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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
EDRIA
1901
Edmonds Duncan Registered Investment Advisors
Kansas
$831K
MCM
1902
MV Capital Management
Maryland
$830K +$31.8K +240 +4%
BCA
1903
Berman Capital Advisors
Georgia
$828K -$13.5K -102 -2%
PWMAG
1904
Pinnacle Wealth Management Advisory Group
New Jersey
$825K +$33.2K +250 +4%
NAS
1905
Nicolet Advisory Services
Wisconsin
$825K +$49.9K +376 +7%
JGIA
1906
Jackson Grant Investment Advisers
Connecticut
$821K
DI
1907
DFPG Investments
Utah
$821K +$43.5K +328 +6%
MC
1908
Miramar Capital
Illinois
$820K +$112K +847 +17%
WP
1909
WealthPLAN Partners
Nebraska
$819K -$141K -1,064 -15%
BOPW
1910
Brandywine Oak Private Wealth
Pennsylvania
$818K +$18.2K +137 +2%
NFG
1911
Nations Financial Group
Iowa
$817K +$123K +926 +19%
BO
1912
Bank OZK
Arkansas
$816K -$73.6K -555 -9%
ACG
1913
Allen Capital Group
Nebraska
$814K +$63.1K +476 +9%
CPIG
1914
Chicago Partners Investment Group
Illinois
$808K +$269K +2,029 +55%
BWM
1915
Buckley Wealth Management
Nevada
$806K +$78.5K +592 +11%
OAM
1916
Occidental Asset Management
California
$802K +$425K +3,206 +126%
KLI
1917
Kelman-Lazarov Inc
Tennessee
$796K -$230K -1,737 -23%
WWM
1918
Windsor Wealth Management
Indiana
$796K +$101K +761 +16%
IAA
1919
Ironsides Asset Advisors
North Carolina
$794K
HIC
1920
Harvey Investment Company
Kentucky
$791K +$7.96K +60 +1%
BCM
1921
Bayesian Capital Management
New York
$790K +$750K +5,655 New
SIA
1922
Starfire Investment Advisers
Michigan
$789K
FFG
1923
Fortem Financial Group
California
$789K +$5.83K +44 +0.8%
ACA
1924
Anchor Capital Advisors
Massachusetts
$788K -$139K -1,050 -16%
SG
1925
StoneX Group
New York
$788K +$117K +884 +19%

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.