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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
HL
101
Harding Loevner
New Jersey
$206M -$3.48M -26,268 -2%
Nordea Investment Management
102
Nordea Investment Management
Sweden
$202M -$386M -2,912,209 -67%
Calamos Advisors
103
Calamos Advisors
Illinois
$201M +$38.2M +287,852 +25%
AG
104
Aperio Group
California
$198M +$3.59M +27,101 +2%
MWNA
105
Marshall Wace North America
New York
$198M +$99.1M +747,247 +111%
US Bancorp
106
US Bancorp
Minnesota
$189M +$5.32M +40,128 +3%
DekaBank Deutsche Girozentrale
107
DekaBank Deutsche Girozentrale
Germany
$188M +$45.6M +343,626 +34%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$186M -$170M -1,280,068 -49%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$186M -$104K -787 -0.1%
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$184M -$14M -105,909 -7%
Toronto Dominion Bank
111
Toronto Dominion Bank
Ontario, Canada
$184M +$160M +1,206,917 +85%
Korea Investment Corp
112
Korea Investment Corp
South Korea
$181M -$5.24M -39,500 -3%
Retirement Systems of Alabama
113
Retirement Systems of Alabama
Alabama
$178M +$15.5K +117 +0%
JMPWA
114
JP Morgan Private Wealth Advisors
California
$178M +$1.07M +8,098 +0.6%
SC
115
Samlyn Capital
New York
$170M +$55.8M +420,399 +53%
PCM
116
Palestra Capital Management
New York
$169M -$5.6M -42,235 -3%
Lord, Abbett & Co
117
Lord, Abbett & Co
New Jersey
$165M +$64.8M +488,647 +70%
SIM
118
SRS Investment Management
New York
$165M
PAMU
119
Pictet Asset Management (UK)
United Kingdom
$164M +$4.38M +33,032 +3%
Marshall Wace
120
Marshall Wace
United Kingdom
$163M +$132M +994,529 +572%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$162M -$56.1M -423,324 -27%
PI
122
PGGM Investments
Netherlands
$162M -$88.9M -670,352 -37%
EHC
123
Everett Harris & Co
California
$159M -$568K -4,283 -0.4%
Acadian Asset Management
124
Acadian Asset Management
Massachusetts
$159M -$7.12M -53,680 -5%
MCM
125
Marsico Capital Management
Colorado
$158M -$3.28M -24,718 -2%

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.