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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
CDH
976
Charles D. Hyman
$5.65M +$137K +1,030 +3%
WCA
977
Westover Capital Advisors
Delaware
$5.63M +$1.05M +7,896 +24%
GP
978
Geneva Partners
Wisconsin
$5.62M +$698K +5,263 +15%
BBNA
979
Bremer Bank National Association
Minnesota
$5.6M -$54.9K -414 -1%
FPTW
980
Franklin, Parlapiano, Turner & Welch
Texas
$5.59M +$356K +2,681 +7%
HHMI
981
Howard Hughes Medical Institute
Maryland
$5.59M
PP
982
Peconic Partners
New York
$5.59M +$5.3M +40,000 New
TF
983
Tompkins Financial
New York
$5.58M +$1.68M +12,667 +46%
VFA
984
Voya Financial Advisors
Connecticut
$5.57M +$1.25M +9,442 +31%
LA
985
Lynch & Associates
Indiana
$5.56M +$3.98K +30 +0.1%
BIAS
986
Beacon Investment Advisory Services
New Jersey
$5.51M +$4.24M +31,972 +428%
RWA
987
Ropes Wealth Advisors
Massachusetts
$5.49M +$580K +4,375 +13%
SNT
988
Security National Trust
West Virginia
$5.45M -$26.1K -197 -0.5%
MAM
989
Meeder Asset Management
Ohio
$5.45M -$11.3M -85,102 -69%
MYLI
990
Meiji Yasuda Life Insurance
Japan
$5.43M +$566K +4,265 +12%
FCT
991
Family Capital Trust
Massachusetts
$5.43M +$20.8K +157 +0.4%
AAF
992
Andra AP-fonden
Sweden
$5.42M -$3.86M -29,102 -43%
AC
993
Abbrea Capital
California
$5.41M +$397K +2,991 +8%
CB
994
Community Bank
New York
$5.4M +$337K +2,538 +7%
WKWM
995
Walter & Keenan Wealth Management
Indiana
$5.35M +$349K +2,635 +7%
ZCA
996
Zeke Capital Advisors
Pennsylvania
$5.3M -$6.1K -46 -0.1%
MJP
997
Michael J. Puzo
$5.29M +$888K +6,692 +21%
BIMC
998
Benson Investment Management Company
Virginia
$5.26M -$125K -940 -2%
H
999
HoyleCohen
California
$5.25M +$70.3K +530 +1%
FNBOMD
1000
First National Bank of Mount Dora
Florida
$5.24M +$57.2K +431 +1%

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.