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Walt Disney
DIS

2,841 hedge funds and large institutions have $169B invested in Walt Disney in 2019 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,239 increasing their positions, 972 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

522% more first-time investments, than exits

New positions opened: 398 | Existing positions closed: 64

27% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 972

27% more funds holding in top 10

Funds holding in top 10: 267 → 340 (+73)

11% more funds holding

Funds holding: 2,551 → 2,841 (+290)

10% more capital invested

Capital invested by funds: $153B → $169B (+$15.9B)

1% more call options, than puts

Call options by funds: $5.08B | Put options by funds: $5.03B

0.29% less ownership

Funds ownership: 65.28% → 64.99% (-0.29%)

Holders
2,841
Holders Change
+290
Holders Change %
+11.37%
% of All Funds
55.97%
Holding in Top 10
340
Holding in Top 10 Change
+73
Holding in Top 10 Change %
+27.34%
% of All Funds
6.7%
New
398
Increased
1,239
Reduced
972
Closed
64
Calls
$5.08B
Puts
$5.03B
Net Calls
+$55.8M
Net Calls Change
+$379M

Top Buyers

Rank Fund Capital Flow
1
JFA
Johanson Financial Advisors
California
+$546M
2
DZ Bank
DZ Bank
Germany
+$337M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$231M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$231M
5
Truist Financial
Truist Financial
North Carolina
+$211M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$951M
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$559M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$458M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$391M
5
BlackRock
BlackRock
New York
-$330M
Name Holding Trade Value Shares
Change 		Change in
Stake
SJIM
1551
St. Johns Investment Management
Florida
$2.2M -$113K -808 -5%
KJWM
1552
Kiley Juergens Wealth Management
Washington
$2.2M +$104K +748 +5%
KWA
1553
KCS Wealth Advisory
California
$2.2M -$69K -494 -3%
SBSB
1554
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.19M +$82.5K +591 +4%
MSS
1555
Mitchell Sinkler & Starr
Pennsylvania
$2.19M +$167K +1,200 +9%
SSWM
1556
Sheets Smith Wealth Management
North Carolina
$2.19M +$1.17M +8,358 +122%
KP
1557
Keel Point
Alabama
$2.19M +$248K +1,779 +13%
AC
1558
Arjuna Capital
North Carolina
$2.19M -$70.2K -503 -3%
ESB
1559
Essex Savings Bank
Connecticut
$2.18M +$6.56K +47 +0.3%
TW
1560
TrinityPoint Wealth
Connecticut
$2.18M +$112K +805 +6%
GSBTD
1561
Glenview State Bank Trust Department
Illinois
$2.18M – – –
TGAM
1562
TBH Global Asset Management
Tennessee
$2.18M +$2.1M +15,060 New
GAG
1563
GM Advisory Group
New York
$2.17M -$153K -1,096 -7%
HIM
1564
Hotaling Investment Management
Pennsylvania
$2.17M +$20K +143 +1%
CM
1565
Capula Management
Cayman Islands
$2.17M -$1.14M -8,182 -35%
MFS
1566
Monetta Financial Services
Illinois
$2.17M -$1.26M -9,000 -38%
RCIM
1567
Russell Clark Investment Management
United Kingdom
$2.17M – – –
RT
1568
Rockland Trust
Massachusetts
$2.17M +$40.5K +290 +2%
CA
1569
Corriente Advisors
Texas
$2.17M +$2.09M +15,000 New
PAM
1570
Pinpoint Asset Management
Hong Kong
$2.17M +$2.09M +15,000 New
HIM
1571
HawsGoodwin Investment Management
Tennessee
$2.17M +$2.09M +14,986 New
SGI
1572
Summit Global Investments
Utah
$2.16M +$6.56K +47 +0.3%
CBTWT
1573
Community Bank & Trust (Waco, Texas)
Texas
$2.16M +$406K +2,907 +24%
ATI
1574
Act Two Investors
California
$2.16M – – –
SCM
1575
SOL Capital Management
Maryland
$2.16M -$27.8K -199 -1%
61 62
63
64 65

DIS Hedge Fund Activity: Q4 2019 in Review

2,841 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2019, worth a combined $169B — up 10% from $153B a quarter earlier.

Buyers outnumbered sellers: 398 funds opened new DIS positions and 64 closed out — a net gain of 334 holders — while 1,239 added to existing stakes and 972 trimmed.

The largest buyer was Johanson Financial Advisors, adding an estimated $546M. The largest seller was Morgan Stanley, cutting an estimated $951M.

  • 2,841 institutional investors held Walt Disney (DIS) as of Q4 2019, up from 2,551 in Q3 2019.
  • Funds reported $169B of Walt Disney stock for Q4 2019, up 10% quarter-over-quarter.
  • 398 funds opened new Walt Disney positions in Q4 2019 and 64 closed out, a net change of +334 holders.
  • The largest Walt Disney buyer in Q4 2019 was Johanson Financial Advisors, an estimated $546M added.
  • The largest Walt Disney seller in Q4 2019 was Morgan Stanley, an estimated $951M sold.

Based on aggregated 13F filings for Q4 2019.