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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
B
1651
Bellecapital
Switzerland
$1.46M +$96.2K +725 +7%
RA
1652
Rational Advisors
New York
$1.46M +$483K +3,639 +53%
ZB
1653
Zions Bancorporation
Utah
$1.45M +$502K +3,785 +57%
WIP
1654
Wellesley Investment Partners
Massachusetts
$1.45M -$239K -1,799 -15%
BCM
1655
Brookstone Capital Management
Illinois
$1.45M +$138K +1,044 +11%
TC
1656
Truvestments Capital
Florida
$1.44M +$258K +1,942 +23%
PFSC
1657
Peoples Financial Services Corp
Pennsylvania
$1.44M +$53K +400 +4%
BWA
1658
BDO Wealth Advisors
Florida
$1.43M -$39.8K -300 -3%
SCP
1659
Silverleafe Capital Partners
Tennessee
$1.43M +$1.36M +10,271 New
BI
1660
Bramshill Investments
Florida
$1.41M -$131K -987 -9%
Cohen & Steers
1661
Cohen & Steers
New York
$1.41M -$26.3K -198 -2%
JCM
1662
Jacobsen Capital Management
Utah
$1.41M +$1.33M +10,065 New
VIA
1663
Vident Investment Advisory
Georgia
$1.4M -$285K -2,151 -18%
PG
1664
Proffitt & Goodson
Tennessee
$1.4M -$14.6K -110 -1%
CANY
1665
Caxton Associates (New York)
New York
$1.4M +$1.33M +10,000 New
RCIM
1666
Russell Clark Investment Management
United Kingdom
$1.4M +$1.33M +10,000 New
JT
1667
Jump Trading
Illinois
$1.4M -$435K -3,280 -25%
BCP
1668
Berkeley Capital Partners
Georgia
$1.39M -$33.6K -253 -2%
PGWM
1669
Parisi Gray Wealth Management
New Jersey
$1.39M +$13.1K +99 +1%
TFS
1670
TrustCore Financial Services
Tennessee
$1.38M +$845K +6,368 +181%
IIM
1671
Ipswich Investment Management
Massachusetts
$1.38M +$438K +3,305 +50%
SCI
1672
Stableford Capital II
Arizona
$1.38M -$150K -1,132 -10%
DRD
1673
Dennis R. Delaney
$1.38M +$151K +1,140 +13%
MFW
1674
Meristem Family Wealth
Minnesota
$1.38M +$161K +1,211 +14%
EH
1675
Employers Holdings
Nevada
$1.37M +$1.3M +9,810 New

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.