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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
WC
1001
Weil Company
California
$5.22M +$9.95K +75 +0.2%
CHC
1002
City Holding Co
West Virginia
$5.19M +$149K +1,120 +3%
AM
1003
Atwater Malick
Pennsylvania
$5.19M +$24.7K +186 +0.5%
SCM
1004
Steadfast Capital Management
New York
$5.17M +$4.91M +37,000 New
RBA
1005
Richard Bernstein Advisors
New York
$5.16M -$2.8M -21,083 -36%
GLAM
1006
Gardner Lewis Asset Management
Pennsylvania
$5.14M -$714K -5,385 -13%
SWM
1007
SVA Wealth Management
Wisconsin
$5.1M -$1.69M -12,720 -26%
AWM
1008
Altavista Wealth Management
North Carolina
$5.1M -$167K -1,256 -3%
RMAM
1009
Raab & Moskowitz Asset Management
New Jersey
$5.09M -$155K -1,170 -3%
KRSITF
1010
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.08M -$458K -3,457 -9%
DI
1011
Diligent Investors
California
$5.07M +$15.8K +119 +0.3%
CCM
1012
Consolidated Capital Management
California
$5.07M -$1.09M -8,219 -18%
AWA
1013
ARS Wealth Advisors
Florida
$5.07M +$185K +1,397 +4%
BEAM
1014
Baker Ellis Asset Management
Washington
$5.06M +$64.2K +484 +1%
MAFM
1015
Mid Atlantic Financial Management
Pennsylvania
$5.05M +$287K +2,165 +6%
WAM
1016
Wealthspire Advisors (Maryland)
Maryland
$5.04M -$14.6K -110 -0.3%
FB
1017
Fulton Bank
Pennsylvania
$5.04M +$67.4K +508 +1%
AMM
1018
American Money Management
California
$5.02M -$2.41M -18,175 -34%
UF
1019
Univest Financial
Pennsylvania
$5.01M -$64.9K -489 -1%
EFIC
1020
Eliot Finkel Investment Counsel
California
$5.01M -$26.5K -200 -0.6%
RIA
1021
Regal Investment Advisors
Michigan
$5M -$69K -520 -1%
JAM
1022
Jolley Asset Management
North Carolina
$5M +$145K +1,091 +3%
WIS
1023
Wright Investors Service
Connecticut
$5M +$687K +5,180 +17%
MWM
1024
Marietta Wealth Management
Georgia
$4.99M -$44.3K -334 -0.9%
ECM
1025
Elgethun Capital Management
South Dakota
$4.99M +$4.38K +33 +0.1%

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.