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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
S
1551
SimplyRich
California
$1.79M -$398 -3 -0%
IP
1552
Investment Partners
Ohio
$1.79M +$41.5K +313 +2%
MHS
1553
M Holdings Securities
Oregon
$1.79M +$209K +1,579 +14%
BHWM
1554
Bar Harbor Wealth Management
New Hampshire
$1.79M +$275K +2,077 +19%
AIC
1555
Archer Investment Corporation
Indiana
$1.79M +$112K +845 +7%
REMPR
1556
Roof Eidam Maycock Peralta (REMP)
California
$1.78M -$9.95K -75 -0.6%
CAAS
1557
Capital Asset Advisory Services
Michigan
$1.78M +$1.19M +8,957 +237%
IUHSA
1558
Itau Unibanco Holding S.A.
Brazil
$1.78M +$1.33M +10,026 +370%
FI
1559
Fosun International
China
$1.74M +$1.66M +12,508 New
KC
1560
Kingfisher Capital
North Carolina
$1.74M -$5.57K -42 -0.3%
BCWM
1561
Blue Chip Wealth Management
Florida
$1.74M +$12.7K +96 +0.8%
PIM
1562
Partner Investment Management
California
$1.74M +$1.65M +12,429 New
OPA
1563
Old Port Advisors
Maine
$1.74M -$69.2K -522 -4%
SC
1564
Sepio Capital
Utah
$1.73M +$78.1K +589 +5%
LC
1565
LCNB Corp
Ohio
$1.73M +$39.9K +301 +2%
GWS
1566
Glassman Wealth Services
Virginia
$1.73M +$85.9K +648 +6%
YWP
1567
YorkBridge Wealth Partners
New York
$1.72M -$1.06K -8 -0.1%
ICP
1568
IBIS Capital Partners
United Kingdom
$1.72M +$869K +6,550 +120%
TCM
1569
Tuttle Capital Management
Connecticut
$1.72M -$2.74M -20,646 -63%
HIC
1570
Holderness Investments Company
North Carolina
$1.72M +$101K +765 +7%
SFG
1571
SevenBridge Financial Group
Pennsylvania
$1.71M +$101K +763 +7%
CBN
1572
Cadence Bank NA
Texas
$1.7M +$134K +1,013 +9%
UBV
1573
United Bank (Virginia)
Virginia
$1.7M +$918K +6,923 +132%
KJWM
1574
Kiley Juergens Wealth Management
Washington
$1.7M +$102K +771 +7%
MCM
1575
Monarch Capital Management
Indiana
$1.69M +$4.64K +35 +0.3%

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.