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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
GEA
2076
Glen Eagle Advisors
New Jersey
$275K -$227 -2 -0.1%
FNBSF
2077
First National Bank Sioux Falls
South Dakota
$274K – – –
FIM
2078
Fernwood Investment Management
Massachusetts
$274K +$51.3K +451 +22%
Holocene Advisors
2079
Holocene Advisors
New York
$273K -$94.1M -827,884 -100%
PVWM
2080
Point View Wealth Management
New Jersey
$272K – – –
NCM
2081
Northstar Capital Management
New York
$272K +$177K +1,560 +169%
CC
2082
Cadinha & Co
Hawaii
$271K -$207K -1,817 -42%
HCM
2083
Hilton Capital Management
New York
$271K +$9.21K +81 +3%
TIM
2084
Tortoise Investment Management
New York
$270K +$4.55K +40 +2%
NA
2085
Nottingham Advisors
New York
$268K – – –
EIA
2086
Eldridge Investment Advisors
New Hampshire
$268K +$278K +2,448 New
P
2087
&Partners
Tennessee
$267K +$277K +2,439 New
CI
2088
Chartist Inc
California
$266K -$2.16K -19 -0.8%
BFPW
2089
BOK Financial Private Wealth
Colorado
$266K +$276K +2,426 New
HWMG
2090
Hurlow Wealth Management Group
Indiana
$265K +$272K +2,393 New
VCM
2091
Virtue Capital Management
Tennessee
$264K -$273K -2,400 -50%
KHCM
2092
Kettle Hill Capital Management
New York
$264K – – –
WBG
2093
Wharton Business Group
Pennsylvania
$264K – – –
CAL
2094
Capital Analysts LLC
Pennsylvania
$264K +$9.66K +85 +4%
DAC
2095
Dividend Assets Capital
South Carolina
$263K -$91K -800 -25%
LD
2096
Lipe & Dalton
New York
$263K – – –
MRI
2097
Mad River Investors
Massachusetts
$263K – – –
NFA
2098
Nuveen Fund Advisors
Illinois
$262K -$53.2K -468 -16%
PFA
2099
Pathway Financial Advisors
Vermont
$261K – – –
HWA
2100
Heritage Way Advisors
Illinois
$261K +$32.2K +283 +13%
82 83
84
85 86

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.