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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
PB
1926
Pinnacle Bancorp
Nebraska
$786K -$3.32K -25 -0.4%
MCM
1927
Maple Capital Management
Vermont
$783K +$3.71K +28 +0.5%
GCAC
1928
Guardian Capital Advisors (Canada)
Ontario, Canada
$778K -$2.92K -22 -0.4%
WPA
1929
West Paces Advisors
Georgia
$775K -$10.1K -76 -1%
HCM
1930
Harvest Capital Management
New Hampshire
$774K -$30.2K -228 -4%
LP
1931
LMR Partners
United Kingdom
$773K -$19.4M -146,268 -96%
WCG
1932
Weaver Consulting Group
California
$771K
CIA
1933
CSat Investment Advisory
Michigan
$769K +$401K +3,027 +122%
BWM
1934
Baystate Wealth Management
Massachusetts
$767K +$18.8K +142 +3%
BOS
1935
Bingham Osborn & Scarborough
California
$758K -$1.99K -15 -0.3%
FDCC
1936
Foster Dykema Cabot & Co
Massachusetts
$758K -$1.33K -10 -0.2%
FPCG
1937
Fort Pitt Capital Group
Pennsylvania
$756K -$20.6K -155 -3%
ZIG
1938
Zuckerman Investment Group
Illinois
$755K
GIA
1939
Gladstone Institutional Advisory
Florida
$754K +$375K +2,828 +110%
BA
1940
Birinyi Associates
Connecticut
$753K -$133K -1,000 -16%
AIMCA
1941
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$750K -$22.5M -169,494 -97%
CSM
1942
CAMG Solamere Management
North Carolina
$748K -$19K -143 -3%
FFG
1943
Frisch Financial Group
New York
$746K -$296K -2,234 -29%
CPC
1944
Cookson Peirce & Co
Pennsylvania
$746K +$33.2K +250 +5%
PWPS
1945
Pinnacle Wealth Planning Services
Ohio
$746K +$137K +1,035 +24%
EP
1946
Edgestream Partners
New Jersey
$744K -$490K -3,695 -41%
CAC
1947
Certified Advisory Corp
Florida
$742K -$42.8K -323 -6%
NCM
1948
Neumann Capital Management
California
$742K
IFAM
1949
Institutional & Family Asset Management
Colorado
$742K +$168K +1,266 +31%
PVWM
1950
Point View Wealth Management
New Jersey
$741K -$5.83K -44 -0.8%

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.