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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
CC
1726
Chicago Capital
Illinois
$645K – – –
NS
1727
NewDay Solutions
New Hampshire
$645K +$669K +5,886 New
PWMAG
1728
Pinnacle Wealth Management Advisory Group
New Jersey
$644K +$27.9K +245 +4%
EDRIA
1729
Edmonds Duncan Registered Investment Advisors
Kansas
$643K -$22.7K -200 -3%
HFM
1730
Harvest Fund Management
China
$642K +$665K +5,851 New
LC
1731
Landaas & Company
Wisconsin
$641K -$5K -44 -0.7%
WAP
1732
Wealthcare Advisory Partners
Pennsylvania
$640K -$6.03K -53 -0.9%
GCAC
1733
Guardian Capital Advisors (Canada)
Ontario, Canada
$640K +$648K +5,695 New
VCWA
1734
Vanguard Capital Wealth Advisors
Colorado
$636K +$91K +800 +16%
GI
1735
Gradient Investments
Minnesota
$635K +$60.6K +533 +10%
TF
1736
Trek Financial
Arizona
$634K +$658K +5,786 New
HCM
1737
Harvest Capital Management
New Hampshire
$633K +$4.32K +38 +0.7%
CAC
1738
Certified Advisory Corp
Florida
$633K +$14.4K +127 +2%
CCM
1739
Canal Capital Management
Virginia
$632K +$66.6K +586 +11%
CG
1740
Corundum Group
Colorado
$631K +$654K +5,753 New
FPCM
1741
Financial Partners Capital Management
New York
$630K -$4.55K -40 -0.7%
BFA
1742
Benedict Financial Advisors
Georgia
$629K +$353K +3,108 +118%
MWM
1743
Mission Wealth Management
California
$625K -$99.9K -879 -13%
HIC
1744
Harvey Investment Company
Kentucky
$625K – – –
CB
1745
CNB Bank
Pennsylvania
$622K +$99K +871 +18%
PB
1746
Pinnacle Bancorp
Nebraska
$622K +$645K +5,674 New
CSM
1747
CAMG Solamere Management
North Carolina
$621K -$1.3M -11,415 -67%
SIA
1748
Starfire Investment Advisers
Michigan
$620K +$86.8K +763 +16%
KPW
1749
Kore Private Wealth
New York
$620K +$638K +5,607 New
FFG
1750
Fortem Financial Group
California
$620K +$643K +5,657 New
68 69
70
71 72

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.