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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
CG
1876
Cutler Group
California
$449K -$1.67M -14,700 -78%
PA
1877
Probity Advisors
Texas
$447K +$52.1K +458 +13%
GWMIA
1878
Global Wealth Management Investment Advisory
Florida
$447K +$463K +4,074 New
HPWM
1879
Highland Private Wealth Management
Washington
$446K +$37.5K +330 +9%
SFP
1880
Shepherd Financial Partners
Massachusetts
$445K +$8.76K +77 +2%
MC
1881
Montag & Caldwell
Georgia
$444K +$28.4K +250 +7%
KA
1882
Kaizen Advisory
Illinois
$442K +$46.5K +409 +11%
TFO
1883
Tarbox Family Office
California
$441K +$3.64K +32 +0.8%
FBT
1884
First Bank & Trust
South Dakota
$441K +$25.9K +228 +6%
ADBIC
1885
A.D. Beadell Investment Counsel
Wisconsin
$440K +$457K +4,015 New
VFM
1886
Viking Fund Management
North Dakota
$439K – – –
RMC
1887
Regis Management Company
California
$437K – – –
NWP
1888
Northstar Wealth Partners
Connecticut
$436K -$3.41K -30 -0.7%
QI
1889
Qtron Investments
Massachusetts
$436K +$452K +3,976 New
GIA
1890
Gladstone Institutional Advisory
Florida
$434K +$450K +3,956 New
GCP
1891
Gill Capital Partners
Colorado
$430K +$330K +2,902 New
FCA
1892
FLC Capital Advisors
California
$430K +$446K +3,923 New
DP
1893
Dearborn Partners
Illinois
$429K -$31.4K -276 -7%
CWM
1894
Chesapeake Wealth Management
Virginia
$429K -$22.7K -200 -5%
DWM
1895
Dorchester Wealth Management
Quebec, Canada
$429K -$9.1K -80 -2%
FWP
1896
FAS Wealth Partners
Kansas
$429K -$2.39K -21 -0.5%
MA
1897
MONECO Advisors
Connecticut
$429K +$445K +3,916 New
CF
1898
Copperwynd Financial
Arizona
$428K +$22.5K +198 +5%
JGIA
1899
Jackson Grant Investment Advisers
Connecticut
$428K +$22.9K +201 +5%
EAM
1900
Eagle Asset Management
Florida
$428K +$445K +3,910 New
74 75
76
77 78

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.