We are live on ! Find out more
DIS icon

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
Lazard Asset Management
76
Lazard Asset Management
New York
$282M +$218M +1,640,101 +434%
FAM
77
Fred Alger Management
New York
$281M +$147M +1,107,546 +122%
RJA
78
Raymond James & Associates
Florida
$278M +$30.7M +231,620 +13%
National Pension Service
79
National Pension Service
South Korea
$275M +$9.45M +71,253 +4%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$273M -$12.9M -96,968 -5%
GCM
81
Glenview Capital Management
New York
$263M +$154M +1,163,697 +162%
Citadel Advisors
82
Citadel Advisors
Florida
$262M -$269M -2,031,522 -52%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$261M +$20.3M +152,917 +9%
Stifel Financial
84
Stifel Financial
Missouri
$255M +$36M +271,086 +17%
MG
85
Markel Group
Virginia
$255M +$2.19M +16,500 +0.9%
MPI
86
Mairs & Power Inc
Minnesota
$250M -$20.4M -153,982 -8%
Swedbank
87
Swedbank
Sweden
$248M +$9.71M +73,235 +4%
Canada Pension Plan Investment Board
88
Canada Pension Plan Investment Board
Ontario, Canada
$245M -$4.35M -32,789 -2%
SGA
89
Sustainable Growth Advisers
Connecticut
$245M -$7.61M -57,354 -3%
HMP
90
HS Management Partners
New York
$240M -$27.2M -205,127 -11%
Millennium Management
91
Millennium Management
New York
$239M -$568M -4,280,042 -71%
1832 Asset Management
92
1832 Asset Management
Ontario, Canada
$237M +$214M +1,612,050 +1,786%
KeyBank National Association
93
KeyBank National Association
Ohio
$232M +$1.23M +9,292 +0.6%
AT
94
AMF Tjänstepension
Sweden
$230M +$10.4M +78,709 +5%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$228M +$8.01M +60,418 +4%
AQR Capital Management
96
AQR Capital Management
Connecticut
$225M -$36.7M -276,673 -15%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$223M -$9.28M -70,000 -4%
TD Asset Management
98
TD Asset Management
Ontario, Canada
$220M +$1.22M +9,223 +0.6%
Canada Life
99
Canada Life
Manitoba, Canada
$219M -$44.8M -337,629 -18%
USAA
100
United Services Automobile Association
Texas
$211M -$3.76M -28,385 -2%

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.