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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
SCM
2301
SKBA Capital Management
California
$300K +$285K +2,150 New
MIC
2302
Meridian Investment Counsel
California
$299K +$4.11K +31 +1%
CHP
2303
Cable Hill Partners
Oregon
$298K -$10.6K -80 -4%
FNBSF
2304
First National Bank Sioux Falls
South Dakota
$297K -$49.1K -370 -15%
AIS
2305
American Investment Services
Massachusetts
$297K
ODG
2306
O'Dell Group
Ohio
$297K +$282K +2,127 New
DE
2307
Day & Ennis
Georgia
$296K
APW
2308
Acima Private Wealth
Virginia
$295K
SSW
2309
Smith Shellnut Wilson
Mississippi
$295K
SAM
2310
Shikiar Asset Management
New York
$294K
GWA
2311
Guidant Wealth Advisors
Illinois
$293K +$11.5K +87 +4%
AWM
2312
Affinity Wealth Management
Delaware
$293K +$278K +2,095 New
AEPG
2313
American Economic Planning Group
New Jersey
$293K +$279K +2,100 New
AWM
2314
Aevitas Wealth Management
Massachusetts
$292K -$3.58K -27 -1%
RPAM
2315
Rhenman & Partners Asset Management
Sweden
$291K -$186K -1,400 -40%
FNBOH
2316
First National Bank of Hutchinson
Kansas
$291K +$14.1K +106 +6%
SFS
2317
Summit Financial Strategies
Ohio
$290K +$33.4K +252 +14%
PP
2318
Pegasus Partners
Wisconsin
$289K -$5.57K -42 -2%
TVAMP
2319
Tennessee Valley Asset Management Partners
Tennessee
$289K +$17.4K +131 +7%
CIC
2320
Cornercap Investment Counsel
Georgia
$288K -$2.65K -20 -1%
PFA
2321
Paradigm Financial Advisors
Missouri
$286K -$7.16K -54 -3%
PD
2322
Planning Directions
Pennsylvania
$285K +$271K +2,040 New
MWM
2323
MorganRosel Wealth Management
Colorado
$281K -$13.1K -99 -5%
M
2324
Mirova
France
$280K
CAM
2325
Claret Asset Management
Quebec, Canada
$279K -$10.1K -76 -4%

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.