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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
ZIC
1876
ZWJ Investment Counsel
Georgia
$893K +$110K +826 +15%
CBFP
1877
Cedar Brook Financial Partners
Ohio
$889K -$55.6K -419 -6%
WAP
1878
Wealthcare Advisory Partners
Pennsylvania
$889K +$37.9K +286 +5%
PL
1879
Parthenon LLC
Kentucky
$886K
TF
1880
Trek Financial
Arizona
$883K +$13.3K +100 +2%
CC
1881
Chicago Capital
Illinois
$878K
MFT
1882
Moisand Fitzgerald Tamayo
Florida
$872K
PIP
1883
Peachtree Investment Partners
Florida
$871K +$458K +3,455 +124%
Arrowstreet Capital
1884
Arrowstreet Capital
Massachusetts
$870K -$26.3M -198,400 -97%
CC
1885
Cypress Capital
Tennessee
$864K +$28.5K +215 +4%
LC
1886
Loews Corp
New York
$864K +$305K +2,300 +59%
BIM
1887
Barton Investment Management
Pennsylvania
$863K
WCM
1888
Whitener Capital Management
North Carolina
$863K +$324K +2,445 +65%
ROTUOC
1889
Regents of the University of California
California
$857K
CCM
1890
Canal Capital Management
Virginia
$854K +$7.69K +58 +1%
BI
1891
Ballast Inc
Kentucky
$853K -$29.6K -223 -4%
SCP
1892
Syntal Capital Partners
Texas
$847K +$804K +6,066 New
PCM
1893
Poehling Capital Management
Wisconsin
$845K +$79.8K +602 +11%
CAGAS
1894
Capital Advisory Group Advisory Services
Minnesota
$845K +$696K +5,250 +618%
AJ
1895
Ashburton (Jersey)
Jersey
$844K +$336K +2,536 +72%
SAM
1896
Smithbridge Asset Management
Pennsylvania
$843K
DC
1897
DeDora Capital
California
$837K -$3.85K -29 -0.5%
ECAM
1898
East Coast Asset Management
Massachusetts
$833K -$9.95K -75 -1%
CP
1899
Covenant Partners
Tennessee
$833K +$35.1K +265 +5%
NEIRG
1900
New England Investment & Retirement Group
Massachusetts
$833K +$154K +1,159 +24%

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.