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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
VCM
1801
Vivaldi Capital Management
Illinois
$542K +$265K +2,331 +89%
COI
1802
Capital One Investing
Virginia
$541K +$561K +4,937 New
TCM
1803
Tradewinds Capital Management
Washington
$539K -$34.7K -305 -6%
SIAP
1804
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$539K +$45.5K +400 +9%
CBFP
1805
Cedar Brook Financial Partners
Ohio
$539K +$559K +4,916 New
BCA
1806
Bay Colony Advisors
Massachusetts
$535K +$123K +1,085 +29%
RIS
1807
Retirement Income Solutions
Michigan
$531K -$2.84K -25 -0.5%
SC
1808
SRB Corp
Massachusetts
$530K – – –
BWM
1809
Buckley Wealth Management
Nevada
$528K +$52.6K +463 +11%
OC
1810
Oarsman Capital
Wisconsin
$527K – – –
AF
1811
Advisornet Financial
Minnesota
$526K -$69.9K -615 -11%
AAC
1812
Acorn Advisory Capital
New York
$526K +$91K +800 +20%
HCM
1813
Horan Capital Management
Maryland
$523K – – –
BFA
1814
Beaumont Financial Advisors
Massachusetts
$523K +$4.66K +41 +0.9%
IWS
1815
Insight Wealth Strategies
California
$522K +$541K +4,762 New
OCM
1816
Orleans Capital Management
Louisiana
$520K +$540K +4,745 New
PAS
1817
Partnervest Advisory Services
California
$519K -$33.5K -295 -6%
BFC
1818
Blue Fin Capital
Rhode Island
$519K -$28.9K -254 -5%
F
1819
Filament
Washington
$519K -$27.9K -245 -5%
TIA
1820
Tiemann Investment Advisors
California
$518K – – –
LW
1821
Linscomb Wealth
Texas
$518K +$18.3K +161 +4%
SSA
1822
South Street Advisors
New York
$516K – – –
CP
1823
Camelot Portfolios
Ohio
$514K +$148K +1,305 +39%
W
1824
Wealthquest
Ohio
$514K +$534K +4,694 New
CYG
1825
Clean Yield Group
Vermont
$513K – – –
71 72
73
74 75

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.