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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
AIFS
2326
A&I Financial Services
Colorado
$279K +$3.45K +26 +1%
SNBOSD
2327
Security National Bank of So Dak
Iowa
$278K +$3.32K +25 +1%
HPIA
2328
Hamilton Point Investment Advisors
North Carolina
$278K +$21.1K +159 +9%
BWM
2329
BT Wealth Management
Georgia
$277K +$3.98K +30 +1%
EFS
2330
Econ Financial Services
Pennsylvania
$276K -$149K -1,120 -36%
BFWA
2331
Benchmark Financial Wealth Advisors
Florida
$276K +$262K +1,978 New
PCIG
2332
Partners Capital Investment Group
Massachusetts
$276K +$262K +1,978 New
TF
2333
TimeScale Financial
Massachusetts
$274K +$1.33K +10 +0.5%
VIM
2334
Veritas Investment Management
United Kingdom
$272K -$21.2K -160 -8%
CC
2335
Capital Counsel
New York
$272K -$133 -1 -0.1%
TCPWM
2336
Traverso Chambers Private Wealth Management
California
$272K
PCMC
2337
Private Capital Management (Colorado)
Colorado
$271K -$17.2K -130 -6%
AP
2338
Atwood & Palmer
Missouri
$271K
WAS
2339
Winch Advisory Services
Wisconsin
$271K +$45K +339 +21%
NF
2340
Nikulski Financial
Iowa
$271K +$252K +1,900 New
PP
2341
PagnatoKarp Partners
Virginia
$270K +$256K +1,931 New
RF
2342
RHS Financial
California
$268K
CIC
2343
Chase Investment Counsel
Virginia
$267K -$1.22M -9,210 -83%
NIA
2344
Northstar Investment Advisors
Colorado
$267K -$11.3K -85 -4%
TC
2345
Trilogy Capital
California
$267K +$247K +1,860 New
SFSG
2346
Stearns Financial Services Group
North Carolina
$266K -$40.3K -304 -14%
CHA
2347
Cooper/Haims Advisors
New York
$265K -$101K -763 -29%
FLII
2348
First Long Island Investors
New York
$265K
MCG
2349
MACRO Consulting Group
New Jersey
$265K +$253K +1,907 New
PG
2350
Pendal Group
Australia
$264K -$1.03M -7,791 -80%

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.