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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
NCM
2351
Northwest Capital Management
Oregon
$263K -$50.9K -384 -17%
FPIS
2352
Financial Planning & Information Services
Wisconsin
$263K
WFMPM
2353
Woodley Farra Manion Portfolio Management
Indiana
$263K
EIG
2354
Ellenbecker Investment Group
Wisconsin
$262K +$133 +1 +0.1%
MCM
2355
Marathon Capital Management
Maryland
$261K
WC
2356
Whitney & Co
New York
$261K
HI
2357
Hudock Inc
Pennsylvania
$261K +$61.8K +466 +33%
ECM
2358
EagleClaw Capital Management
Massachusetts
$261K +$247K +1,861 New
CAL
2359
Capital Advisors Ltd
Ohio
$258K +$170K +1,285 +229%
DPI
2360
Diversified Portfolios Inc
Michigan
$257K +$1.33K +10 +0.5%
FAM
2361
Fenimore Asset Management
New York
$257K +$3.32K +25 +1%
NPT
2362
Nixon Peabody Trust
Massachusetts
$257K +$244K +1,840 New
SFA
2363
Stewardship Financial Advisors
Georgia
$256K -$398 -3 -0.2%
SAM
2364
SP Asset Management
California
$255K
CWM
2365
Connecticut Wealth Management
Connecticut
$254K +$241K +1,816 New
FPCP
2366
Fort Point Capital Partners
California
$254K +$242K +1,822 New
AC
2367
Avestar Capital
New York
$253K -$23.7K -179 -8%
ZF
2368
Zhang Financial
Michigan
$253K +$240K +1,809 New
NP
2369
NS Partners
United Kingdom
$251K +$239K +1,800 New
HFBOT
2370
Home Federal Bank of Tennessee
Tennessee
$249K -$3.98K -30 -2%
MWM
2371
MinichMacGregor Wealth Management
New York
$249K +$234K +1,761 New
DIM
2372
DC Investments Management
Virginia
$248K -$343K -2,585 -59%
TB
2373
Terril Brothers
Missouri
$248K +$236K +1,776 New
CCM
2374
Carderock Capital Management
Maryland
$247K +$235K +1,771 New
FFC
2375
First Financial Corp
Indiana
$246K -$1.99K -15 -0.8%

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.