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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
OCM
2401
Osterweis Capital Management
California
$232K +$220K +1,661 New
LWA
2402
Lenox Wealth Advisors
New York
$231K +$143K +1,082 +189%
SIC
2403
Schwartz Investment Counsel
Michigan
$230K -$59.7K -450 -21%
AI
2404
ArchPoint Investors
Florida
$230K +$9.95K +75 +5%
PA
2405
Parkside Advisors
California
$230K +$218K +1,646 New
SWA
2406
SFMG Wealth Advisors
Texas
$229K +$210K +1,581 New
PFA
2407
Pettinga Financial Advisors
Indiana
$227K +$215K +1,623 New
AWE
2408
Avidian Wealth Enterprises
Texas
$227K +$216K +1,628 New
BHB
2409
Bank Hapoalim BM
Israel
$226K -$41.8K -315 -16%
IWP
2410
Icon Wealth Partners
Texas
$226K +$34.6K +261 +19%
AIA
2411
Alera Investment Advisors
Illinois
$225K +$3.32K +25 +2%
BC
2412
Brio Consultants
California
$225K +$213K +1,609 New
HFA
2413
Hoover Financial Advisors
Pennsylvania
$225K +$214K +1,612 New
ATFA
2414
All Terrain Financial Advisors
Minnesota
$223K -$418K -3,150 -66%
LFG
2415
LifePlan Financial Group
Ohio
$223K -$3.58K -27 -2%
NWA
2416
New World Advisors
Massachusetts
$223K +$113K +850 +114%
NQWM
2417
Northwest Quadrant Wealth Management
Oregon
$223K +$213K +1,604 New
OWM
2418
Opes Wealth Management
California
$221K +$210K +1,581 New
MM
2419
Meridian Management
Arkansas
$221K +$210K +1,586 New
CG
2420
CFO4Life Group
Texas
$220K -$511K -3,852 -71%
NWS
2421
Newport Wealth Strategies
California
$220K +$205K +1,542 New
HR
2422
Howe & Rusling
New York
$218K -$17.8K -134 -8%
TCB
2423
Texas Capital Bancshares
Texas
$217K +$206K +1,551 New
CCM
2424
Cribstone Capital Management
Maine
$216K
CCM
2425
Campbell Capital Management
Florida
$216K +$205K +1,545 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.