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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
RA
1226
RiverPark Advisors
New York
$3.34M -$59.8K -451 -2%
HWA
1227
Heritage Way Advisors
Illinois
$3.33M -$45.1K -340 -1%
RIA
1228
Realta Investment Advisors
Delaware
$3.32M +$800K +6,029 +34%
DSC
1229
Duncker Streett & Co
Missouri
$3.32M +$212K +1,600 +7%
JCM
1230
Jag Capital Management
Missouri
$3.31M -$3.1M -23,384 -50%
DFA
1231
Delta Financial Advisors
Louisiana
$3.31M +$3.14M +23,675 New
AL
1232
Aspiriant LLC
California
$3.3M -$404K -3,048 -11%
BG
1233
Bollard Group
Massachusetts
$3.3M +$39.8K +300 +1%
TBNY
1234
Trustco Bank (New York)
New York
$3.3M -$116K -875 -4%
SBL
1235
Sargent Bickham Lagudis
Colorado
$3.29M -$469K -3,539 -13%
WI
1236
Wintrust Investments
Illinois
$3.28M +$114K +857 +4%
HAI
1237
Hennessy Advisors Inc
California
$3.27M -$26.5K -200 -0.8%
WSC
1238
Wellington Shields & Co
New York
$3.27M +$46.4K +350 +2%
SMC
1239
Smith, Moore & Co
Missouri
$3.25M -$11.9K -90 -0.4%
BDS
1240
Banco de Sabadell
Florida
$3.24M -$55K -415 -2%
SAMC
1241
Spectrum Asset Management (California)
California
$3.24M -$11.9K -90 -0.4%
LSPW
1242
Lake Street Private Wealth
Illinois
$3.23M +$281K +2,119 +10%
CCM
1243
Condor Capital Management
New Jersey
$3.23M +$68.7K +518 +2%
AFA
1244
Arlington Financial Advisors
California
$3.23M -$20.3K -153 -0.7%
ACM
1245
Alpha Capital Management
Texas
$3.22M -$38.2K -288 -1%
MLL
1246
Moody Lynn & Lieberson
Massachusetts
$3.21M -$70.8K -534 -2%
CWM
1247
Concentric Wealth Management
California
$3.21M -$21.6K -163 -0.7%
BSW
1248
Buckingham Strategic Wealth
Missouri
$3.21M +$268K +2,022 +10%
S
1249
Seeyond
France
$3.21M -$5.11M -38,506 -63%
PP
1250
Patten & Patten
Tennessee
$3.21M -$14.6K -110 -0.5%

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.