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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
BL
2151
BFSG LLC
California
$469K +$29.8K +225 +7%
AIM
2152
Advantage Investment Management
Iowa
$469K +$41.9K +316 +10%
PAG
2153
Pinnacle Advisory Group
Maryland
$469K +$112K +847 +34%
FNC
2154
First National Corp
Massachusetts
$468K -$18K -136 -4%
ACM
2155
Ategra Capital Management
Virginia
$464K +$7.69K +58 +2%
WAOTB
2156
Wealth Advisors of Tampa Bay
Florida
$464K -$13.3K -100 -3%
LF
2157
Lantz Financial
Illinois
$464K +$70K +528 +19%
ACM
2158
Alethea Capital Management
Washington
$461K
AW
2159
Alpha Windward
Massachusetts
$460K +$39.4K +297 +10%
KIM
2160
Karpus Investment Management
New York
$459K
JMH
2161
J.M. Hartwell
New York
$457K +$434K +3,271 New
FWM
2162
Focused Wealth Management
New York
$455K -$88.5K -667 -17%
MA
2163
MONECO Advisors
Connecticut
$454K -$10.3K -78 -2%
GEM
2164
Global Endowment Management
North Carolina
$454K
ACM
2165
AlphaStar Capital Management
North Carolina
$453K -$103K -774 -19%
CBOR
2166
Community Bank of Raymore
Missouri
$452K -$5.83K -44 -1%
PO
2167
Private Ocean
California
$450K -$18.6K -140 -4%
GAM
2168
Gemmer Asset Management
California
$450K +$143K +1,076 +50%
IF
2169
IRON Financial
Illinois
$449K +$133K +1,005 +33%
SSA
2170
Schonfeld Strategic Advisors
New York
$447K -$7.11M -53,600 -94%
TRAM
2171
Tuscan Ridge Asset Management
Illinois
$446K +$423K +3,191 New
ACM
2172
AlphaCrest Capital Management
New York
$445K -$2.17M -16,378 -84%
SFI
2173
SPC Financial Inc
Maryland
$444K +$421K +3,178 New
PWS
2174
Paragon Wealth Strategies
Florida
$441K +$419K +3,161 New
RFM
2175
Royal Fund Management
Florida
$438K +$29.2K +220 +8%

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.