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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
MC
1851
Mathes Company
New York
$929K
LWM
1852
Liberty Wealth Management
California
$929K +$286K +2,158 +48%
GBBWRPM
1853
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$926K +$26.9K +203 +3%
TL
1854
TrueWealth LLC
Georgia
$924K -$398 -3 -0%
ACA
1855
Aptus Capital Advisors
Alabama
$923K +$240K +1,810 +38%
BS
1856
Bessemer Securities
New York
$920K
CH
1857
Canton Hathaway
Rhode Island
$919K +$65.8K +496 +8%
BW
1858
Bison Wealth
Georgia
$918K +$82.2K +620 +10%
PFC
1859
Phocas Financial Corp
California
$917K +$8.71B +65,684,679 +1,011,623%
MFG
1860
Monte Financial Group
Connecticut
$915K +$3.85K +29 +0.4%
Verition Fund Management
1861
Verition Fund Management
Connecticut
$914K -$4.13M -31,156 -83%
BPA
1862
Beacon Pointe Advisors
California
$914K -$3.85M -29,032 -82%
MIA
1863
MainStreet Investment Advisors
Illinois
$911K -$659K -4,969 -43%
CCM
1864
Chickasaw Capital Management
Tennessee
$911K
GC
1865
Gruss & Co
Florida
$908K -$136K -1,029 -14%
GCA
1866
Gradient Capital Advisors
California
$908K +$613K +4,624 +246%
FNBOSM
1867
First National Bank of South Miami
Florida
$907K -$265 -2 -0%
MFP
1868
Meridian Financial Partners
Virginia
$906K -$8.62K -65 -1%
CRWM
1869
Castle Rock Wealth Management
California
$903K +$851K +6,418 New
FCBT
1870
First Citizens Bank & Trust
North Carolina
$902K -$909K -6,857 -51%
RIG
1871
Roosevelt Investment Group
New York
$901K +$9.02K +68 +1%
VLC
1872
Van Leeuwen & Company
New Jersey
$899K -$88.7K -669 -9%
IWS
1873
Insight Wealth Strategies
California
$899K +$148K +1,117 +21%
CCMG
1874
Clark Capital Management Group
Pennsylvania
$896K -$57.6K -434 -6%
LC
1875
Landaas & Company
Wisconsin
$896K +$13.9K +105 +2%

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.