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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
NEPWA
1751
New England Private Wealth Advisors
Massachusetts
$1.16M +$307K +2,318 +39%
AIM
1752
Acropolis Investment Management
Missouri
$1.16M -$19.2K -145 -2%
DHFB
1753
Dixon Hubard Feinour & Brown
Virginia
$1.16M +$13.3K +100 +1%
PAS
1754
Partnervest Advisory Services
California
$1.16M +$312K +2,356 +40%
VAG
1755
VisionPoint Advisory Group
Texas
$1.16M +$212K +1,595 +24%
CA
1756
Calton & Associates
Florida
$1.16M +$96.5K +728 +10%
LWS
1757
Lucia Wealth Services
California
$1.15M -$291K -2,193 -21%
CFG
1758
Cooper Financial Group
California
$1.14M +$132K +999 +14%
WA
1759
WealthTrust Axiom
Pennsylvania
$1.14M -$5.3K -40 -0.5%
GTAM
1760
Global Trust Asset Management
Florida
$1.14M +$753K +5,680 +231%
CFM
1761
Coronation Fund Managers
South Africa
$1.13M -$209K -1,575 -16%
FPA
1762
First Pacific Advisors
California
$1.13M
CCG
1763
Chatham Capital Group
Georgia
$1.13M
MFG
1764
Magnus Financial Group
New York
$1.13M +$19.8K +149 +2%
MGIA
1765
Moneta Group Investment Advisors
Missouri
$1.13M +$50.9K +384 +5%
KPW
1766
Kore Private Wealth
New York
$1.12M +$108K +818 +11%
BFA
1767
Benedict Financial Advisors
Georgia
$1.12M +$97.7K +737 +10%
CMANY
1768
Capital Management Associates (New York)
New York
$1.12M +$239K +1,800 +29%
OFS
1769
Orrstown Financial Services
Pennsylvania
$1.12M -$4.24K -32 -0.4%
FSC
1770
Full Sail Capital
Oklahoma
$1.12M +$261K +1,971 +32%
BFA
1771
Beaumont Financial Advisors
Massachusetts
$1.12M +$105K +795 +11%
BOC
1772
Barbara Oil Co
Illinois
$1.12M
SFWC
1773
Strategic Family Wealth Counselors
New Jersey
$1.12M
AIM
1774
Aspen Investment Management
Michigan
$1.11M +$172K +1,300 +20%
LFASL
1775
Lugano Financial Advisors SA (LFA)
Switzerland
$1.11M +$45.8K +345 +5%

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.