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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$630M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$465M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$322M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$246M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$204M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$851M |
| 2 |
JP Morgan Chase
New York
|
-$778M |
| 3 |
SIM
SRS Investment Management
New York
|
-$501M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$192M |
| 5 |
Goldman Sachs
New York
|
-$179M |
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.