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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
PI
1026
Pettee Investors
Connecticut
$2.93M -$360K -3,167 -11%
LG
1027
LaFleur & Godfrey
Michigan
$2.93M -$267K -2,350 -8%
FA
1028
Fagan Associates
New York
$2.92M +$151K +1,325 +5%
HIM
1029
Harbour Investment Management
Washington
$2.92M -$40.9K -360 -1%
AWP
1030
Ascent Wealth Partners
New York
$2.91M +$1.83M +16,064 +153%
MM
1031
Midas Management
New York
$2.91M – – –
NB
1032
Northwest Bancshares
Pennsylvania
$2.9M +$492K +4,330 +20%
GT
1033
Greenleaf Trust
Michigan
$2.9M +$283K +2,490 +10%
PWAP
1034
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.9M -$21.7K -191 -0.7%
ECM
1035
Estabrook Capital Management
New York
$2.89M -$75.5K -664 -2%
WCM
1036
Weik Capital Management
Pennsylvania
$2.89M -$28.4K -250 -0.9%
SBL
1037
Sargent Bickham Lagudis
Colorado
$2.89M +$180K +1,583 +6%
IC
1038
Investment Counsel
Michigan
$2.89M – – –
HAI
1039
Hennessy Advisors Inc
California
$2.88M -$171K -1,500 -5%
CFGS
1040
Concourse Financial Group Securities
Alabama
$2.88M +$2.21M +19,419 +291%
VAG
1041
VisionPoint Advisory Group
Texas
$2.88M +$2.99M +26,267 New
BCM
1042
Bluefin Capital Management
New York
$2.87M +$2.91M +25,600 +4,267%
HSA
1043
HBK Sorce Advisory
Pennsylvania
$2.87M +$97.3K +856 +3%
GIM
1044
Goelzer Investment Management
Indiana
$2.87M -$87K -765 -3%
ECML
1045
Eagle Capital Management (Louisiana)
Louisiana
$2.86M -$14.6K -128 -0.5%
MWM
1046
MinichMacGregor Wealth Management
New York
$2.85M +$3.16M +27,773 +2,330%
MAM
1047
Martingale Asset Management
Massachusetts
$2.85M – – –
OBGC
1048
O'Brien Greene & Co
Pennsylvania
$2.84M +$2.95M +25,935 New
CFA
1049
Carroll Financial Associates
North Carolina
$2.84M -$13.2K -116 -0.4%
BTNA
1050
Bremer Trust National Association
Minnesota
$2.84M +$176K +1,544 +6%
40 41
42
43 44

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.