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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
SACTSONJ
1401
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.37M -$530K -4,000 -19%
FMB
1402
Field & Main Bank
Kentucky
$2.37M +$11.3K +85 +0.5%
SFA
1403
Sequoia Financial Advisors
Ohio
$2.37M +$245K +1,850 +12%
DIM
1404
Delta Investment Management
California
$2.37M +$2.25M +16,943 New
AB
1405
Atlas Brown
Kentucky
$2.35M -$59.4K -448 -3%
BJL
1406
Brighton Jones LLC
Washington
$2.35M -$265K -2,001 -11%
CPA
1407
Court Place Advisors
Maryland
$2.35M +$209K +1,575 +10%
CWM
1408
Circle Wealth Management
New Jersey
$2.33M +$1.27M +9,605 +136%
BFG
1409
Beacon Financial Group
Texas
$2.32M -$647K -4,875 -23%
MSAM
1410
Moloney Securities Asset Management
Missouri
$2.32M -$32.2K -243 -1%
CIA
1411
Choate Investment Advisors
Massachusetts
$2.3M -$111K -839 -5%
AAM
1412
Auxier Asset Management
Oregon
$2.3M
CCG
1413
Cypress Capital Group
Florida
$2.3M -$382K -2,881 -15%
APP
1414
Avantax Planning Partners
Iowa
$2.3M -$188K -1,417 -8%
IAS
1415
IMA Advisory Services
Colorado
$2.3M -$35.5K -268 -2%
BO
1416
BRR OpCo
Ohio
$2.3M -$11.8K -89 -0.5%
CL
1417
CPWM LLC
Washington
$2.29M -$66.8K -504 -3%
BFO
1418
Biltmore Family Office
North Carolina
$2.29M -$10.6K -80 -0.5%
HCA
1419
Harbour Capital Advisors
Virginia
$2.29M +$12.2K +92 +0.6%
CCA
1420
Conservest Capital Advisors
Pennsylvania
$2.29M -$29.3K -221 -1%
MCM
1421
Mitchell Capital Management
Kansas
$2.28M +$414K +3,124 +24%
FI
1422
FormulaFolio Investments
Michigan
$2.27M +$220K +1,660 +11%
ACM
1423
Ativo Capital Management
Illinois
$2.26M -$371K -2,795 -15%
NPP
1424
New Potomac Partners
Maryland
$2.26M -$51.7K -390 -2%
AMIM
1425
Aull & Monroe Investment Management
Alabama
$2.26M -$13.3K -100 -0.6%

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.