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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
EFS
1176
Essex Financial Services
Connecticut
$3.66M +$76K +573 +2%
KCPG
1177
Kavar Capital Partners Group
Kansas
$3.66M +$63K +475 +2%
CC
1178
ClearArc Capital
Ohio
$3.65M -$411K -3,096 -11%
HIM
1179
Harbour Investment Management
Washington
$3.64M -$43.8K -330 -1%
PFS
1180
Prospera Financial Services
Texas
$3.62M +$1.49M +11,237 +78%
IC
1181
Investment Counsel
Michigan
$3.62M -$103K -780 -3%
PIA
1182
Piedmont Investment Advisors
North Carolina
$3.61M -$10.6M -80,042 -76%
SEC
1183
Seven Eight Capital
New York
$3.6M +$1.09M +8,208 +47%
Twin Tree Management
1184
Twin Tree Management
Texas
$3.58M +$3.12M +23,534 +1,133%
TSWM
1185
Triangle Securities Wealth Management
North Carolina
$3.57M -$283K -2,136 -8%
CAL
1186
Capital Analysts LLC
Pennsylvania
$3.57M -$11.1K -84 -0.3%
VAS
1187
Vestmark Advisory Solutions
Massachusetts
$3.57M +$403K +3,035 +13%
VHAM
1188
Van Hulzen Asset Management
California
$3.56M -$9.99M -75,320 -75%
CAMG
1189
CWA Asset Management Group
Florida
$3.56M +$319K +2,408 +10%
OCM
1190
One Capital Management
California
$3.54M -$647K -4,877 -16%
BPCA
1191
Bank Pictet & Cie (Asia)
Singapore
$3.54M +$434K +3,275 +15%
FMBTD
1192
First Midwest Bank Trust Division
Illinois
$3.54M -$448K -3,379 -12%
XWM
1193
Xcel Wealth Management
Florida
$3.54M +$456K +3,437 +16%
ST
1194
Smithfield Trust
Pennsylvania
$3.52M +$229K +1,728 +7%
LFGH
1195
Lee Financial Group Hawaii
Hawaii
$3.52M -$85.4K -644 -2%
AC
1196
Addison Capital
Pennsylvania
$3.52M +$149K +1,125 +5%
EIM
1197
Elephas Investment Management
Hong Kong
$3.5M +$3.33M +25,100 New
FIM
1198
Fruth Investment Management
Texas
$3.5M +$13.3K +100 +0.4%
IWM
1199
IHT Wealth Management
Illinois
$3.5M +$345K +2,603 +12%
NIP
1200
Nicholas Investment Partners
California
$3.5M +$3.32M +25,034 New

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.