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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
SCM
126
Suvretta Capital Management
New York
$157M +$149M +1,124,790 New
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$157M -$11M -82,597 -7%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$156M +$806K +6,079 +0.5%
VNIM
129
Vaughan Nelson Investment Management
Texas
$150M +$9.03M +68,095 +7%
Asset Management One
130
Asset Management One
Japan
$146M +$19.4M +146,538 +16%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$145M +$27.4M +206,768 +25%
Robeco Institutional Asset Management
132
Robeco Institutional Asset Management
Netherlands
$145M -$484K -3,651 -0.4%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$145M +$18.1M +136,133 +15%
A
134
AustralianSuper
Australia
$145M -$128M -963,273 -48%
Federated Hermes
135
Federated Hermes
Pennsylvania
$142M +$22.8M +171,979 +20%
Brown Advisory
136
Brown Advisory
Maryland
$141M -$12.8M -96,351 -9%
SO
137
STRS Ohio
Ohio
$140M -$2.23M -16,797 -2%
SIG
138
Senator Investment Group
New York
$140M +$133M +1,000,000 New
Luther King Capital Management (LKCM)
139
Luther King Capital Management (LKCM)
Texas
$138M +$10.6M +79,834 +9%
SB
140
Suntrust Banks
Georgia
$137M +$2.73M +20,554 +2%
Aberdeen Group
141
Aberdeen Group
United Kingdom
$136M -$21.3M -160,957 -14%
HTC
142
Haverford Trust Company
Pennsylvania
$133M +$739K +5,570 +0.6%
CA
143
Cortland Advisers
Delaware
$130M -$20.6M -155,016 -14%
Westfield Capital Management
144
Westfield Capital Management
Massachusetts
$128M +$12.7M +95,470 +12%
H
145
Hexavest
Quebec, Canada
$127M +$17.2M +129,641 +17%
LPL Financial
146
LPL Financial
California
$127M +$13.3M +100,197 +12%
GIA
147
Gateway Investment Advisers
Ohio
$124M -$2.37M -17,848 -2%
LWCFA
148
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123M +$14.3M +107,963 +14%
SCM
149
Shapiro Capital Management
Georgia
$121M -$8.99M -67,776 -7%
ACI
150
AMP Capital Investors
Australia
$120M -$5.27M -39,713 -4%

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.