We are live on ! Find out more
DIS icon

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
BBCM
1201
Boardman Bay Capital Management
New York
$3.49M +$1.45M +10,916 +78%
AFS
1202
Amtrust Financial Services
New York
$3.49M +$3.32M +25,000 New
CVM
1203
Cheviot Value Management
California
$3.49M +$124K +936 +4%
UTC
1204
Unified Trust Company
Kentucky
$3.49M +$115K +870 +4%
RFA
1205
Reilly Financial Advisors
California
$3.49M -$200K -1,505 -6%
ODCM
1206
Old Dominion Capital Management
Virginia
$3.48M +$103K +774 +3%
MBT
1207
Montecito Bank & Trust
California
$3.47M +$1.06M +7,995 +47%
BIG
1208
Boothe Investment Group
Delaware
$3.47M -$204K -1,540 -6%
GFPC
1209
Global Financial Private Capital
Florida
$3.46M +$2.56M +19,271 +349%
GIA
1210
Granite Investment Advisors
New Hampshire
$3.45M -$743K -5,605 -18%
LNC
1211
Lincoln National Corp
Pennsylvania
$3.45M +$507K +3,823 +18%
FA
1212
FDx Advisors
Illinois
$3.44M +$1.25M +9,401 +62%
RB
1213
Rodgers Brothers
Pennsylvania
$3.44M -$5.83K -44 -0.2%
CS
1214
Comerica Securities
Michigan
$3.42M +$176K +1,329 +6%
THWM
1215
Taylor Hoffman Wealth Management
Virginia
$3.41M -$381K -2,876 -11%
BMC
1216
Beaton Management Company
Massachusetts
$3.4M +$13.3K +100 +0.4%
DRS
1217
Deane Retirement Strategies
Louisiana
$3.39M +$14.1K +106 +0.4%
CNC
1218
Citizens & Northern Corp
Pennsylvania
$3.38M +$104K +781 +3%
AWM
1219
Avitas Wealth Management
California
$3.37M -$37.1K -280 -1%
AMG
1220
Asset Management Group
Connecticut
$3.37M -$62.3K -470 -2%
NIC
1221
Northwest Investment Counselors
Oregon
$3.37M -$6.5K -49 -0.2%
NPA
1222
Nichols & Pratt Advisers
Massachusetts
$3.36M +$706K +5,320 +29%
RWM
1223
RBA Wealth Management
California
$3.36M -$140K -1,057 -4%
MMG
1224
Monetary Management Group
Missouri
$3.35M +$635K +4,790 +25%
MFS
1225
Monetta Financial Services
Illinois
$3.35M +$1.19M +9,000 +60%

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.