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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
PFPT
876
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.97M +$895K +7,873 +28%
AM
877
Atwater Malick
Pennsylvania
$3.96M +$4.11M +36,157 New
TH
878
TCTC Holdings
Texas
$3.96M -$25K -220 -0.6%
SRC
879
Shufro Rose & Co
New York
$3.94M -$4.78K -42 -0.1%
BRWA
880
B. Riley Wealth Advisors
Florida
$3.94M -$34.8K -306 -0.8%
11A
881
10-15 Associates
New York
$3.94M +$1.14K +10 +0%
AIC
882
Argus Investors Counsel
New York
$3.93M -$284K -2,500 -7%
PWPCM
883
Perella Weinberg Partners Capital Management
New York
$3.93M +$4.08M +35,872 New
AC
884
Abbrea Capital
California
$3.93M +$37.2K +327 +0.9%
HAG
885
HighPoint Advisor Group
Illinois
$3.93M +$112K +988 +3%
WC
886
Whitnell & Co
Illinois
$3.9M +$11.4K +100 +0.3%
RIG
887
Renaissance Investment Group
Massachusetts
$3.9M -$82.9K -729 -2%
KS
888
Karpas Strategies
Connecticut
$3.89M – – –
RIA
889
Regal Investment Advisors
Michigan
$3.89M +$1.39M +12,236 +53%
EPC
890
Emerson Point Capital
New York
$3.89M +$4.03M +35,482 New
BCCM
891
Bridge Creek Capital Management
Massachusetts
$3.88M -$80.5K -708 -2%
KIC
892
Keating Investment Counselors
Florida
$3.88M -$47.8K -420 -1%
LWANC
893
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.86M +$4M +35,217 New
CHC
894
City Holding Co
West Virginia
$3.82M +$26.2K +230 +0.7%
NSIM
895
North Star Investment Management
Illinois
$3.82M +$86.5K +761 +2%
RC
896
RBF Capital
California
$3.82M – – –
HIC
897
Hartline Investment Corp
Illinois
$3.81M – – –
CT
898
Coastline Trust
Rhode Island
$3.8M +$451K +3,965 +13%
AW
899
ACG Wealth
Georgia
$3.79M +$93.7K +824 +2%
ACM
900
Advisors Capital Management
New Jersey
$3.79M -$90.7K -798 -2%
34 35
36
37 38

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.