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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
SPM
1801
Symmetry Peak Management
Pennsylvania
$1.05M +$995K +7,500 New
CAW
1802
Cornerstone Advisors (Washington)
Washington
$1.04M +$99.9K +753 +11%
MIC
1803
Means Investment Company
Maine
$1.04M +$8.62K +65 +0.9%
CCC
1804
Chelsea Counsel Company
California
$1.04M
CAM
1805
Costello Asset Management
Pennsylvania
$1.04M -$32.5K -245 -3%
AL
1806
Arnhold LLC
New York
$1.04M -$133 -1 -0%
ARMT
1807
Amica Retiree Medical Trust
Rhode Island
$1.04M -$40.8K -308 -4%
PWA
1808
Providence Wealth Advisors
Illinois
$1.04M +$17.2K +130 +2%
AIA
1809
Angeles Investment Advisors
California
$1.04M +$491K +3,699 +99%
DBIA
1810
Dumont & Blake Investment Advisors
New Jersey
$1.03M
SC
1811
Saybrook Capital
North Carolina
$1.03M
CA
1812
Claro Advisors
Massachusetts
$1.03M -$106K -799 -10%
AAC
1813
Acorn Advisory Capital
New York
$1.02M +$332K +2,500 +52%
LCP
1814
Legacy Capital Partners
Wisconsin
$1.02M +$36.5K +275 +4%
RWA
1815
RGT Wealth Advisors
Texas
$1.02M +$289K +2,177 +43%
PMFA
1816
Plante Moran Financial Advisors
Michigan
$1.02M +$57.6K +434 +6%
MWPCG
1817
Measured Wealth Private Client Group
New Hampshire
$1.02M -$9.68K -73 -1%
QPWM
1818
Quadrant Private Wealth Management
Pennsylvania
$1.01M -$9.42K -71 -1%
ACC
1819
Accident Compensation Corp
New Zealand
$1M
WCWM
1820
Willow Creek Wealth Management
California
$998K
DWM
1821
Dorchester Wealth Management
Quebec, Canada
$994K +$440K +3,315 +87%
BCA
1822
Bray Capital Advisors
Florida
$987K -$72.9K -550 -7%
AWM
1823
Aries Wealth Management
Maine
$986K +$213K +1,604 +30%
AGA
1824
Accuvest Global Advisors
Utah
$978K +$929K +7,005 New
CBB
1825
Citizens Business Bank
California
$966K -$532K -4,008 -37%

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.