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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
ARG
1576
Advisory Resource Group
Oklahoma
$1.69M +$71.5K +539 +5%
CIA
1577
Cascade Investment Advisors
Oregon
$1.68M -$29.8K -225 -2%
ANRIA
1578
American National Registered Investment Advisor
Texas
$1.68M
BS
1579
Boenning & Scattergood
Pennsylvania
$1.68M -$1.23M -9,301 -44%
VCA
1580
Verdence Capital Advisors
Maryland
$1.67M -$45.8K -345 -3%
HRC
1581
Hoertkorn Richard Charles
$1.67M -$22.1K -167 -1%
BHBT
1582
Burke & Herbert Bank & Trust
Virginia
$1.67M -$107K -809 -6%
FANJ
1583
Financial Architects (New Jersey)
New Jersey
$1.66M +$289K +2,178 +22%
WIA
1584
Westbourne Investment Advisors
Maryland
$1.66M -$62.3K -470 -4%
CIAS
1585
Capital Investment Advisory Services
North Carolina
$1.66M +$623K +4,698 +67%
PWP
1586
Principle Wealth Partners
Connecticut
$1.65M +$146K +1,098 +10%
NEAM
1587
New England Asset Management
Connecticut
$1.65M +$303K +2,286 +24%
WPW
1588
Waldron Private Wealth
Pennsylvania
$1.65M -$255K -1,920 -14%
SIM
1589
Stratos Investment Management
Ohio
$1.63M +$84.7K +639 +6%
TPA
1590
Trivium Point Advisory
Connecticut
$1.62M -$17.1K -129 -1%
BTW
1591
Boston Trust Walden
Massachusetts
$1.61M
AFP
1592
Ausdal Financial Partners
Iowa
$1.61M -$170K -1,279 -10%
SCP
1593
Stamos Capital Partners
California
$1.61M -$265K -2,000 -15%
FAM
1594
Formidable Asset Management
Ohio
$1.61M -$188K -1,417 -11%
MFG
1595
MidWestOne Financial Group
Iowa
$1.61M +$1.53M +11,518 New
IWC
1596
Integrated Wealth Concepts
Massachusetts
$1.6M +$446K +3,366 +36%
ISB
1597
Iowa State Bank
Iowa
$1.6M -$7.56K -57 -0.5%
BCP
1598
Blackhawk Capital Partners
Wisconsin
$1.59M +$1.51M +11,415 New
KFGK
1599
Keystone Financial Group (Kentucky)
Kentucky
$1.59M -$76.1K -574 -5%
IAM
1600
ICM Asset Management
Washington
$1.59M

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.