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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
KWM
1276
Kingsview Wealth Management
Oregon
$1.74M +$160K +1,409 +10%
RIM
1277
Regent Investment Management
Kentucky
$1.74M +$35K +308 +2%
JWA
1278
JFS Wealth Advisors
Pennsylvania
$1.74M -$66.3K -583 -4%
DCM
1279
Delta Capital Management
New Jersey
$1.73M +$1.8M +15,810 New
BHIA
1280
Birch Hill Investment Advisors
Massachusetts
$1.73M +$59.7K +525 +3%
RA
1281
Rational Advisors
New York
$1.73M -$194K -1,709 -10%
CCM
1282
Concourse Capital Management
Georgia
$1.73M +$1.79M +15,770 New
AS
1283
Altshuler Shaham
Israel
$1.73M -$402K -3,534 -18%
CCG
1284
Ceeto Capital Group
Florida
$1.72M – – –
PP
1285
Professional Planning
California
$1.72M +$176K +1,549 +11%
IBOK
1286
Independence Bank of Kentucky
Kentucky
$1.72M -$37K -325 -2%
DPIM
1287
Duff & Phelps Investment Management
Illinois
$1.72M – – –
MMPW
1288
Mitchell McLeod Pugh & Williams
Alabama
$1.71M +$124K +1,094 +8%
HCA
1289
Harbour Capital Advisors
Virginia
$1.71M +$18.3K +161 +1%
HA
1290
Harbor Advisors
Florida
$1.7M – – –
AB
1291
AT Bancorp
Iowa
$1.68M -$38.8K -341 -2%
MHIM
1292
MacNealy Hoover Investment Management
Ohio
$1.67M -$69.7K -613 -4%
BMO
1293
Beck Mack & Oliver
New York
$1.67M – – –
LOAME
1294
Lombard Odier Asset Management (Europe)
United Kingdom
$1.66M – – –
CWAG
1295
Compton Wealth Advisory Group
Virginia
$1.66M +$1.72M +15,147 New
CCMD
1296
Cypress Capital Management (Delaware)
Delaware
$1.66M +$102K +900 +6%
BJL
1297
Brighton Jones LLC
Washington
$1.65M +$86.2K +758 +5%
ATI
1298
Act Two Investors
California
$1.65M +$1.71M +15,073 New
BPWA
1299
Beacon Pointe Wealth Advisors
California
$1.65M +$1.72M +15,097 New
SJIM
1300
St. Johns Investment Management
Florida
$1.65M -$13.3K -117 -0.8%
50 51
52
53 54

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.