We are live on ! Find out more
DIS icon

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
GSIS
2101
Global Strategic Investment Solutions
Arizona
$538K
VWM
2102
Venturi Wealth Management
Texas
$538K +$55.6K +419 +12%
RHFI
2103
Reilly Herbert Faulkner III
$537K
PPP
2104
Private Portfolio Partners
New Jersey
$537K +$63.5K +479 +14%
SIC
2105
Sigma Investment Counselors
Michigan
$536K +$28.2K +213 +6%
KTA
2106
Keeley-Teton Advisors
Illinois
$535K
KA
2107
Klingman & Associates
New York
$534K +$41.8K +315 +9%
TAM
2108
Trillium Asset Management
Massachusetts
$534K +$88.6K +668 +21%
CF
2109
Corrigan Financial
Rhode Island
$533K
PIMG
2110
Patriot Investment Management Group
Tennessee
$532K +$4.64K +35 +0.9%
SSG
2111
Summit Securities Group
New York
$531K +$504K +3,800 New
FBT
2112
First Bank & Trust
South Dakota
$529K -$10.6K -80 -2%
WA
2113
Wambolt & Associates
Colorado
$526K -$1.59K -12 -0.3%
WA
2114
Waverly Advisors
Alabama
$525K +$928 +7 +0.2%
FHC
2115
First Heartland Consultants
Missouri
$525K +$63.3K +477 +15%
BW
2116
Biegel & Waller
Maryland
$524K +$14.9K +112 +3%
AF
2117
Alerus Financial
North Dakota
$523K
TPW
2118
Tiller Private Wealth
Pennsylvania
$521K -$86.2K -650 -15%
PV
2119
Private Vista
Illinois
$516K +$22.1K +167 +5%
CA
2120
Crewe Advisors
Utah
$516K +$360K +2,713 +275%
SWM
2121
Segment Wealth Management
Texas
$513K -$1.99K -15 -0.4%
JWBC
2122
John W. Bristol & Co
New York
$512K
SWA
2123
Sutton Wealth Advisors
Florida
$510K +$9.42K +71 +2%
OIM
2124
Orca Investment Management
Oregon
$510K -$18.7K -141 -4%
QCMC
2125
Quantum Capital Management (California)
California
$510K +$8.89K +67 +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.