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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
GAB
1126
German American Bancorp
Indiana
$4.02M +$3.37M +25,401 +749%
CI
1127
Conning Inc
Connecticut
$4M -$2.13M -16,088 -36%
IFWM
1128
Institute for Wealth Management
Colorado
$3.99M +$228K +1,721 +6%
IIC
1129
Ironwood Investment Counsel
Arizona
$3.95M -$3.18K -24 -0.1%
RCM
1130
Radnor Capital Management
Pennsylvania
$3.95M -$46.4K -350 -1%
CIP
1131
Chartwell Investment Partners
Pennsylvania
$3.93M +$3.73M +28,115 New
BCB
1132
Brian C. Broderick
$3.92M +$321K +2,419 +9%
CCA
1133
Covey Capital Advisors
Georgia
$3.92M +$1.76M +13,240 +89%
WTFG
1134
Wells Trecaso Financial Group
Ohio
$3.92M +$60.1K +453 +2%
BDF
1135
Balasa Dinverno & Foltz
$3.92M -$232K -1,749 -6%
RAM
1136
Riggs Asset Management
Pennsylvania
$3.9M -$26.8K -202 -0.7%
PL
1137
Parkwood LLC
Ohio
$3.9M -$4.33M -32,685 -54%
VC
1138
Voit & Company
Wisconsin
$3.9M +$1.61M +12,125 +77%
SAM
1139
Selway Asset Management
$3.9M -$133K -1,000 -3%
WCM
1140
Weik Capital Management
Pennsylvania
$3.88M -$13.3K -100 -0.4%
BOH
1141
Bank of Hawaii
Hawaii
$3.88M +$424K +3,200 +13%
FAF
1142
Första AP-fonden
Sweden
$3.88M -$1.13M -8,500 -23%
LWAC
1143
Laurel Wealth Advisors (California)
California
$3.87M +$627K +4,731 +21%
AIM
1144
AMI Investment Management
Indiana
$3.87M -$542K -4,089 -13%
APSI
1145
Asset Planning Services Inc
Louisiana
$3.86M +$573K +4,324 +19%
FMTC
1146
Farmers & Merchants Trust Company
California
$3.85M -$65.8K -496 -2%
GIM
1147
Goelzer Investment Management
Indiana
$3.85M +$73.2K +552 +2%
PWAP
1148
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.85M +$95.4K +719 +3%
MC
1149
Middleton & Co
Massachusetts
$3.84M +$374K +2,820 +11%
DAS
1150
Dynamic Advisor Solutions
Arizona
$3.83M +$430K +3,239 +13%

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.