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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
HA
1451
Hamel Associates
New Jersey
$2.14M -$47.1K -355 -2%
WP
1452
WealthSource Partners
California
$2.13M +$936K +7,054 +86%
MWP
1453
MYCIO Wealth Partners
Pennsylvania
$2.13M +$195K +1,473 +11%
ACP
1454
Aviance Capital Partners
Florida
$2.13M +$215K +1,622 +12%
CIM
1455
CenturyLink Investment Management
Colorado
$2.13M +$1.3M +9,831 +182%
CMI
1456
Clare Market Investments
Texas
$2.12M +$1.05M +7,940 +109%
HH
1457
Hilltop Holdings
Texas
$2.12M +$719K +5,419 +55%
AWM
1458
Avior Wealth Management
Nebraska
$2.12M +$118K +893 +6%
MHIM
1459
MacNealy Hoover Investment Management
Ohio
$2.12M -$43.8K -330 -2%
BMA
1460
Brooks Moore & Associates
Tennessee
$2.12M -$340K -2,560 -14%
SJIM
1461
St. Johns Investment Management
Florida
$2.12M +$4.91K +37 +0.2%
NFG
1462
Next Financial Group
Texas
$2.12M +$940K +7,091 +88%
KTC
1463
Kistler-Tiffany Companies
Pennsylvania
$2.11M +$58.9K +444 +3%
BHIA
1464
Birch Hill Investment Advisors
Massachusetts
$2.11M
MIM
1465
Moseley Investment Management
Florida
$2.11M +$108K +815 +6%
RIM
1466
Regent Investment Management
Kentucky
$2.11M
GSBTD
1467
Glenview State Bank Trust Department
Illinois
$2.1M +$9.28K +70 +0.5%
HCM
1468
Hall Capital Management
Rhode Island
$2.1M +$116K +872 +6%
HCMT
1469
Highland Capital Management (Texas)
Texas
$2.1M +$1.99M +15,000 New
PFGIA
1470
Patriot Financial Group Insurance Agency
Massachusetts
$2.09M +$269K +2,027 +16%
AC
1471
Arjuna Capital
North Carolina
$2.09M +$15.8K +119 +0.8%
PCP
1472
Proficio Capital Partners
Massachusetts
$2.09M +$80.2K +605 +4%
MFWM
1473
Motley Fool Wealth Management
Virginia
$2.09M +$138K +1,042 +8%
ATI
1474
Act Two Investors
California
$2.08M +$31.7K +239 +2%
JFA
1475
Johanson Financial Advisors
California
$2.08M +$696K +5,245 +54%

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.