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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
ATPW
2051
Ashton Thomas Private Wealth
Arizona
$600K +$145K +1,096 +34%
SCP
2052
Seizert Capital Partners
Michigan
$600K
HHGA
2053
Halbert Hargrove Global Advisors
California
$599K +$569K +4,291 New
TF
2054
TLWM Financial
Texas
$598K -$224K -1,687 -28%
PK
2055
Pflug Koory
Nebraska
$598K -$15.3K -115 -3%
WA
2056
Winfield Associates
Ohio
$598K
CFA
2057
Capstone Financial Advisors
Illinois
$598K +$37.1K +280 +7%
GC
2058
Grace Capital
Massachusetts
$596K
LP
2059
LGL Partners
Pennsylvania
$596K +$5.97K +45 +1%
FFW
2060
Fusion Family Wealth
New York
$596K +$560K +4,220 +8,792%
LFG
2061
Larson Financial Group
Missouri
$592K -$398 -3 -0.1%
GAMC
2062
Garner Asset Management Corp
Texas
$592K
FCCM
2063
First City Capital Management
Georgia
$590K -$5.17K -39 -0.9%
TFO
2064
Tarbox Family Office
California
$588K -$5.57K -42 -1%
BFG
2065
Barber Financial Group
Kansas
$586K +$57.7K +435 +12%
TP
2066
Tranquility Partners
Tennessee
$586K +$556K +4,195 New
POIA
2067
Pin Oak Investment Advisors
Texas
$585K -$121K -911 -18%
SNB
2068
Security National Bank
Nebraska
$584K -$46.4K -350 -8%
ONST
2069
Old North State Trust
North Carolina
$583K -$50.7K -382 -8%
GHAM
2070
Gilman Hill Asset Management
Connecticut
$583K -$9.28K -70 -2%
FWP
2071
FAS Wealth Partners
Kansas
$580K +$19.9K +150 +4%
BHTS
2072
Bar Harbor Trust Services
Maine
$579K
GWMIA
2073
Global Wealth Management Investment Advisory
Florida
$574K +$19.5K +147 +4%
NP
2074
Ninepoint Partners
Ontario, Canada
$572K -$271K -2,042 -33%
CWA
2075
Clarus Wealth Advisors
Arizona
$571K +$247K +1,865 +84%

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.