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Walt Disney
DIS

2,339 hedge funds and large institutions have $105B invested in Walt Disney in 2018 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 1,013 increasing their positions, 767 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more first-time investments, than exits

New positions opened: 303 | Existing positions closed: 102

41% more funds holding in top 10

Funds holding in top 10: 143 → 201 (+58)

32% more repeat investments, than reductions

Existing positions increased: 1,013 | Existing positions reduced: 767

8% more funds holding

Funds holding: 2,161 → 2,339 (+178)

0.66% more ownership

Funds ownership: 64.26% → 64.92% (+0.66%)

6% less capital invested

Capital invested by funds: $112B → $105B (-$6.64B)

23% less call options, than puts

Call options by funds: $2.55B | Put options by funds: $3.3B

Holders
2,339
Holders Change
+178
Holders Change %
+8.24%
% of All Funds
52.11%
Holding in Top 10
201
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+40.56%
% of All Funds
4.48%
New
303
Increased
1,013
Reduced
767
Closed
102
Calls
$2.55B
Puts
$3.3B
Net Calls
-$756M
Net Calls Change
+$14.5M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$630M
2
Bank of America
Bank of America
North Carolina
+$465M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$322M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$246M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$204M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$851M
2
JP Morgan Chase
JP Morgan Chase
New York
-$778M
3
SIM
SRS Investment Management
New York
-$501M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$192M
5
Goldman Sachs
Goldman Sachs
New York
-$179M
Name Holding Trade Value Shares
Change 		Change in
Stake
EVM
26
Eaton Vance Management
Massachusetts
$648M -$8.51M -74,834 -1%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$647M +$123M +1,082,970 +22%
Goldman Sachs
28
Goldman Sachs
New York
$623M -$179M -1,573,022 -22%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$623M -$40.2M -353,192 -6%
Deutsche Bank
30
Deutsche Bank
Germany
$592M -$150M -1,317,770 -20%
Swiss National Bank
31
Swiss National Bank
Switzerland
$530M +$10.1M +88,600 +2%
PPA
32
Parametric Portfolio Associates
Washington
$499M +$25.4M +223,622 +5%
LT
33
Lindsell Train
United Kingdom
$483M +$5.94M +52,200 +1%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$476M +$2.65M +23,271 +0.5%
RL
35
Ruffer LLP
United Kingdom
$469M +$42.6M +374,847 +10%
Ameriprise
36
Ameriprise
Minnesota
$456M +$72.4M +636,751 +18%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$427M -$13.4M -117,941 -3%
TA
38
Teachers Advisors
New York
$420M -$25.7M -226,435 -6%
Allianz Asset Management
39
Allianz Asset Management
Germany
$419M +$146M +1,282,898 +51%
Principal Financial Group
40
Principal Financial Group
Iowa
$413M +$35.6M +313,546 +9%
American Century Companies
41
American Century Companies
Missouri
$399M +$4.18M +36,767 +1%
Invesco
42
Invesco
Georgia
$377M -$108M -945,835 -22%
Viking Global Investors
43
Viking Global Investors
Connecticut
$371M -$851M -7,482,939 -69%
Primecap Management
44
Primecap Management
California
$360M -$1.79M -15,700 -0.5%
SIM
45
SRS Investment Management
New York
$352M -$501M -4,404,163 -58%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$351M -$11.4M -99,861 -3%
Capital World Investors
47
Capital World Investors
California
$351M +$45.5M +400,000 +14%
O
48
OppenheimerFunds
New York
$328M -$10.3M -90,785 -3%
DCP
49
D1 Capital Partners
New York
$326M +$338M +2,970,000 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$323M -$4.85M -42,657 -1%
1
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DIS Hedge Fund Activity: Q4 2018 in Review

2,339 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2018, worth a combined $105B — down 5.9% from $112B a quarter earlier.

Buyers outnumbered sellers: 303 funds opened new DIS positions and 102 closed out — a net gain of 201 holders — while 1,013 added to existing stakes and 767 trimmed.

The largest buyer was BlackRock, adding an estimated $630M. The largest seller was Viking Global Investors, cutting an estimated $851M.

  • 2,339 institutional investors held Walt Disney (DIS) as of Q4 2018, up from 2,161 in Q3 2018.
  • Funds reported $105B of Walt Disney stock for Q4 2018, down 5.9% quarter-over-quarter.
  • 303 funds opened new Walt Disney positions in Q4 2018 and 102 closed out, a net change of +201 holders.
  • The largest Walt Disney buyer in Q4 2018 was BlackRock, an estimated $630M added.
  • The largest Walt Disney seller in Q4 2018 was Viking Global Investors, an estimated $851M sold.

Based on aggregated 13F filings for Q4 2018.