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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
GWCM
2426
Godshalk Welsh Capital Management
Pennsylvania
$215K +$204K +1,537 New
LA
2427
Lau Associates
Delaware
$214K -$2.59M -19,552 -93%
SQA
2428
Simon Quick Advisors
New Jersey
$214K -$203K -1,533 -50%
CFA
2429
Camarda Financial Advisors
Florida
$213K +$13.9K +105 +7%
RCA
2430
Reitz Capital Advisors
Michigan
$212K +$201K +1,517 New
BWAM
2431
Boyd Watterson Asset Management
Ohio
$211K -$212K -1,600 -51%
AMG
2432
Advisors Management Group
Wisconsin
$211K +$200K +1,509 New
WAM
2433
Weiss Asset Management
Massachusetts
$210K -$40.5K -305 -17%
SWM
2434
Shakespeare Wealth Management
Wisconsin
$210K +$199K +1,501 New
SAM
2435
Summit Asset Management
Tennessee
$209K +$198K +1,495 New
CCP
2436
Cardan Capital Partners
Colorado
$209K +$199K +1,497 New
VCM
2437
Versant Capital Management
Arizona
$207K -$45.1K -340 -19%
SCA
2438
Stuart Chaussee & Associates
California
$207K
HFA
2439
High Falls Advisors
New York
$207K +$197K +1,484 New
SCM
2440
Stonehearth Capital Management
Massachusetts
$206K +$195K +1,474 New
SFPIA
2441
Stevens First Principles Investment Advisors
California
$205K +$4.77K +36 +3%
JIP
2442
JBJ Investment Partners
South Carolina
$205K +$175K +1,317 +878%
SCM
2443
Sitrin Capital Management
California
$205K +$195K +1,467 New
TWM
2444
Titus Wealth Management
California
$204K -$161K -1,214 -45%
ME
2445
McIlrath & Eck
Washington
$204K
CCM
2446
Cadence Capital Management
Massachusetts
$204K +$194K +1,463 New
AIP
2447
Almanack Investment Partners
Pennsylvania
$204K +$193K +1,459 New
WAAG
2448
Wealth Alliance Advisory Group
Kansas
$202K +$185K +1,395 New
OCAM
2449
Onex Canada Asset Management
Ontario, Canada
$200K +$190K +1,432 New
SIM
2450
Sadoff Investment Management
Wisconsin
$200K +$190K +1,432 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.