We are live on ! Find out more
DIS icon

Walt Disney
DIS

2,475 hedge funds and large institutions have $130B invested in Walt Disney in 2019 Q1 according to their latest regulatory filings, with 258 funds opening new positions, 1,494 increasing their positions, 561 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 258 | Existing positions closed: 83

166% more repeat investments, than reductions

Existing positions increased: 1,494 | Existing positions reduced: 561

24% more capital invested

Capital invested by funds: $105B → $130B (+$25.3B)

6% more funds holding

Funds holding: 2,338 → 2,475 (+137)

1% more funds holding in top 10

Funds holding in top 10: 201 → 203 (+2)

0.57% more ownership

Funds ownership: 64.92% → 65.49% (+0.57%)

10% less call options, than puts

Call options by funds: $4.45B | Put options by funds: $4.96B

Holders
2,475
Holders Change
+137
Holders Change %
+5.86%
% of All Funds
53.57%
Holding in Top 10
203
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1%
% of All Funds
4.39%
New
258
Increased
1,494
Reduced
561
Closed
83
Calls
$4.45B
Puts
$4.96B
Net Calls
-$516M
Net Calls Change
+$239M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.35B
2
BlackRock
BlackRock
New York
+$1.82B
3
State Street
State Street
Massachusetts
+$1.63B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.14B
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.03B

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$297M
2
MC
Maverick Capital
Texas
-$233M
3
SIM
SRS Investment Management
New York
-$227M
4
JP Morgan Chase
JP Morgan Chase
New York
-$218M
5
Asset Management One
Asset Management One
Japan
-$175M
Name Holding Trade Value Shares
Change 		Change in
Stake
AR
1326
Advisory Research
Illinois
$2.16M +$1.94M +17,343 +833%
WFG
1327
Wills Financial Group
Virginia
$2.15M +$152K +1,356 +8%
RCAG
1328
Rehmann Capital Advisory Group
Michigan
$2.15M +$193K +1,724 +10%
TNBTD
1329
Trustmark National Bank Trust Department
Mississippi
$2.15M +$112K +1,002 +5%
CCG
1330
Cypress Capital Group
Florida
$2.15M +$39.1K +350 +2%
PVH
1331
Psagot Value Holdings
Israel
$2.14M +$576K +5,153 +37%
MMG
1332
Monetary Management Group
Missouri
$2.13M -$44.7K -400 -2%
FCM
1333
Fairbanks Capital Management
California
$2.13M +$72.5K +649 +4%
BA
1334
Boston Advisors
Massachusetts
$2.12M -$2.16M -19,343 -50%
DPIM
1335
Duff & Phelps Investment Management
Illinois
$2.12M +$383K +3,427 +22%
ACM
1336
Ativo Capital Management
Illinois
$2.11M -$22.1K -198 -1%
UBG
1337
United Bank (Georgia)
Georgia
$2.11M +$27.4K +245 +1%
CC
1338
Cognios Capital
Kansas
$2.1M +$115K +1,030 +6%
BJL
1339
Brighton Jones LLC
Washington
$2.09M +$419K +3,751 +25%
CRC
1340
Curi RMB Capital
Illinois
$2.09M -$7.94K -71 -0.4%
PCM
1341
Prelude Capital Management
New York
$2.09M +$2.1M +18,824 New
SCA
1342
STALEY CAPITAL ADVISERS
Pennsylvania
$2.09M +$842K +7,535 +67%
TLP
1343
Trinity Legacy Partners
Texas
$2.08M +$164K +1,470 +9%
PG
1344
Patten Group
Tennessee
$2.08M +$869K +7,775 +71%
NPA
1345
Nichols & Pratt Advisers
Massachusetts
$2.08M +$2.08M +18,641 New
SIMM
1346
Stillwater Investment Management (Minnesota)
Minnesota
$2.07M +$6.59K +59 +0.3%
BP
1347
BBR Partners
New York
$2.07M -$531K -4,749 -20%
KF
1348
Krilogy Financial
Missouri
$2.06M +$1.82M +16,287 +712%
HAIM
1349
Hunter Associates Investment Management
Pennsylvania
$2.06M +$188K +1,685 +10%
OAC
1350
OMERS Administration Corp
Ontario, Canada
$2.06M +$2M +17,900 New
52 53
54
55 56

DIS Hedge Fund Activity: Q1 2019 in Review

2,475 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2019, worth a combined $130B — up 24% from $105B a quarter earlier.

Buyers outnumbered sellers: 258 funds opened new DIS positions and 83 closed out — a net gain of 175 holders — while 1,494 added to existing stakes and 561 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.35B. The largest seller was Arrowstreet Capital, cutting an estimated $297M.

  • 2,475 institutional investors held Walt Disney (DIS) as of Q1 2019, up from 2,338 in Q4 2018.
  • Funds reported $130B of Walt Disney stock for Q1 2019, up 24% quarter-over-quarter.
  • 258 funds opened new Walt Disney positions in Q1 2019 and 83 closed out, a net change of +175 holders.
  • The largest Walt Disney buyer in Q1 2019 was Vanguard Group, an estimated $2.35B added.
  • The largest Walt Disney seller in Q1 2019 was Arrowstreet Capital, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2019.