We are live on ! Find out more
DIS icon

Walt Disney
DIS

2,551 hedge funds and large institutions have $153B invested in Walt Disney in 2019 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 1,275 increasing their positions, 937 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 1,275 | Existing positions reduced: 937

22% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 90

0% more funds holding

Funds holding: 2,551 → 2,551 (0)

9% less call options, than puts

Call options by funds: $3.11B | Put options by funds: $3.43B

4.49% less ownership

Funds ownership: 69.76% → 65.28% (-4.5%)

8% less capital invested

Capital invested by funds: $166B → $153B (-$12.9B)

30% less funds holding in top 10

Funds holding in top 10: 382 → 267 (-115)

Holders
2,551
Holders Change
–
Holders Change %
0%
% of All Funds
55.93%
Holding in Top 10
267
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-30.1%
% of All Funds
5.85%
New
110
Increased
1,275
Reduced
937
Closed
90
Calls
$3.11B
Puts
$3.43B
Net Calls
-$324M
Net Calls Change
-$1.4B

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$509M
2
Morgan Stanley
Morgan Stanley
New York
+$359M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$269M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$218M
5
Jennison Associates
Jennison Associates
New York
+$213M

Top Sellers

Rank Fund Capital Flow
1
PFC
Phocas Financial Corp
California
-$9.08B
2
DCP
D1 Capital Partners
New York
-$353M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$319M
4
SGA
Sustainable Growth Advisers
Connecticut
-$245M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$232M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
576
CAPTRUST Financial Advisors
North Carolina
$13.4M -$2.22M -16,039 -14%
HAM
577
Harber Asset Management
North Carolina
$13.3M +$5.32M +38,461 +60%
EPC
578
Emerson Point Capital
New York
$13.3M -$4.82M -34,881 -26%
WIA
579
Wealthstreet Investment Advisors
Texas
$13.3M +$591K +4,273 +4%
JCM
580
Janney Capital Management
Pennsylvania
$13.2M -$538K -3,894 -4%
AP
581
Archon Partners
New Jersey
$13.2M – – –
NEI
582
Northwest & Ethical Investments
Ontario, Canada
$13.2M +$3.04M +21,959 +28%
TTWM
583
TCV Trust & Wealth Management
Virginia
$13.1M -$490K -3,542 -3%
AUB
584
Atlantic Union Bankshares
Virginia
$13M -$229K -1,655 -2%
SF
585
Synovus Financial
Georgia
$13M -$743K -5,371 -5%
BWFA
586
Baltimore-Washington Financial Advisors
Maryland
$13M -$26.8K -194 -0.2%
WAS
587
Wesleyan Assurance Society
United Kingdom
$13M – – –
GPCM
588
Greenbrier Partners Capital Management
Texas
$13M -$81.2K -587 -0.6%
IG
589
ING Group
Netherlands
$12.9M -$21.9M -158,126 -61%
Cerity Partners
590
Cerity Partners
New York
$12.9M +$1.52M +10,963 +12%
DWM
591
Doyle Wealth Management
Florida
$12.9M +$577K +4,171 +4%
CIA
592
CCM Investment Advisers
South Carolina
$12.9M -$222K -1,605 -2%
MIM
593
Martin Investment Management
Florida
$12.9M +$97.5K +705 +0.7%
BUB
594
BBVA USA Bancshares
Texas
$12.9M +$348K +2,516 +3%
V
595
Veritable
Delaware
$12.8M +$442K +3,193 +3%
EGA
596
Eagle Global Advisors
Texas
$12.8M +$5.78M +41,832 +75%
HW
597
Hancock Whitney
Mississippi
$12.7M -$205K -1,481 -1%
JIR
598
James Investment Research
Ohio
$12.7M -$5.95M -43,051 -31%
OCM
599
Oribel Capital Management
New York
$12.6M -$8.75M -63,300 -40%
LCM
600
LVM Capital Management
Michigan
$12.6M +$412K +2,980 +3%
22 23
24
25 26

DIS Hedge Fund Activity: Q3 2019 in Review

2,551 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2019, worth a combined $153B — down 7.8% from $166B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new DIS positions and 90 closed out — a net gain of 20 holders — while 1,275 added to existing stakes and 937 trimmed.

The largest buyer was BlackRock, adding an estimated $509M. The largest seller was Phocas Financial Corp, cutting an estimated $9.08B.

  • 2,551 institutional investors held Walt Disney (DIS) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $153B of Walt Disney stock for Q3 2019, down 7.8% quarter-over-quarter.
  • 110 funds opened new Walt Disney positions in Q3 2019 and 90 closed out, a net change of +20 holders.
  • The largest Walt Disney buyer in Q3 2019 was BlackRock, an estimated $509M added.
  • The largest Walt Disney seller in Q3 2019 was Phocas Financial Corp, an estimated $9.08B sold.

Based on aggregated 13F filings for Q3 2019.