The Walt Disney Company (DIS): A Bull Case Theory
We came across a bullish thesis on The Walt Disney Company on Disruptive Analytics’ Substack by Magnus Ofstad. In this article, we will summarize the bull’s thesis on DIS.
Walt Disney Co (DIS)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 11,017,028 | $1,087,380,664 | +2% | 0.88% |
| 2. | D E Shaw D. E. Shaw | 6,660,568 | $657,398,062 | +346% | 0.59% |
| 3. | ValueAct Capital Jeffrey Ubben | 6,566,031 | $648,067,260 | 14.15% | |
| 4. | Farallon Capital Thomas Steyer | 5,496,223 | $542,477,210 | +25% | 3.02% |
| 5. | 4,261,900 | $420,649,530 | -45% | 0.08% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $85.06 | 11,756 | $999,993.57 | 22,313 | 2024-08-08 | Filing | |
| $106.03 | 20,000 | $2,120,628.00 | 20,467 | 2024-05-08 | Filing | |
| $92.69 | 745 | $69,054.05 | 6,216 | 2023-12-07 | Filing | |
| $92.69 | 333 | $30,864.11 | 5,471 | 2023-12-07 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $110.85 | 1,000 | $110,845.00 | 46,831 | 2025-05-13 | Filing | |
| $108.76 | 689 | $74,935.64 | 0 | 2025-01-22 | Filing | |
| $111.36 | 3,078 | $342,766.08 | 0 | 2024-12-17 | Filing | |
| $114.99 | 4,000 | $459,960.00 | 44,055 | 2024-12-11 | Filing | |
| $114.49 | 4,000 | $457,960.00 | 48,055 | 2024-12-11 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 155,862,361 | $15,383,615,031 | 0.28% | |
| 2. | 131,539,525 | $12,982,951,148 | 0.27% | |
| 3. | 79,017,150 | $7,798,992,705 | 0.32% | |
| 4. | 41,647,355 | $4,110,594,187 | 0.29% | |
| 5. | 39,534,154 | $3,888,248,568 | 0.31% |
News See All
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