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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
JGUA
2126
John G. Ullman & Associates
New York
$508K +$5.3K +40 +1%
SIM
2127
Sonora Investment Management
Arizona
$508K +$88.5K +667 +22%
AF
2128
Affiance Financial
Minnesota
$505K -$398 -3 -0.1%
MCIA
2129
Mountain Capital Investment Advisors
Colorado
$505K +$19.6K +148 +4%
SH
2130
SeaTown Holdings
Singapore
$503K +$478K +3,601 New
GEA
2131
Glen Eagle Advisors
New Jersey
$502K +$122K +917 +34%
PP
2132
PDS Planning
Ohio
$501K +$54.2K +409 +13%
EAM
2133
Evanson Asset Management
California
$499K -$35.7K -269 -7%
ADMI
2134
Albert D. Mason Inc
Massachusetts
$494K -$8.75K -66 -2%
SDAM
2135
Shulman DeMeo Asset Management
New York
$493K
PAA
2136
Peregrine Asset Advisers
Oregon
$493K +$15.8K +119 +3%
WMA
2137
Wealth Management Associates
New Jersey
$492K +$85.8K +647 +22%
HFA
2138
Huber Financial Advisors
Illinois
$492K
MIM
2139
Miller Investment Management
Pennsylvania
$492K
MS
2140
Mizuho Securities
Japan
$492K +$202K +1,520 +76%
CS
2141
Cannell & Spears
New York
$489K -$19.9K -150 -4%
DT
2142
Diversified Trust
Tennessee
$488K -$54.4K -410 -10%
VNB
2143
Virginia National Bank
Virginia
$485K +$16K +121 +4%
WWM
2144
Willingdon Wealth Management
North Carolina
$484K
MWM
2145
Modera Wealth Management
New Jersey
$483K +$18K +136 +4%
RI
2146
Rudd International
Florida
$477K +$87.7K +661 +24%
MFW
2147
Mosaic Family Wealth
Missouri
$473K +$47.1K +355 +12%
KWA
2148
KCS Wealth Advisory
California
$472K -$3.71K -28 -0.8%
SGK
2149
Steigerwald Gordon & Koch
Virginia
$471K -$23.9K -180 -5%
PHK
2150
Point72 Hong Kong
Hong Kong
$469K -$378K -2,851 -46%

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.