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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
EBT
1526
Enterprise Bank & Trust
Massachusetts
$1.89M +$279K +2,101 +18%
LB
1527
Legacy Bridge
Iowa
$1.89M +$603K +4,545 +51%
NC
1528
Northpointe Capital
Michigan
$1.88M +$1.79M +13,487 New
SCM
1529
Southport Capital Management
Tennessee
$1.88M +$90.4K +682 +5%
CFS
1530
CRA Financial Services
New Jersey
$1.87M +$26K +196 +1%
HI
1531
Horizon Investments
North Carolina
$1.87M -$1.52M -11,433 -46%
OIA
1532
Optimum Investment Advisors
Illinois
$1.87M +$226K +1,707 +15%
SPC
1533
Stewart & Patten Company
California
$1.87M +$573K +4,322 +48%
CCMD
1534
Cypress Capital Management (Delaware)
Delaware
$1.86M -$93.4K -704 -5%
EM
1535
ELCO Management
New York
$1.85M +$120K +905 +7%
OAG
1536
Orbis Allan Gray
Bermuda
$1.85M
CCT
1537
Capital City Trust
Florida
$1.85M +$2.92K +22 +0.2%
MCWS
1538
McKinley Carter Wealth Services
West Virginia
$1.84M -$51.7K -390 -3%
GVAG
1539
Great Valley Advisor Group
Delaware
$1.84M +$533K +4,021 +44%
BPWA
1540
Beacon Pointe Wealth Advisors
California
$1.83M +$145K +1,096 +9%
ADBIC
1541
A.D. Beadell Investment Counsel
Wisconsin
$1.83M
BCI
1542
Brinker Capital Investments
Pennsylvania
$1.82M +$404K +3,045 +30%
TFA
1543
Transamerica Financial Advisors
Florida
$1.82M +$1.73M +13,030 New
BCM
1544
BlueCrest Capital Management
Jersey
$1.82M +$1.73M +13,037 New
ITIM
1545
Indiana Trust & Investment Management
Indiana
$1.82M -$374K -2,822 -18%
BSG
1546
Black Swift Group
Colorado
$1.82M +$1.72M +13,006 +162,575%
PCA
1547
Peddock Capital Advisors
Massachusetts
$1.81M +$7.83K +59 +0.5%
KP
1548
Keel Point
Alabama
$1.8M -$44.4K -335 -3%
HB
1549
Homrich & Berg
Georgia
$1.8M -$164K -1,235 -9%
ACA
1550
Atlas Capital Advisors
Wyoming
$1.8M

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.