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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
IBOK
1476
Independence Bank of Kentucky
Kentucky
$2.08M -$214K -1,610 -10%
SWP
1477
Strategic Wealth Partners
Ohio
$2.08M -$32.5K -245 -2%
BMO
1478
Beck Mack & Oliver
New York
$2.08M +$24.4K +184 +1%
OCM
1479
Orleans Capital Management
Louisiana
$2.07M +$893K +6,735 +83%
MDSL
1480
M.D. Sass LLC
New York
$2.07M
VWM
1481
Valley Wealth Managers
New Jersey
$2.06M -$140K -1,052 -7%
VDFA
1482
Vickerman & Driscoll Financial Advisors
Washington
$2.06M -$36.7K -277 -2%
PWSG
1483
Pacific Wealth Strategies Group
California
$2.06M +$416K +3,139 +27%
MOS
1484
MGO One Seven
Ohio
$2.05M +$498K +3,753 +34%
DMC
1485
Drexel Morgan & Co
Pennsylvania
$2.05M -$172K -1,300 -8%
WIM
1486
Waverton Investment Management
United Kingdom
$2.05M +$26.5K +200 +1%
BIA
1487
Bigelow Investment Advisors
Maine
$2.05M +$34.5K +260 +2%
SOAMC
1488
Spirit of America Management Corp
New York
$2.05M +$59.7K +450 +3%
GRP
1489
Global Retirement Partners
California
$2.04M +$591K +4,453 +44%
GAG
1490
GM Advisory Group
New York
$2.04M +$306K +2,304 +19%
KA
1491
Kovack Advisors
Florida
$2.04M -$404K -3,043 -17%
SG
1492
Somerset Group
Minnesota
$2.03M +$17.4K +131 +0.9%
ECG
1493
Edge Capital Group
Georgia
$2.03M +$252K +1,897 +15%
CA
1494
Corrado Advisors
New Jersey
$2.02M -$11.9M -89,858 -43%
HCM
1495
HGI Capital Management
New York
$2.02M
NB
1496
Nicolet Bankshares
Wisconsin
$2.02M +$6.37K +48 +0.3%
NAM
1497
NTV Asset Management
West Virginia
$2.02M -$61.7K -465 -3%
MMHP
1498
Murphy Middleton Hinkle & Parker
Georgia
$2.02M -$82.9K -625 -4%
NL
1499
NVWM LLC
Pennsylvania
$2M +$43.8K +330 +2%
MBTD
1500
Mechanics Bank - Trust Department
California
$1.99M +$52.4K +395 +3%

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.