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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
GKIM
2276
GW&K Investment Management
Massachusetts
$325K +$27.9K +210 +10%
DBRC
2277
D.B. Root & Company
Pennsylvania
$325K +$309K +2,328 New
VSWA
2278
Vontobel Swiss Wealth Advisors
Switzerland
$323K -$3.45M -26,044 -92%
LSC
2279
Lesa Sroufe & Co
Washington
$322K
AWS
2280
AJ Wealth Strategies
New York
$320K -$97.5K -735 -24%
SIAS
2281
Shine Investment Advisory Services
Colorado
$318K -$123K -929 -29%
SRC
2282
Sage Rhino Capital
California
$318K +$796 +6 +0.3%
BEI
2283
Benjamin Edwards Inc
Missouri
$318K +$252K +1,903 +505%
WBG
2284
Wharton Business Group
Pennsylvania
$317K -$17.5K -132 -5%
RWMH
2285
Riverpoint Wealth Management Holdings
Illinois
$317K +$301K +2,267 New
SIA
2286
Strategic Investment Advisors
Michigan
$317K +$307K +2,318 New
SWMG
2287
Strategic Wealth Management Group
Maryland
$316K +$300K +2,265 New
SS
2288
Sunbelt Securities
Texas
$315K +$28.6K +216 +11%
CI
2289
CX Institutional
Indiana
$313K +$58.9K +444 +25%
AIS
2290
Accurate Investment Solutions
Pennsylvania
$312K
MTC
2291
McDaniel Terry & Co
Texas
$312K
VAS
2292
Valicenti Advisory Services
New York
$312K
SFM
2293
Signet Financial Management
New Jersey
$310K -$22.4K -169 -7%
GA
2294
GFS Advisors
Texas
$308K -$26.5K -200 -8%
CHA
2295
Carmichael Hill & Associates
Maryland
$306K +$41K +309 +16%
HCP
2296
Holt Capital Partners
Texas
$304K -$19.9K -150 -6%
HIS
2297
Harvest Investment Services
Illinois
$304K +$285K +2,152 New
PGA
2298
Portland Global Advisors
Maine
$304K +$288K +2,174 New
PA
2299
PFG Advisors
Arizona
$301K +$56K +422 +25%
BFPW
2300
BOK Financial Private Wealth
Colorado
$301K +$286K +2,158 New

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.