +$5.64M +42,545 +3,545%
WSTAM
934
Wilbanks Smith & Thomas Asset Management
Virginia
$6.09M +$103K +774 +2%
OCM
935
Olstein Capital Management
New York
$6.09M -$5.95M -44,900 -51%
DCM
936
Donaldson Capital Management
Indiana
$6.08M +$218K +1,640 +4%
IR
937
IAT Reinsurance
New York
$6.07M +$1.92M +14,471 +50%
FNBOO
938
First National Bank of Omaha
Nebraska
$6.07M +$90K +679 +2%
FFWA
939
FRG Family Wealth Advisors
Washington
$6.07M +$121K +912 +2%
KTM
940
Keeler Thomas Management
Utah
$6.06M +$46.3K +349 +0.8%
PBT
941
Pictet Bank & Trust
Bahamas
$6.04M -$121K -915 -2%
ECM
942
ETrade Capital Management
Virginia
$6.04M +$2M +15,083 +53%
BRWA
943
B. Riley Wealth Advisors
Florida
$6.03M +$509K +3,835 +10%
UR
944
USCA RIA
Texas
$6.03M +$369K +2,783 +7%
KJHP
945
K.J. Harrison & Partners
Ontario, Canada
$6.02M -$391K -2,950 -6%
CT
946
Coastline Trust
Rhode Island
$6.01M +$7.29K +55 +0.1%
AIM
947
Act II Management
New York
$6.01M +$4.44M +33,500 +351%
HAG
948
HighPoint Advisor Group
Illinois
$6.01M +$577K +4,351 +11%
AHC
949
Adell Harriman & Carpenter
Texas
$6M +$766K +5,776 +16%
VNA
950
Valley National Advisers
Pennsylvania
$5.93M -$23.9K -180 -0.4%

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.