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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
Royal London Asset Management
176
Royal London Asset Management
United Kingdom
$90.2M +$6.72M +50,681 +9%
BPC
177
Banque Pictet & Cie
Switzerland
$89.6M -$10.3M -77,689 -11%
SFFS
178
Stonehage Fleming Financial Services
Jersey
$88.9M +$1.77M +13,325 +2%
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$88.9M +$4.66M +35,127 +6%
TAM
180
Tocqueville Asset Management
New York
$88.1M -$648K -4,884 -0.8%
HighTower Advisors
181
HighTower Advisors
Illinois
$86.9M -$2.11M -15,882 -2%
BCIM
182
British Columbia Investment Management
British Columbia, Canada
$85.7M -$6.04M -45,533 -7%
CIC
183
Chilton Investment Company
Connecticut
$85.4M -$3.26M -24,546 -4%
FWIA
184
Fort Washington Investment Advisors
Ohio
$84.9M -$71K -535 -0.1%
WHG
185
Westwood Holdings Group
Texas
$84.5M -$17.7M -133,322 -18%
SG Americas Securities
186
SG Americas Securities
New York
$83.6M +$46.3M +348,929 +140%
Alyeska Investment Group
187
Alyeska Investment Group
Illinois
$83.3M +$30.3M +228,533 +62%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$82.6M +$3.38M +25,487 +5%
GHCM
189
Glen Harbor Capital Management
California
$82.2M -$681K -5,134 -0.9%
SC
190
Scotia Capital
Ontario, Canada
$81.9M +$1.26M +9,530 +2%
Bank of Nova Scotia
191
Bank of Nova Scotia
Ontario, Canada
$81.9M -$25.4M -191,318 -24%
UOC
192
UBS O'Connor
Illinois
$81.5M +$77.4M +583,791 New
BCM
193
Bridgeway Capital Management
Texas
$81.1M -$4.22M -31,851 -5%
CTB
194
Country Trust Bank
Illinois
$80M +$35.7M +268,831 +70%
BAWC
195
Black-and-white Capital
California
$79.6M +$75.6M +570,000 New
UCFA
196
United Capital Financial Advisors
Texas
$78.4M +$6.1M +46,006 +9%
FAF
197
Fjarde Ap-fonden
Sweden
$76.2M -$5.13M -38,700 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
198
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$75.9M +$25.6M +192,895 +55%
CFC
199
Cincinnati Financial Corp
Ohio
$75.7M
BAMF
200
BI Asset Management Fondsmaeglerselskab
Denmark
$75.6M +$9.47M +71,405 +15%

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.