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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
GAM
1151
Garrison Asset Management
Arkansas
$3.83M -$41.4K -312 -1%
PI
1152
Pettee Investors
Connecticut
$3.83M
CB
1153
Cadence Bank
Mississippi
$3.83M +$292K +2,201 +9%
NG
1154
Northstar Group
New York
$3.81M +$63.9K +482 +2%
GWM
1155
Graybill Wealth Management
Illinois
$3.8M +$23.2K +175 +0.6%
ADL
1156
Asset Dedication LLC
California
$3.8M +$103K +776 +3%
KCMRT
1157
Kemper Corp Master Retirement Trust
Illinois
$3.8M +$2.28M +17,202 +172%
OBGC
1158
O'Brien Greene & Co
Pennsylvania
$3.8M +$34.5K +260 +1%
CANC
1159
Culbertson A N & Co
Virginia
$3.79M +$284K +2,145 +9%
CC
1160
Cipher Capital
New York
$3.79M -$2.18M -16,434 -38%
BOTW
1161
Bank of the West
California
$3.78M -$626K -4,717 -15%
BFO
1162
Boston Family Office
Massachusetts
$3.77M +$180K +1,359 +5%
TCOO
1163
Trust Company of Oklahoma
Oklahoma
$3.77M -$59.3K -447 -2%
MYIA
1164
Mount Yale Investment Advisors
Colorado
$3.76M +$108K +818 +3%
CFMC
1165
Curbstone Financial Management Corp
New Hampshire
$3.75M +$9.28K +70 +0.3%
FFA
1166
Fragasso Financial Advisors
Pennsylvania
$3.73M +$135K +1,020 +4%
LG
1167
LaFleur & Godfrey
Michigan
$3.73M +$54.4K +410 +2%
ECML
1168
Eagle Capital Management (Louisiana)
Louisiana
$3.72M +$43.4K +327 +1%
ECM
1169
Estabrook Capital Management
New York
$3.72M -$46.7K -352 -1%
NMIFOAC
1170
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.7M
BAM
1171
Brave Asset Management
New Jersey
$3.7M +$60.6K +457 +2%
MM
1172
Midas Management
New York
$3.7M
Lido Advisors
1173
Lido Advisors
California
$3.68M +$361K +2,719 +11%
NB
1174
Northwest Bancshares
Pennsylvania
$3.68M -$233K -1,760 -6%
NA
1175
NewEdge Advisors
Louisiana
$3.67M +$338K +2,549 +11%

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.