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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
CWM
2076
Chesapeake Wealth Management
Virginia
$570K +$13.3K +100 +3%
9WM
2077
9258 Wealth Management
Ohio
$570K +$74.3K +560 +16%
NWP
2078
Northstar Wealth Partners
Connecticut
$567K +$10.1K +76 +2%
MC
2079
Montag & Caldwell
Georgia
$566K
WA
2080
WP Advisors
California
$565K +$309K +2,330 +136%
RGIA
2081
Rainier Group Investment Advisory
Washington
$563K +$24.7K +186 +5%
HC
2082
Henshaw Capital
Massachusetts
$560K +$218K +1,643 +69%
CF
2083
Copperwynd Financial
Arizona
$560K -$5.44K -41 -1%
EIP
2084
Easterly Investment Partners
Massachusetts
$559K -$1.81M -13,685 -77%
NC
2085
Noked Capital
Israel
$559K -$265K -2,000 -33%
NI
2086
Noked Israel
Israel
$559K -$265K -2,000 -33%
VFM
2087
Viking Fund Management
North Dakota
$559K
CNB
2088
Camden National Bank
Maine
$559K +$19.1K +144 +4%
SC
2089
Solstein Capital
California
$559K +$530K +4,000 New
PFBT
2090
Parkside Financial Bank & Trust
Missouri
$557K -$13.4K -101 -2%
RMC
2091
Regis Management Company
California
$556K -$528K -3,985 -50%
TFS
2092
Thoroughbred Financial Services
Tennessee
$556K -$1.59K -12 -0.3%
PA
2093
Probity Advisors
Texas
$555K -$13.3K -100 -2%
HH
2094
HWG Holdings
Texas
$554K +$526K +3,966 New
FLI
2095
Family Legacy Inc
South Carolina
$549K +$42.6K +321 +9%
DP
2096
Dearborn Partners
Illinois
$547K +$21.5K +162 +4%
IEFM
2097
IQ EQ Fund Management
Ireland
$543K +$516K +3,888 New
WPA
2098
Winning Points Advisors
Florida
$540K
TFF
2099
The Family Firm
Maryland
$540K +$530 +4 +0.1%
DA
2100
Doliver Advisors
Texas
$539K +$796 +6 +0.2%

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.