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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
PAMG
1276
Patton Albertson Miller Group
Tennessee
$3.05M +$1.19M +8,982 +69%
JFA
1277
JNBA Financial Advisors
Minnesota
$3.04M -$2.65K -20 -0.1%
OA
1278
Oxbow Advisors
Texas
$3.04M +$214K +1,615 +8%
DWM
1279
Darwin Wealth Management
Florida
$3.04M -$128K -966 -4%
JHCP
1280
Jackson Hole Capital Partners
Oklahoma
$3.04M +$528K +3,979 +22%
PPSG
1281
Princeton Portfolio Strategies Group
New Jersey
$3.02M +$1.95M +14,725 +213%
TLP
1282
Trinity Legacy Partners
Texas
$3.02M +$403K +3,035 +16%
CWM
1283
CMH Wealth Management
New Hampshire
$3.02M -$212K -1,600 -7%
PFS
1284
Physicians Financial Services
North Carolina
$3.02M -$13.3K -100 -0.5%
AAS
1285
Avantax Advisory Services
Texas
$3.01M +$145K +1,096 +5%
SWM
1286
SeaCrest Wealth Management
New York
$3.01M +$131K +990 +5%
MKC
1287
M. Kraus & Co
Vermont
$3.01M +$2.86M +21,533 New
TA
1288
Tiedemann Advisors
New York
$3.01M -$3.4M -25,656 -54%
SAIG
1289
Semper Augustus Investments Group
Colorado
$3M +$4.91K +37 +0.2%
COI
1290
Connable Office Inc
Michigan
$3M -$3.32K -25 -0.1%
KF
1291
Krilogy Financial
Missouri
$3M +$381K +2,875 +15%
OAMG
1292
Odey Asset Management Group
United Kingdom
$2.99M +$907K +6,839 +47%
OIA
1293
OneDigital Investment Advisors
Kansas
$2.99M +$1.44M +10,834 +102%
CAIMH
1294
Central Asset Investments & Management Holdings
Hong Kong
$2.97M +$2.82M +21,300 New
SP
1295
Symmetry Partners
Connecticut
$2.97M +$472K +3,561 +20%
DAM
1296
Doheny Asset Management
California
$2.96M +$1.64M +12,380 +140%
BCM
1297
Brasada Capital Management
Texas
$2.96M +$1.71M +12,865 +161%
CRIG
1298
Charter Research & Investment Group
Connecticut
$2.95M -$60.3K -455 -2%
FQ
1299
First Quadrant
California
$2.95M -$8.04M -60,586 -74%
JRP
1300
Jasper Ridge Partners
California
$2.95M -$265 -2 -0%

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.