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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
BAM
1601
Belpointe Asset Management
Nevada
$1.59M -$254K -1,918 -14%
CBTWT
1602
Community Bank & Trust (Waco, Texas)
Texas
$1.59M +$256K +1,931 +21%
NSB
1603
Norway Savings Bank
Maine
$1.59M -$32.5K -245 -2%
BWP
1604
BSW Wealth Partners
Colorado
$1.59M +$131K +984 +9%
MTIM
1605
Marathon Trading Investment Management
Pennsylvania
$1.59M -$4.42M -33,360 -75%
WBC
1606
West Branch Capital
Massachusetts
$1.59M -$27.6K -208 -2%
CA
1607
Cornerstone Advisory
Maryland
$1.59M +$16.6K +125 +1%
WAG
1608
Winthrop Advisory Group
Massachusetts
$1.58M +$45K +339 +3%
PHS
1609
Pekin Hardy Strauss
Illinois
$1.58M +$129K +969 +9%
BCM
1610
Brookmont Capital Management
Texas
$1.58M
SAM
1611
Seelaus Asset Management
New Jersey
$1.58M
IDBONY
1612
Israel Discount Bank of New York
New York
$1.57M -$167K -1,256 -10%
CBT
1613
Capital Bank & Trust
California
$1.57M +$16K +121 +1%
EWM
1614
Empirical Wealth Management
Washington
$1.57M +$182K +1,372 +14%
CF
1615
Centaurus Financial
California
$1.57M +$1.33M +10,000 +808%
FBFS
1616
First Business Financial Services
Wisconsin
$1.57M +$141K +1,063 +10%
Koshinski Asset Management
1617
Koshinski Asset Management
Illinois
$1.55M +$88.5K +667 +6%
IWA
1618
IBEX Wealth Advisors
New Jersey
$1.55M +$1.47M +11,108 New
WAM
1619
WT Asset Management
Hong Kong
$1.55M +$1.47M +11,100 New
RP
1620
Rowlandmiller & Partners
Georgia
$1.55M +$1.15M +8,667 +356%
HCM
1621
Hollencrest Capital Management
California
$1.54M +$59.1K +446 +4%
MCM
1622
Mainstay Capital Management
Michigan
$1.54M +$247K +1,860 +20%
CAM
1623
Close Asset Management
United Kingdom
$1.54M +$275K +2,070 +23%
GCM
1624
Gables Capital Management
Florida
$1.54M +$265K +2,000 +22%
AAP
1625
Aristotle Atlantic Partners
Florida
$1.54M +$208K +1,565 +17%

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.