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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
TIA
2376
Traphagen Investment Advisors
New Jersey
$246K +$234K +1,761 New
IWA
2377
Inspirion Wealth Advisors
Illinois
$245K -$28.4K -214 -11%
FFG
2378
Ford Financial Group
California
$244K +$232K +1,751 New
WCM
2379
WealthBridge Capital Management
Ohio
$243K +$9.15K +69 +3%
FVWA
2380
Foster Victor Wealth Advisors
South Carolina
$243K +$228K +1,722 New
PA
2381
Planning Alternatives
Michigan
$243K +$230K +1,738 New
ACP
2382
Arcus Capital Partners
Georgia
$243K +$231K +1,739 New
SBCM
2383
Schwerin Boyle Capital Management
Massachusetts
$242K +$229K +1,730 New
KIA
2384
Kopp Investment Advisors
Minnesota
$241K -$116K -871 -34%
ML
2385
McAdam LLC
Pennsylvania
$241K +$228K +1,722 New
AIA
2386
AIMZ Investment Advisors
California
$241K +$229K +1,727 New
FAG
2387
Financial Advisory Group
Texas
$240K +$223K +1,682 New
SG
2388
Strid Group
Pennsylvania
$240K +$228K +1,721 New
PMG
2389
Private Management Group
California
$239K +$227K +1,710 New
HC
2390
Hamilton Capital
Ohio
$239K +$227K +1,715 New
FCIM
2391
Fairview Capital Investment Management
California
$239K +$228K +1,717 New
CCM
2392
Crossvault Capital Management
Texas
$237K +$225K +1,700 New
CG
2393
Carmignac Gestion
France
$236K +$224K +1,690 New
AWM
2394
Apollon Wealth Management
South Carolina
$235K +$223K +1,685 New
EMG
2395
ETF Managers Group
New Jersey
$234K -$141K -1,060 -39%
EFL
2396
ERn Financial LLC
Wisconsin
$234K -$32.8K -247 -13%
PWM
2397
PRW Wealth Management
Massachusetts
$234K +$34.6K +261 +18%
ACM
2398
Armbruster Capital Management
New York
$234K +$223K +1,679 New
BBA
2399
Braun-Bostich & Associates
Pennsylvania
$233K -$12.5K -94 -5%
CA
2400
Continuum Advisory
Idaho
$233K +$218K +1,645 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.