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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
KIC
1026
Keating Investment Counselors
Florida
$4.99M -$70.3K -530 -1%
Simplex Trading
1027
Simplex Trading
Illinois
$4.98M -$25.6M -192,774 -84%
CSS
1028
Cubist Systematic Strategies
Connecticut
$4.98M -$2.52M -18,994 -35%
PCM
1029
Princeton Capital Management
New Jersey
$4.98M +$75.9K +572 +2%
SRC
1030
Shufro Rose & Co
New York
$4.98M -$21K -158 -0.4%
RIG
1031
Renaissance Investment Group
Massachusetts
$4.97M +$28.9K +218 +0.6%
PCM
1032
Prelude Capital Management
New York
$4.94M +$2.2M +16,582 +88%
NPF
1033
Norris Perne & French
Michigan
$4.93M +$4.69M +35,336 New
CIA
1034
Covington Investment Advisors
Pennsylvania
$4.92M +$42.7K +322 +0.9%
WC
1035
Whitnell & Co
Illinois
$4.91M +$8.49K +64 +0.2%
PA
1036
Perennial Advisors
New York
$4.91M +$66.7K +503 +1%
11A
1037
10-15 Associates
New York
$4.9M -$64.2K -484 -1%
SWK
1038
Stephen W. Kidder
$4.9M +$510K +3,848 +12%
RWA
1039
River Wealth Advisors
Pennsylvania
$4.89M +$153K +1,152 +3%
RC
1040
RBF Capital
California
$4.86M
TC
1041
TownSquare Capital
Utah
$4.85M -$59.7K -450 -1%
BC
1042
Breakline Capital
New York
$4.85M -$1.42M -10,721 -24%
AOWM
1043
Alpha Omega Wealth Management
Virginia
$4.83M -$54.5K -411 -1%
LBC
1044
Lowe Brockenbrough & Co
Virginia
$4.82M -$1.99K -15 -0%
TC
1045
Telemus Capital
Michigan
$4.82M -$236K -1,776 -5%
LWANC
1046
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.81M -$54.9K -414 -1%
WSCM
1047
Wellington Shields Capital Management
New York
$4.77M +$428K +3,230 +10%
WAM
1048
Wallington Asset Management
Indiana
$4.75M +$70.3K +530 +2%
SB
1049
Simmons Bank
Arkansas
$4.74M +$510K +3,848 +13%
WB
1050
Webster Bank
Connecticut
$4.73M -$63.4K -478 -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.