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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
HR
1976
Hardy Reed
Mississippi
$699K -$15.4K -116 -2%
SC
1977
Skylands Capital
Wisconsin
$698K -$398K -3,000 -38%
PL
1978
Plancorp LLC
Missouri
$698K +$12.9K +97 +2%
SMC
1979
S. Muoio & Co
New York
$695K -$66.3K -500 -9%
B
1980
Bridgeworth
Alabama
$694K -$15.8K -119 -2%
JF
1981
JSF Financial
California
$693K +$68.3K +515 +12%
HPWM
1982
Highland Private Wealth Management
Washington
$692K +$14.5K +109 +2%
LDFR
1983
Lehman & Derafelo Financial Resources
Pennsylvania
$691K +$53K +400 +9%
IA
1984
Independence Advisors
Pennsylvania
$691K +$58.9K +444 +10%
HFM
1985
Harvest Fund Management
China
$690K +$111K +837 +20%
SIAP
1986
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$688K
FCB
1987
First Command Bank
Texas
$688K +$85.9K +648 +15%
FCFS
1988
First Command Financial Services
Texas
$688K +$85.9K +648 +15%
CYG
1989
Clean Yield Group
Vermont
$687K -$663 -5 -0.1%
AA
1990
ALPS Advisors
Colorado
$687K +$652K +4,918 New
WOC
1991
West Oak Capital
California
$686K +$10.7K +81 +2%
BWA
1992
Burt Wealth Advisors
Maryland
$683K -$39.8K -300 -6%
AFNAS
1993
American Financial Network Advisory Services
California
$681K -$41.9K -316 -6%
TFGT
1994
TS Financial Group (TSFG)
Illinois
$681K +$47.1K +355 +8%
LW
1995
Linscomb Wealth
Texas
$679K +$5.97K +45 +0.9%
WA
1996
Wheatland Advisors
Pennsylvania
$679K +$79.6K +600 +14%
EMB
1997
Elefante Mark B
$677K +$110K +830 +21%
RIS
1998
Retirement Income Solutions
Michigan
$676K
PCFFS
1999
Pacific Center for Financial Services
California
$675K
GCC
2000
Guardian Capital (Canada)
Ontario, Canada
$674K +$75.6K +570 +13%

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.