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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
ECM
1051
Elgethun Capital Management
South Dakota
$2.84M +$251K +2,210 +9%
CG
1052
Caprock Group
Idaho
$2.83M +$262K +2,300 +10%
CBT
1053
Central Bank & Trust
Kentucky
$2.83M +$105K +924 +4%
RCYC
1054
Richard C. Young & Co
Rhode Island
$2.82M +$2.58M +22,704 +746%
BIMC
1055
Benson Investment Management Company
Virginia
$2.82M -$47.8K -420 -2%
KCPG
1056
Kavar Capital Partners Group
Kansas
$2.81M +$43.8K +385 +2%
Cetera Investment Advisers
1057
Cetera Investment Advisers
Illinois
$2.81M +$64.5K +567 +2%
CC
1058
ClearArc Capital
Ohio
$2.8M -$1.47M -12,945 -34%
NG
1059
Northstar Group
New York
$2.8M +$1.25K +11 +0%
SMC
1060
Smith, Moore & Co
Missouri
$2.8M +$45.9K +404 +2%
CTA
1061
Carillon Tower Advisers
Florida
$2.8M +$2.9M +25,500 New
BAM
1062
Brave Asset Management
New Jersey
$2.79M +$148K +1,306 +5%
BIG
1063
Boothe Investment Group
Delaware
$2.79M +$2.89M +25,453 New
THWM
1064
Taylor Hoffman Wealth Management
Virginia
$2.79M +$174K +1,528 +6%
HH
1065
HWG Holdings
Texas
$2.79M +$2.71M +23,863 +1,556%
WIS
1066
Wright Investors Service
Connecticut
$2.77M +$2.23M +19,625 +345%
LFGH
1067
Lee Financial Group Hawaii
Hawaii
$2.77M +$25.6K +225 +0.9%
CFMC
1068
Curbstone Financial Management Corp
New Hampshire
$2.77M – – –
WSC
1069
Wellington Shields & Co
New York
$2.76M +$165K +1,450 +6%
IRF
1070
IBM Retirement Fund
New York
$2.75M -$205K -1,805 -7%
AWM
1071
Alterna Wealth Management
Texas
$2.75M +$2.94M +25,836 New
BFO
1072
Boston Family Office
Massachusetts
$2.74M -$309K -2,718 -10%
NPGCU
1073
Napier Park Global Capital (US)
New York
$2.74M – – –
BMC
1074
Benin Management Corp
Connecticut
$2.74M -$105K -920 -4%
CIC
1075
Carnegie Investment Counsel
Ohio
$2.74M +$972K +8,551 +52%
41 42
43
44 45

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.