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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
CPC
1201
Congress Park Capital
New York
$2.09M – – –
SCP
1202
Stamos Capital Partners
California
$2.08M +$2.16M +19,000 New
CCG
1203
Cypress Capital Group
Florida
$2.08M +$26.7K +235 +1%
FBT
1204
First Bankers Trust
Kentucky
$2.08M +$985K +8,664 +84%
DM
1205
Delphi Management
Massachusetts
$2.07M -$126K -1,104 -6%
CRC
1206
Curi RMB Capital
Illinois
$2.07M -$62.1K -546 -3%
FIM
1207
Fruth Investment Management
Texas
$2.07M +$45.5K +400 +2%
PCA
1208
Providence Capital Advisors
North Carolina
$2.07M +$84.7K +745 +4%
BFA
1209
Bragg Financial Advisors
North Carolina
$2.06M +$486K +4,278 +30%
BOS
1210
Bank of Stockton
California
$2.06M -$48.7K -428 -2%
AAS
1211
Avantax Advisory Services
Texas
$2.06M +$2.11M +18,601 New
UBG
1212
United Bank (Georgia)
Georgia
$2.06M -$21K -185 -1%
WI
1213
Wintrust Investments
Illinois
$2.05M -$4.06M -35,710 -66%
SIMM
1214
Stillwater Investment Management (Minnesota)
Minnesota
$2.04M – – –
PWS
1215
Peloton Wealth Strategists
Indiana
$2.04M +$79.6K +700 +4%
BA
1216
Bristol Advisors
Pennsylvania
$2.04M +$2.11M +18,600 New
CHJWM
1217
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.03M +$7.62K +67 +0.4%
FCM
1218
Fairbanks Capital Management
California
$2.03M +$90K +792 +4%
IR
1219
IAT Reinsurance
New York
$2.03M – – –
Lido Advisors
1220
Lido Advisors
California
$2.03M +$116K +1,022 +6%
CAMG
1221
CWA Asset Management Group
Florida
$2.02M +$400K +3,521 +24%
SC
1222
Savant Capital
Illinois
$2.02M -$19.8K -174 -0.9%
BSW
1223
Buckingham Strategic Wealth
Missouri
$2.02M +$45.8K +403 +2%
TNBTD
1224
Trustmark National Bank Trust Department
Mississippi
$2.02M -$2.84K -25 -0.1%
FNBTCON
1225
First National Bank & Trust Co of Newtown
Pennsylvania
$2.01M -$44.3K -390 -2%
47 48
49
50 51

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.