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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
MCM
2351
Masters Capital Management
Georgia
– -$11.7M -100,000 Closed
SLAM
2352
Swiss Life Asset Management
– -$11.5M -98,203 Closed
HF
2353
HRT Financial
New York
– -$11.4M -97,440 Closed
Pacer Advisors
2354
Pacer Advisors
Pennsylvania
– -$9.36M -80,007 Closed
LMGAM
2355
Liberty Mutual Group Asset Management
Massachusetts
– -$6.95M -59,428 Closed
Qube Research & Technologies (QRT)
2356
Qube Research & Technologies (QRT)
United Kingdom
– -$6.44M -55,044 Closed
SII
2357
Silchester International Investors
United Kingdom
– -$6.35M -54,302 Closed
WC
2358
Wexford Capital
Florida
– -$5.2M -44,421 Closed
BPM
2359
Bronson Point Management
Connecticut
– -$4.68M -40,000 Closed
HCM
2360
Highbridge Capital Management
New York
– -$4.35M -37,195 Closed
MA
2361
MYDA Advisors
New York
– -$4.21M -36,000 Closed
HFA
2362
HC Financial Advisors
California
– -$3.74M -32,000 Closed
UAM
2363
UAS Asset Management
New York
– -$3.73M -31,915 Closed
Wealth Enhancement Advisory Services
2364
Wealth Enhancement Advisory Services
Minnesota
– -$2.95M -26,407 Closed
NIMI
2365
Natixis Investment Managers International
France
– -$3.04M -26,035 Closed
TBNY
2366
Trustco Bank (New York)
New York
– -$2.95M -25,196 Closed
RCM
2367
Red Cedar Management
Utah
– -$2.92M -25,000 Closed
CANY
2368
Caxton Associates (New York)
New York
– -$2.87M -24,545 Closed
DF
2369
Donoghue Forlines
Massachusetts
– -$2.76M -23,634 Closed
FCG
2370
FrontFour Capital Group
Connecticut
– -$2.63M -22,530 Closed
TM
2371
Tiger Management
New York
– -$2.62M -22,400 Closed
BPM
2372
Blue Pool Management
Hong Kong
– -$2.57M -22,000 Closed
IFWM
2373
Institute for Wealth Management
Colorado
– -$2.23M -19,273 Closed
CCM
2374
Cadence Capital Management
Massachusetts
– -$2.03M -17,333 Closed
IA
2375
Icon Advisers
Colorado
– -$1.93M -16,500 Closed
93 94
95
96 97

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.