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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
Verition Fund Management
2376
Verition Fund Management
Connecticut
– -$1.9M -16,245 Closed
OAM
2377
Oxford Asset Management
United Kingdom
– -$1.71M -14,708 Closed
QSS
2378
Quantitative Systematic Strategies
Florida
– -$1.64M -14,012 Closed
FEG
2379
Fund Evaluation Group
Ohio
– -$1.51M -12,915 Closed
Simplex Trading
2380
Simplex Trading
Illinois
– -$1.37M -12,030 Closed
ANTB
2381
AMG National Trust Bank
Colorado
– -$1.35M -11,540 Closed
PI
2382
PEAK6 Investments
Illinois
– -$1.23M -10,843 Closed
LCH
2383
Lee Capital Holdings
New York
– -$1.23M -10,500 Closed
AFS
2384
Amtrust Financial Services
New York
– -$1.17M -10,000 Closed
GAMA
2385
Graticule Asia Macro Advisors
New York
– -$842K -7,200 Closed
LP
2386
LMR Partners
United Kingdom
– -$738K -6,313 Closed
SWMG
2387
Signature Wealth Management Group
Georgia
– -$598K -5,288 Closed
CRWM
2388
Castle Rock Wealth Management
California
– -$534K -4,573 Closed
GA
2389
GFS Advisors
Texas
– -$525K -4,487 Closed
BBP
2390
Banco BTG Pactual
Brazil
– -$499K -4,270 Closed
HCMT
2391
Highland Capital Management (Texas)
Texas
– -$468K -4,000 Closed
HS
2392
HighVista Strategies
Massachusetts
– -$456K -3,900 Closed
HAM
2393
Highstreet Asset Management
Ontario, Canada
– -$427K -3,651 Closed
EP
2394
Edgestream Partners
New Jersey
– -$426K -3,642 Closed
TFS
2395
TrustCore Financial Services
Tennessee
– -$398K -3,400 Closed
DWM
2396
Dynasty Wealth Management
Florida
– -$360K -3,079 Closed
SS
2397
Sunbelt Securities
Texas
– -$319K -2,729 Closed
HA
2398
Hays Advisory
Tennessee
– -$281K -2,405 Closed
SFC
2399
SYM Financial Corp
Indiana
– -$270K -2,313 Closed
BO
2400
Bach Option
Hong Kong
– -$270K -2,306 Closed
94 95
96
97 98

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.