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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
DIA
1251
Dean Investment Associates
Ohio
$3.2M -$2.64M -19,914 -46%
O
1252
Ossiam
France
$3.2M +$188K +1,420 +7%
LJHT
1253
Laurie J. Hall Trustee
$3.2M -$94.3K -711 -3%
FC
1254
Ferris Capital
Massachusetts
$3.2M -$13K -98 -0.4%
BCM
1255
Boltwood Capital Management
California
$3.19M
BFM
1256
Boston Financial Management
Massachusetts
$3.15M -$57.7K -435 -2%
NNP
1257
Nachman Norwood & Parrott
South Carolina
$3.14M +$18K +136 +0.6%
SFSIG
1258
San Francisco Sentry Investment Group
California
$3.14M +$1.46M +10,977 +96%
AR
1259
Advisory Research
Illinois
$3.13M +$399K +3,010 +15%
PTC
1260
Private Trust Company
Ohio
$3.13M +$104K +783 +4%
CBT
1261
Central Bank & Trust
Kentucky
$3.13M -$322K -2,430 -10%
VCM
1262
Virtue Capital Management
Tennessee
$3.13M +$2.59M +19,549 +691%
FCMT
1263
Founders Capital Management (Texas)
Texas
$3.11M -$1.99K -15 -0.1%
PP
1264
Professional Planning
California
$3.11M +$602K +4,537 +26%
GLA
1265
Good Life Advisors
Pennsylvania
$3.1M +$22.5K +170 +0.8%
DAM
1266
Diamant Asset Management
Connecticut
$3.1M +$209K +1,575 +8%
LOAMS
1267
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.1M -$1.18M -8,904 -29%
ABP
1268
Arthur B. Page
$3.08M +$318K +2,400 +12%
MPAM
1269
Murphy Pohlad Asset Management
Minnesota
$3.08M -$133K -1,000 -4%
KFBMI
1270
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.07M
PT
1271
Plimoth Trust
Massachusetts
$3.07M -$126K -951 -4%
NERM
1272
New England Research & Management
Illinois
$3.07M -$302K -2,275 -9%
NIM
1273
Nicollet Investment Management
Minnesota
$3.07M -$15K -113 -0.5%
FFSOTS
1274
Fiduciary Financial Services of The Southwest
Texas
$3.06M +$19.9K +150 +0.7%
AFM
1275
Abbot Financial Management
Massachusetts
$3.06M +$594K +4,479 +26%

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.