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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
FFN
1701
Focus Financial Network
Minnesota
$1.3M +$207K +1,560 +20%
AI
1702
Accredited Investors
Minnesota
$1.29M +$56.9K +429 +5%
EWM
1703
Executive Wealth Management
Michigan
$1.28M -$88.2K -665 -7%
SCA
1704
Sippican Capital Advisors
Massachusetts
$1.28M -$12.6K -95 -1%
RM
1705
Resource Management
Louisiana
$1.28M +$67.2K +507 +6%
SXL
1706
Summit X LLC
Missouri
$1.28M +$15.4K +116 +1%
BCM
1707
Bienville Capital Management
New York
$1.28M -$265 -2 -0%
ACS
1708
Archford Capital Strategies
Illinois
$1.28M +$294K +2,218 +32%
FBT
1709
First Bankers Trust
Kentucky
$1.28M -$9.95K -75 -0.8%
DG
1710
Delek Group
Israel
$1.27M +$1.24M +9,349 New
VIM
1711
Vista Investment Management
Pennsylvania
$1.27M -$3.05K -23 -0.3%
VCM
1712
Vivaldi Capital Management
Illinois
$1.27M -$119K -896 -9%
RA
1713
RFG Advisory
Alabama
$1.26M +$204K +1,538 +20%
CSA
1714
Cottage Street Advisors
Massachusetts
$1.26M +$410K +3,092 +52%
GAM
1715
Grandview Asset Management
Pennsylvania
$1.26M -$21K -158 -2%
HDIM
1716
Hanson & Doremus Investment Management
Vermont
$1.26M -$16.7K -126 -1%
AssetMark Inc
1717
AssetMark Inc
California
$1.26M -$15M -113,195 -93%
MIP
1718
Marietta Investment Partners
Wisconsin
$1.26M +$41.1K +310 +4%
AF
1719
Allworth Financial
California
$1.26M +$69.5K +524 +6%
PHIMC
1720
Private Harbour Investment Management & Counsel
Ohio
$1.25M -$8.62K -65 -0.7%
SM
1721
Sciencast Management
New Jersey
$1.25M +$1.17M +8,849 New
SLF
1722
Sun Life Financial
Ontario, Canada
$1.25M -$339K -2,558 -22%
FC
1723
Fayerweather Charles
$1.25M +$212K +1,601 +22%
SP
1724
Successful Portfolios
Florida
$1.24M +$2.12K +16 +0.2%
AFA
1725
Abacus FCF Advisors
Florida
$1.24M +$1.18M +8,908 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.