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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
2201
Cahaba Wealth Management
Georgia
$411K -$530 -4 -0.1%
SCI
2202
S&CO Inc
Massachusetts
$411K
BDWM
2203
Brewin Dolphin Wealth Management
Ireland
$408K +$133K +1,000 +52%
SFG
2204
StrategIQ Financial Group
Indiana
$407K -$8.62K -65 -2%
HCM
2205
HM Capital Management
Missouri
$402K +$19.4K +146 +5%
NWM
2206
Northwest Wealth Management
Iowa
$399K -$8.49K -64 -2%
SCG
2207
Sonata Capital Group
Washington
$399K +$31.4K +237 +9%
SC
2208
Scholtz & Company
Connecticut
$399K +$379K +2,857 New
SAM
2209
Security Asset Management
New York
$398K -$663 -5 -0.2%
CMTU
2210
Capital Markets Trading (UK)
United Kingdom
$398K +$378K +2,850 New
ACM
2211
AUA Capital Management
Pennsylvania
$394K
AAM
2212
Augustine Asset Management
Florida
$389K
GIP
2213
Greatmark Investment Partners
Georgia
$384K
QCM
2214
Quest Capital Management
Texas
$384K +$61.9K +467 +20%
EPA
2215
Element Pointe Advisors
Florida
$384K +$68.7K +518 +23%
SHA
2216
Seneca House Advisors
Virginia
$383K +$108K +815 +44%
RRAM
2217
River Road Asset Management
Kentucky
$380K -$607K -4,575 -63%
SCM
2218
Sterneck Capital Management
Missouri
$380K -$19.9K -150 -5%
P
2219
&Partners
Tennessee
$379K -$28K -211 -7%
MLFP
2220
MPS Loria Financial Planners
Illinois
$378K -$16.2K -122 -4%
HC
2221
HNP Capital
New York
$378K
VRM
2222
Vectors Research Management
New York
$378K
ICM
2223
IMS Capital Management
Oregon
$376K +$10.6K +80 +3%
DACG
2224
Donor Advised Charitable Giving
California
$376K +$357K +2,690 New
CAM
2225
Cozad Asset Management
Illinois
$375K -$10.7K -81 -3%

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.