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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
SRSA
1776
S.R. Schill & Associates
Washington
$1.1M +$32.5K +245 +3%
VCWA
1777
Vanguard Capital Wealth Advisors
Colorado
$1.1M +$152K +1,146 +17%
CPA
1778
Clear Perspective Advisors
Illinois
$1.1M +$6.9K +52 +0.7%
JFL
1779
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.1M -$10.5K -79 -1%
BWM
1780
Bernicke Wealth Management
Wisconsin
$1.1M +$19K +143 +2%
SMH
1781
Sanders Morris Harris
Texas
$1.1M +$1.04M +7,813 New
LFA
1782
Legacy Financial Advisors
Kentucky
$1.09M -$54.1K -408 -5%
WG
1783
Welch Group
Alabama
$1.08M +$560K +4,221 +119%
SWRP
1784
Summit Wealth & Retirement Planning
California
$1.08M -$375K -2,826 -27%
ORI
1785
Oak Ridge Investments
Illinois
$1.08M -$125K -942 -11%
RGC
1786
Roberts, Glore & Co
Illinois
$1.08M -$663 -5 -0.1%
FTC
1787
Farmers Trust Company
Ohio
$1.08M -$26.5K -200 -3%
MWM
1788
Mascoma Wealth Management
New Hampshire
$1.08M +$26.5K +200 +3%
SIG
1789
Sky Investment Group
Connecticut
$1.08M -$6.76K -51 -0.7%
AFC
1790
AFT Forsyth & Company
Florida
$1.08M +$9.28K +70 +0.9%
WIC
1791
Wilkins Investment Counsel
Massachusetts
$1.07M
PCM
1792
Penserra Capital Management
California
$1.07M -$933K -7,034 -48%
VC
1793
Vicus Capital
Pennsylvania
$1.07M +$93.6K +706 +10%
VR
1794
Viridian RIA
Washington
$1.07M +$1,000K +7,539 New
FPB
1795
First PREMIER Bank
South Dakota
$1.07M
MSA
1796
Marino Stram & Associates
Massachusetts
$1.06M -$19.6K -148 -2%
EM
1797
Excalibur Management
Massachusetts
$1.06M -$796 -6 -0.1%
JA
1798
JOYN Advisors
Georgia
$1.06M +$435K +3,278 +75%
EWM
1799
Elmwood Wealth Management
California
$1.05M -$6.63K -50 -0.7%
DCM
1800
Dynamic Capital Management
Jersey
$1.05M +$996K +7,510 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.