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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
FBA
951
Front Barnett Associates
Illinois
$5.91M -$2.22M -16,776 -28%
FMWA
952
Forvis Mazars Wealth Advisors
Missouri
$5.89M +$31.4K +237 +0.6%
SGI
953
Summit Global Investments
Utah
$5.87M +$773K +5,825 +16%
NSEDCP
954
NJ State Employees Deferred Compensation Plan
New Jersey
$5.87M
NGM
955
North Growth Management
British Columbia, Canada
$5.87M +$5.57M +42,000 New
VF
956
Virtu Financial
New York
$5.85M +$2.78M +20,984 +100%
Qube Research & Technologies (QRT)
957
Qube Research & Technologies (QRT)
United Kingdom
$5.85M -$2.69M -20,268 -33%
FIM
958
Freedom Investment Management
Connecticut
$5.85M -$84.9K -640 -2%
TYCC
959
Texas Yale Capital Corp
Florida
$5.83M -$5.33M -40,165 -49%
BCM
960
BTC Capital Management
Iowa
$5.82M +$1.07M +8,046 +24%
WA
961
WBH Advisory
Maryland
$5.8M -$51.1K -385 -0.9%
B
962
Barings
North Carolina
$5.8M -$2.3M -17,350 -29%
RAM
963
Roanoke Asset Management
New Jersey
$5.78M +$15.3K +115 +0.3%
BCM
964
Beck Capital Management
Texas
$5.77M +$5.48M +41,327 New
UFF
965
USA Financial Formulas
Michigan
$5.75M +$1.64M +12,394 +31%
HBT
966
Hills Bank & Trust
Iowa
$5.74M -$119K -896 -2%
PFPT
967
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.73M +$172K +1,296 +3%
ECM
968
ExodusPoint Capital Management
New York
$5.71M -$5.49M -41,392 -50%
YCM
969
Yakira Capital Management
Connecticut
$5.71M -$5.78M -43,587 -52%
TCM
970
TimesSquare Capital Management
New York
$5.7M +$5.41M +40,790 New
SFS
971
Strategic Financial Services
New York
$5.69M -$181K -1,365 -3%
NSIM
972
North Star Investment Management
Illinois
$5.68M +$56.4K +425 +1%
SW
973
SlateStone Wealth
Florida
$5.68M +$77.5K +584 +1%
TCM
974
Telos Capital Management
California
$5.67M -$44K -332 -0.8%
LWM
975
Lyell Wealth Management
California
$5.66M +$630K +4,750 +13%

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.