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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
FPFS
1726
First Personal Financial Services
North Carolina
$1.24M -$32.9K -248 -3%
WIC
1727
Woodmont Investment Counsel
Tennessee
$1.23M -$7.29K -55 -0.6%
ONB
1728
Old National Bancorp
Indiana
$1.23M +$294K +2,215 +34%
LWM
1729
Lenox Wealth Management
Ohio
$1.23M -$48.8K -368 -4%
1WA
1730
180 Wealth Advisors
Washington
$1.22M -$26.4K -199 -2%
GCMG
1731
Gyroscope Capital Management Group
Florida
$1.22M -$36.5K -275 -3%
CCB
1732
Cutter & Co Brokerage
Missouri
$1.22M +$58.4K +440 +5%
CAM
1733
Cidel Asset Management
Ontario, Canada
$1.22M +$473K +3,570 +69%
HIS
1734
Horizon Investment Services
Indiana
$1.22M -$386K -2,912 -25%
PI
1735
PHH Investments
Texas
$1.22M -$81.2K -612 -7%
CBA
1736
Coastal Bridge Advisors
Connecticut
$1.22M -$24.4K -184 -2%
CB
1737
CNB Bank
Pennsylvania
$1.22M -$58.4K -440 -5%
HCM
1738
Highlander Capital Management
New Jersey
$1.21M -$209K -1,575 -15%
FMLI
1739
Fukoku Mutual Life Insurance
Japan
$1.21M
TWA
1740
TCI Wealth Advisors
Arizona
$1.2M -$23.5K -177 -2%
JPLA
1741
Joseph P. Lucia & Associates
New York
$1.2M -$67.3M -507,326 -98%
TPWA
1742
TRUE Private Wealth Advisors
Oregon
$1.2M -$55.3K -417 -5%
JFGIW
1743
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.2M -$2.92K -22 -0.3%
JIP
1744
Jaffetilchin Investment Partners
Florida
$1.19M -$569K -4,293 -33%
HKAM
1745
Horizon Kinetics Asset Management
New York
$1.19M +$20.7K +156 +2%
IIC
1746
Integrated Investment Consultants
Michigan
$1.18M +$36.9K +278 +3%
GIA
1747
Guyasuta Investment Advisors
Pennsylvania
$1.18M -$106K -800 -9%
IIA
1748
IPG Investment Advisors
California
$1.17M -$346K -2,612 -24%
NL
1749
NWAM LLC
Washington
$1.17M +$17.8K +134 +2%
SMFS
1750
Squar Milner Financial Services
California
$1.17M +$110K +831 +11%

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.