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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
ESBC
1051
E.S. Barr & Co
Kentucky
$4.7M -$186K -1,400 -4%
KCM
1052
Kempner Capital Management
Texas
$4.7M
LB
1053
Landmark Bank
Missouri
$4.69M +$19.2K +145 +0.4%
CIM
1054
Contravisory Investment Management
Massachusetts
$4.68M -$218K -1,640 -5%
ST
1055
Spinnaker Trust
Maine
$4.68M -$128K -966 -3%
WEC
1056
Winslow Evans & Crocker
Massachusetts
$4.68M +$264K +1,990 +6%
BAM
1057
Boyar Asset Management
New York
$4.66M -$13.4K -101 -0.3%
AF
1058
Arrow Financial
New York
$4.66M +$562K +4,235 +15%
BRA
1059
Bender Robert & Associates
California
$4.66M +$3.98M +30,037 +1,395%
AWP
1060
Ascent Wealth Partners
New York
$4.64M +$147K +1,108 +3%
CICI
1061
Capital Investment Counsel Inc
North Carolina
$4.63M -$13K -98 -0.3%
AT
1062
Arden Trust
Delaware
$4.61M -$49.2K -371 -1%
BCCM
1063
Bridge Creek Capital Management
Massachusetts
$4.59M -$274K -2,063 -6%
GI
1064
GS Investments
Minnesota
$4.59M -$6.63K -50 -0.2%
FAIM
1065
Financial Advocates Investment Management
Washington
$4.59M +$92K +694 +2%
AF
1066
Aldebaran Financial
$4.59M +$333K +2,511 +8%
ACM
1067
Advisors Capital Management
New Jersey
$4.58M -$200K -1,511 -4%
WCM
1068
Wisconsin Capital Management
Wisconsin
$4.58M +$1.9M +14,312 +78%
STMM
1069
South Texas Money Management
Texas
$4.54M -$122K -922 -3%
FNBT
1070
FineMark National Bank & Trust
Florida
$4.53M +$6.5K +49 +0.2%
PAG
1071
Private Advisory Group
Washington
$4.51M +$4.29M +32,336 New
CT
1072
Cambridge Trust
Massachusetts
$4.5M +$153K +1,155 +4%
FMC
1073
First Merchants Corp
Indiana
$4.49M +$70.7K +533 +2%
CCM
1074
Coldstream Capital Management
Washington
$4.48M +$43.6K +329 +1%
GT
1075
Greenleaf Trust
Michigan
$4.48M +$295K +2,222 +7%

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.