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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
JWM
1076
JGP Wealth Management
Oregon
$4.47M +$183K +1,381 +5%
WC
1077
Westhampton Capital
North Carolina
$4.47M +$4.25M +32,027 New
HIC
1078
Hartline Investment Corp
Illinois
$4.47M -$13.3K -100 -0.3%
MFAM
1079
Motley Fool Asset Management
Virginia
$4.42M +$1.15M +8,661 +38%
BAS
1080
Brown Advisory Securities
Maryland
$4.41M +$130K +978 +3%
RWP
1081
RWA Wealth Partners
Massachusetts
$4.41M -$10.9K -82 -0.3%
AIC
1082
Argus Investors Counsel
New York
$4.39M -$451K -3,400 -10%
FA
1083
Fagan Associates
New York
$4.36M +$475K +3,580 +13%
Cetera Investment Advisers
1084
Cetera Investment Advisers
Illinois
$4.36M +$451K +3,401 +12%
CAM
1085
Centre Asset Management
New York
$4.35M +$4.13M +31,130 New
EB
1086
Eastern Bank
Massachusetts
$4.34M -$20.6K -155 -0.5%
HWA
1087
Heritage Wealth Advisors
Virginia
$4.33M +$201K +1,518 +5%
HSA
1088
HBK Sorce Advisory
Pennsylvania
$4.32M +$370K +2,791 +10%
CPC
1089
Congress Park Capital
New York
$4.31M +$231K +1,739 +6%
CFA
1090
Carroll Financial Associates
North Carolina
$4.3M +$624K +4,708 +18%
PL
1091
Perpetual Ltd
Australia
$4.29M +$2.37M +17,900 +139%
PA
1092
Parallel Advisors
California
$4.28M +$22K +166 +0.5%
CFGS
1093
Concourse Financial Group Securities
Alabama
$4.28M +$413K +3,114 +11%
BRM
1094
Boston Research & Management
Massachusetts
$4.27M +$13.3K +100 +0.3%
MA
1095
Mutual Advisors
Nebraska
$4.26M +$140K +1,057 +4%
FM
1096
Family Management
New York
$4.25M +$53.4K +403 +1%
MHC
1097
Meyer Handelman Company
New York
$4.24M
SFG
1098
SNS Financial Group
Minnesota
$4.24M -$57K -430 -1%
BKA
1099
Brick & Kyle Associates
Pennsylvania
$4.23M +$5.3K +40 +0.1%
GLA
1100
Great Lakes Advisors
Illinois
$4.22M -$21.6K -163 -0.5%

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.