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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
AWM
2451
AllSquare Wealth Management
New York
$190K +$54.4K +410 +43%
EWA
2452
Evolution Wealth Advisors
Florida
$187K -$33.6K -253 -16%
WIM
2453
Westside Investment Management
California
$186K +$1.34M +10,126 New
FAM
2454
Foresters Asset Management
Ontario, Canada
$179K -$65K -490 -28%
TI
2455
Tidal Investments
Wisconsin
$176K +$167K +1,261 New
EWM
2456
Endurance Wealth Management
Rhode Island
$175K
BCP
2457
Blue Chip Partners
Michigan
$174K
APC
2458
Aspire Private Capital
North Carolina
$161K +$94.2K +710 +161%
HGWM
2459
Harvest Group Wealth Management
Massachusetts
$157K -$87.1K -657 -37%
FA
2460
Fortis Advisors
Pennsylvania
$152K
CFD
2461
Creative Financial Designs
Indiana
$150K -$19.9K -150 -12%
CFG
2462
CKW Financial Group
Hawaii
$148K -$28.4K -214 -17%
TC
2463
Trust Company
Kansas
$138K -$2.52M -19,034 -95%
NCM
2464
New Capital Management
Texas
$137K
KFS
2465
Kelly Financial Services
Massachusetts
$135K +$33.8K +255 +36%
AA
2466
AlphaMark Advisors
Kentucky
$135K
PWP
2467
Personal Wealth Partners
Minnesota
$133K +$126K +953 New
ARMC
2468
American Research & Management Company
Massachusetts
$129K
DWA
2469
Dougherty Wealth Advisers
Minnesota
$122K +$79.6K +600 +217%
SFA
2470
Semmax Financial Advisors
North Carolina
$118K +$76.3K +575 +211%
RWG
2471
Regal Wealth Group
California
$116K
BAMG
2472
Brand Asset Management Group
Missouri
$115K
HIM
2473
Hillsdale Investment Management
Ontario, Canada
$111K -$1.33K -10 -1%
LPWM
2474
Lake Point Wealth Management
Texas
$111K
LF
2475
Lee Financial
Texas
$104K

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.