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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
BEC
2226
Blue Edge Capital
Virginia
$374K
AFA
2227
American Financial Advisors
Georgia
$372K +$53.4K +403 +18%
DW
2228
Domani Wealth
Pennsylvania
$370K
FMT
2229
First Mercantile Trust
Tennessee
$370K +$59.8K +451 +21%
MPWT
2230
MassMutual Private Wealth & Trust
Connecticut
$369K -$55.4K -418 -14%
MPIA
2231
Mountain Pacific Investment Advisers
Idaho
$368K -$47.6K -359 -12%
Rafferty Asset Management
2232
Rafferty Asset Management
New York
$368K +$15.4K +116 +5%
DAC
2233
Dividend Assets Capital
South Carolina
$368K +$17.9K +135 +5%
CCA
2234
Clearwater Capital Advisors
Illinois
$367K -$8.62K -65 -2%
NA
2235
Navellier & Associates
Nevada
$367K +$13.3K +100 +4%
PAM
2236
Palisade Asset Management
Minnesota
$366K
QCIG
2237
Quad-Cities Investment Group
Iowa
$366K
PC
2238
Peavine Capital
Nevada
$364K
Edgewood Management
2239
Edgewood Management
Connecticut
$363K
RW
2240
REDW Wealth
New Mexico
$363K +$345K +2,602 New
HMS
2241
Hanseatic Management Services
New Mexico
$362K +$344K +2,593 New
EIA
2242
Eldridge Investment Advisors
New Hampshire
$361K +$13.3K +100 +4%
RTS
2243
Round Table Services
New Jersey
$358K -$7.83K -59 -2%
PBO
2244
Peoples Bank (Ohio)
Ohio
$357K +$22.5K +170 +7%
HWMG
2245
Hurlow Wealth Management Group
Indiana
$356K
TIM
2246
Tortoise Investment Management
New York
$354K
LD
2247
Lipe & Dalton
New York
$353K +$17.2K +130 +5%
FCA
2248
Florence Capital Advisors
New York
$349K
CFN
2249
Cordasco Financial Network
Florida
$348K -$18.2K -137 -5%
BWL
2250
Bogart Wealth LLC
Virginia
$348K -$9.28K -70 -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.