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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$18.3B +$549M +4,142,604 +3%
BlackRock
2
BlackRock
New York
$15.5B +$248M +1,872,526 +2%
State Street
3
State Street
Massachusetts
$10.2B -$218M -1,645,380 -2%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$5.89B
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.9B +$155M +1,167,049 +3%
Morgan Stanley
6
Morgan Stanley
New York
$3.87B +$847M +6,386,504 +30%
Bank of America
7
Bank of America
North Carolina
$3.57B +$155M +1,167,476 +5%
Northern Trust
8
Northern Trust
Illinois
$3.56B +$39.9M +300,560 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$3.37B +$122M +918,097 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$3.32B +$181M +1,367,889 +6%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$3.07B +$390M +2,939,011 +15%
Norges Bank
12
Norges Bank
Norway
$2.53B +$26.3M +198,600 +1%
N
13
Nuveen
North Carolina
$2.27B +$2.12B +16,002,838 +6,385%
UBS Group
14
UBS Group
Switzerland
$1.89B -$19.3M -145,707 -1%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$1.86B -$53.6M -404,416 -3%
Franklin Resources
16
Franklin Resources
California
$1.81B -$26.8M -202,333 -2%
Wells Fargo
17
Wells Fargo
California
$1.75B +$55.7M +419,624 +3%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$1.7B +$111M +835,585 +7%
ClearBridge Investments
19
ClearBridge Investments
New York
$1.57B +$52.4M +394,887 +4%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.52B -$1.68M -12,681 -0.1%
UBS AM
21
UBS AM
Illinois
$1.41B +$158M +1,191,449 +13%
Goldman Sachs
22
Goldman Sachs
New York
$1.37B +$171M +1,288,144 +15%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.33B +$108M +810,779 +9%
AllianceBernstein
24
AllianceBernstein
Tennessee
$1.25B +$127M +956,510 +12%
Deutsche Bank
25
Deutsche Bank
Germany
$1.18B -$190M -1,433,911 -14%

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.