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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
CIP
2026
Convergence Investment Partners
Florida
$638K -$3.14M -23,655 -84%
IP
2027
Intellectus Partners
California
$637K -$736K -5,552 -55%
SIAG
2028
Signet Investment Advisory Group
Rhode Island
$637K +$159K +1,196 +36%
BWP
2029
Bernardo Wealth Planning
Pennsylvania
$634K +$32.1K +242 +6%
NP
2030
NorthRock Partners
Minnesota
$632K +$46.7K +352 +8%
HR
2031
Hayden Royal
North Carolina
$631K +$29.6K +223 +5%
HPC
2032
Hobart Private Capital
North Carolina
$631K +$599K +4,516 New
PWMG
2033
Prestige Wealth Management Group
New Jersey
$629K +$366K +2,758 +158%
WA
2034
Wealth Architects
California
$628K +$18.3K +138 +3%
RGNCM
2035
R.G. Niederhoffer Capital Management
New York
$628K +$597K +4,500 New
EAM
2036
Eagle Asset Management
Florida
$627K +$54.8K +413 +10%
LPIC
2037
LeJeune Puetz Investment Counsel
Michigan
$626K +$47.2K +356 +9%
EF
2038
Empirical Finance
Pennsylvania
$624K +$398 +3 +0.1%
SIM
2039
SSI Investment Management
California
$624K +$82.5K +622 +16%
FDS
2040
First Dallas Securities
Texas
$622K +$325K +2,450 +122%
PAM
2041
Peninsula Asset Management
Florida
$620K +$26.5K +200 +5%
CC
2042
Cedar Capital
Illinois
$618K +$108K +815 +23%
LWM
2043
Lyons Wealth Management
Florida
$616K +$585K +4,412 New
HCM
2044
Harvey Capital Management
Florida
$614K -$13.3K -100 -2%
PHAM
2045
Palisades Hudson Asset Management
Florida
$614K
GRQ
2046
Gardner Russo & Quinn
Pennsylvania
$612K -$1.99K -15 -0.3%
CIM
2047
CIM Investment Management
Pennsylvania
$611K +$18.7K +141 +3%
FCA
2048
FLC Capital Advisors
California
$605K +$33.4K +252 +6%
PSC
2049
Prentiss Smith & Co
Vermont
$604K
AWA
2050
Acorn Wealth Advisors
Michigan
$603K +$1.99K +15 +0.3%

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.