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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
MWA
2251
Meridian Wealth Advisors
Texas
$348K +$2.25K +17 +0.7%
EI
2252
Ellevest Inc
New York
$348K +$57.6K +434 +21%
SBWM
2253
Sunflower Bank Wealth Management
Arizona
$347K
VCM
2254
Vigilant Capital Management
Maine
$347K +$8.75K +66 +3%
OWP
2255
Obermeyer Wealth Partners
Colorado
$345K +$6.63K +50 +2%
PSG
2256
Planning Solutions Group
Maryland
$345K +$9.15K +69 +3%
LA
2257
LexAurum Advisors
Kansas
$345K +$13K +98 +4%
FMTCOCP
2258
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$343K
PFA
2259
Pathway Financial Advisors
Vermont
$343K +$10.6K +80 +3%
CW
2260
CreativeOne Wealth
Kansas
$342K +$324K +2,446 New
VV
2261
Verity & Verity
South Carolina
$342K +$324K +2,446 New
C
2262
Cerebellum
California
$340K +$318K +2,400 +6,667%
CAN
2263
Claraphi Advisory Network
United States
$340K +$323K +2,436 New
AA
2264
Alesco Advisors
New York
$336K
SAM
2265
SignalPoint Asset Management
Missouri
$336K +$4.64K +35 +1%
MRI
2266
Mad River Investors
Massachusetts
$335K
HL
2267
HeadInvest LLC
Maine
$334K +$7.83K +59 +3%
I
2268
INVST
Indiana
$333K -$7.03K -53 -2%
NA
2269
Nottingham Advisors
New York
$331K -$9.28K -70 -3%
FA
2270
FCG Advisors
New Jersey
$330K +$6.5K +49 +2%
Loomis, Sayles & Company
2271
Loomis, Sayles & Company
Massachusetts
$330K +$304K +2,293 +3,230%
KM
2272
Kalos Management
Georgia
$328K -$120K -904 -27%
OKSA
2273
O'Keefe Stevens Advisory
New York
$328K
CG
2274
Corundum Group
Colorado
$328K +$1.99K +15 +0.6%
CWM
2275
Centric Wealth Management
Illinois
$326K -$17.5K -132 -5%

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.