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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
FIM
1826
Fernwood Investment Management
Massachusetts
$966K +$497K +3,744 +118%
LSAG
1827
Lake Street Advisors Group
New Hampshire
$965K +$58.5K +441 +7%
CCM
1828
Cullen Capital Management
New York
$964K
IPW
1829
Inlet Private Wealth
Florida
$962K +$153K +1,155 +21%
LA
1830
LVW Advisors
New York
$961K +$233K +1,758 +34%
EFSCE
1831
Enterprise Financial Services Corp (EFSC)
Missouri
$960K -$3.85K -29 -0.4%
ZCI
1832
Zevenbergen Capital Investments
Washington
$959K -$3.98K -30 -0.4%
SAA
1833
Southeast Asset Advisors
Georgia
$953K +$29.2K +220 +3%
FCFC
1834
First Commonwealth Financial Corp
Pennsylvania
$953K +$78.9K +595 +10%
BMM
1835
Buffington Mohr McNeal
Idaho
$953K +$84.2K +635 +10%
HI
1836
Handelsinvest Investeringsforvaltning
Denmark
$952K -$177K -1,338 -16%
SSWM
1837
Sheets Smith Wealth Management
North Carolina
$952K -$26.9K -203 -3%
W
1838
WealthOne
New York
$951K +$816K +6,151 +932%
Assenagon Asset Management
1839
Assenagon Asset Management
Luxembourg
$950K -$214M -1,615,585 -100%
NJBEST
1840
New Jersey Better Educational Savings Trust
New Jersey
$950K -$292K -2,200 -24%
EGA
1841
E&G Advisors
Texas
$950K -$159K -1,200 -15%
BFC
1842
Blue Fin Capital
Rhode Island
$948K +$264K +1,994 +42%
MWM
1843
Mission Wealth Management
California
$946K +$48.4K +365 +6%
FRA
1844
Front Row Advisors
California
$942K +$758K +5,717 +557%
TA
1845
TFG Advisers
Michigan
$941K +$63.3K +477 +8%
CCFM
1846
Clear Creek Financial Management
Washington
$940K +$893K +6,737 New
CPO
1847
Cerity Partners OCIO
New York
$939K -$191K -1,442 -18%
NCM
1848
Novare Capital Management
North Carolina
$935K +$1.06K +8 +0.1%
QI
1849
Qtron Investments
Massachusetts
$931K +$357K +2,691 +68%
BCA
1850
Bay Colony Advisors
Massachusetts
$930K +$158K +1,188 +22%

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.