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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
FC
1676
FCA Corp
Texas
$1.37M +$325K +2,454 +33%
WWM
1677
Western Wealth Management
Colorado
$1.37M +$37.3K +281 +3%
AHB
1678
Abner Herrman & Brock
New Jersey
$1.36M +$69.8K +526 +6%
NFG
1679
Nadler Financial Group
Illinois
$1.36M +$55.3K +417 +4%
FM
1680
Foster & Motley
Ohio
$1.35M +$54.1K +408 +4%
GBT
1681
Grove Bank & Trust
Florida
$1.35M +$7.29K +55 +0.6%
SMG
1682
Spectrum Management Group
Indiana
$1.34M -$502K -3,785 -28%
CL
1683
Choreo LLC
Illinois
$1.34M +$107K +804 +9%
OC
1684
Oakworth Capital
Alabama
$1.34M +$13.4K +101 +1%
VWA
1685
V Wealth Advisors
Kansas
$1.34M +$81K +611 +7%
SWM
1686
Stockman Wealth Management
Montana
$1.33M +$19K +143 +2%
RPC
1687
Rossmore Private Capital
Connecticut
$1.33M +$300K +2,265 +31%
TA
1688
Townsend & Associates
Colorado
$1.33M +$143K +1,081 +13%
CP
1689
Camelot Portfolios
Ohio
$1.32M +$607K +4,575 +93%
PAM
1690
PVG Asset Management
Colorado
$1.32M -$2.07M -15,618 -62%
RFN
1691
RDA Financial Network
Iowa
$1.32M +$43.8K +330 +4%
FIM
1692
Frontier Investment Management
Texas
$1.32M +$532K +4,009 +74%
BPM
1693
Bowling Portfolio Management
Ohio
$1.32M +$216K +1,628 +21%
FUBT
1694
First United Bank & Trust
Maryland
$1.31M +$336K +2,535 +37%
MIAS
1695
Mason Investment Advisory Services
Virginia
$1.31M
SC
1696
Schulhoff & Co
Ohio
$1.31M +$17.2K +130 +1%
WMG
1697
WESCAP Management Group
California
$1.31M -$59.7K -450 -5%
APG
1698
Abacus Planning Group
South Carolina
$1.31M -$18.3K -138 -1%
AAM
1699
Aureus Asset Management
Massachusetts
$1.3M -$95.8K -722 -7%
SA
1700
Sicart Associates
New York
$1.3M

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.