We are live on ! Find out more
DIS icon

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
MA
926
Menlo Advisors
California
$3.65M -$80.2K -705 -2%
CT
927
Cambridge Trust
Massachusetts
$3.64M -$376K -3,303 -9%
AI
928
Atria Investments
North Carolina
$3.63M -$493K -4,339 -12%
AMM
929
American Money Management
California
$3.63M -$109K -961 -3%
GI
930
GS Investments
Minnesota
$3.6M +$12.5K +110 +0.3%
RWA
931
River Wealth Advisors
Pennsylvania
$3.59M -$95.4K -839 -3%
BFEC
932
Benjamin F. Edwards & Company
Missouri
$3.57M +$97.1K +854 +3%
RWA
933
Ropes Wealth Advisors
Massachusetts
$3.56M +$296K +2,601 +9%
LB
934
Landmark Bank
Missouri
$3.56M +$287K +2,521 +8%
AP
935
Appleton Partners
Massachusetts
$3.54M -$45K -396 -1%
PA
936
Perennial Advisors
New York
$3.52M +$134K +1,179 +4%
CA
937
Corrado Advisors
New Jersey
$3.51M -$1.91M -16,764 -7%
BOTW
938
Bank of the West
California
$3.51M +$1.57M +13,770 +76%
SFG
939
SNS Financial Group
Minnesota
$3.49M +$51.7K +455 +1%
HT
940
Heritage Trust
Oklahoma
$3.49M +$289K +2,539 +9%
AIM
941
AMI Investment Management
Indiana
$3.48M +$54K +475 +2%
CCM
942
Coldstream Capital Management
Washington
$3.46M -$6.82K -60 -0.2%
AT
943
Arden Trust
Delaware
$3.46M -$38.2K -336 -1%
WKWM
944
Walter & Keenan Wealth Management
Indiana
$3.45M -$22.7K -200 -0.6%
DI
945
Diligent Investors
California
$3.45M -$56.8K -500 -2%
SC
946
Sepio Capital
Utah
$3.44M +$3.57M +31,370 New
WCA
947
Westover Capital Advisors
Delaware
$3.43M +$462K +4,063 +15%
RWP
948
RWA Wealth Partners
Massachusetts
$3.43M +$124K +1,094 +4%
FAIM
949
Financial Advocates Investment Management
Washington
$3.43M -$130K -1,144 -4%
FWCM
950
Ferguson Wellman Capital Management
Oregon
$3.42M -$25.1K -221 -0.7%
36 37
38
39 40

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.