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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
EVC
2176
Eidelman Virant Capital
Missouri
$437K +$416K +3,135 New
IC
2177
Inscription Capital
Texas
$434K +$222K +1,676 +115%
IIM
2178
Intact Investment Management
Quebec, Canada
$433K +$106K +800 +35%
SIG
2179
Sargent Investment Group
Maryland
$433K +$149K +1,125 +57%
FFS
2180
Founders Financial Securities
Maryland
$428K +$140K +1,053 +52%
MCM
2181
McRae Capital Management
New Jersey
$425K
CP
2182
Coho Partners
Pennsylvania
$423K
CWG
2183
Cornerstone Wealth Group
North Carolina
$422K -$1.06M -7,967 -72%
CAG
2184
Csenge Advisory Group
Florida
$421K -$59.3K -447 -13%
WPW
2185
Winthrop Partners - WNY
New York
$420K -$26.5K -200 -6%
AIM
2186
Avity Investment Management
Connecticut
$420K -$72.9K -550 -15%
MF
2187
Manchester Financial
California
$420K +$8.49K +64 +2%
FSA
2188
Fort Sheridan Advisors
Illinois
$420K +$26.5K +200 +7%
CGA
2189
Crescent Grove Advisors
Illinois
$420K +$114K +858 +40%
GCIA
2190
Gabelli & Co Investment Advisers
New York
$419K -$4.22M -31,821 -91%
PIA
2191
Pinion Investment Advisors
Kansas
$419K -$129K -974 -25%
BMCM
2192
Bryn Mawr Capital Management
Pennsylvania
$419K +$10.1K +76 +3%
GAM
2193
Gould Asset Management
California
$418K
CWM
2194
Confluence Wealth Management
Oregon
$418K +$7.96K +60 +2%
MIG
2195
McGuire Investment Group
Rhode Island
$417K
SFWA
2196
Summit Financial Wealth Advisors
Louisiana
$415K
KWMG
2197
King Wealth Management Group
Florida
$414K +$19.9K +150 +5%
FWM
2198
Fairhaven Wealth Management
Illinois
$413K -$43K -324 -10%
AAS
2199
Annex Advisory Services
Wisconsin
$413K +$5.57K +42 +1%
RPA
2200
Rock Point Advisors
Vermont
$411K -$9.95K -75 -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.