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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
GW
1301
GW & Wade
Massachusetts
$2.94M +$41.4K +312 +2%
SAM
1302
Stansberry Asset Management
Texas
$2.94M -$466K -3,514 -14%
AWA
1303
Arete Wealth Advisors
Illinois
$2.94M +$39.9K +301 +1%
HAIM
1304
Hunter Associates Investment Management
Pennsylvania
$2.94M +$328K +2,475 +13%
OSNBOA
1305
Old Second National Bank of Aurora
Illinois
$2.94M -$62.9K -474 -2%
LSCM
1306
LaSalle Street Capital Management
Illinois
$2.93M
BCM
1307
Birmingham Capital Management
Alabama
$2.93M -$47.7K -360 -2%
CBU
1308
CIBC Bank USA
Illinois
$2.93M -$5.17K -39 -0.2%
FHA
1309
Flagship Harbor Advisors
Massachusetts
$2.93M -$7.03K -53 -0.3%
PCAP
1310
Pratt Collard Advisory Partners
New York
$2.92M -$80K -603 -3%
MCC
1311
Malaga Cove Capital
California
$2.91M -$46.8K -353 -2%
CL
1312
CSS LLC
Illinois
$2.91M -$9.18M -69,227 -77%
RCAG
1313
Rehmann Capital Advisory Group
Michigan
$2.9M +$185K +1,395 +7%
JCM
1314
Jacobi Capital Management
Pennsylvania
$2.9M +$5.83K +44 +0.2%
TAM
1315
Tradition Asset Management
Virginia
$2.9M +$2.76M +20,782 New
NME
1316
Notis-McConarty Edward
$2.89M +$870K +6,557 +46%
NED
1317
Nancy E. Dempze
$2.89M +$81.8K +617 +3%
BA
1318
Bennicas & Associates
California
$2.89M -$19.9K -150 -0.7%
CCM
1319
Check Capital Management
California
$2.88M -$208K -1,570 -7%
SFG
1320
Summit Financial Group
West Virginia
$2.88M
PAM
1321
Pegasus Asset Management
New York
$2.86M +$23.9K +180 +0.9%
FCM
1322
Fairbanks Capital Management
California
$2.85M +$164K +1,234 +6%
SCA
1323
STALEY CAPITAL ADVISERS
Pennsylvania
$2.84M +$207K +1,564 +8%
ESB
1324
Essex Savings Bank
Connecticut
$2.84M +$996K +7,507 +59%
JIC
1325
Joel Isaacson & Co
New York
$2.83M -$50.3K -379 -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.