Disney Ownership

DIS
 Stock
  

USD 99.50  2.66  2.60%   

Some institutional investors establish a significant position in stocks such as Disney in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Disney, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits. Continue to Investing Opportunities.
  
Disney holds a total of one billion eight hundred twenty million outstanding shares. Over half of Walt Disney outstanding shares are owned by other corporate entities. These other corporate entities are typically referred to corporate investors that obtain positions in a given instrument to benefit from reduced trade commissions. Consequently, these institutions are subject to different rules and regulation than regular investors in Disney. Please watch out for any change in the institutional holdings of Walt Disney as this could mean something significant has changed or about to change at the company. Please note that no matter how much assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.

Disney Stock Ownership Analysis

About 65.0% of the company shares are held by institutions such as insurance companies. The book value of Disney was currently reported as 46.34. The company has Price/Earnings To Growth (PEG) ratio of 0.63. Walt Disney recorded a loss per share of 2.74. The entity last dividend was issued on the 13th of December 2019. The firm had 1014:1000 split on the 13th of June 2007. The Walt Disney Company, together with its subsidiaries, operates as an entertainment company worldwide. The Walt Disney Company was founded in 1923 and is based in Burbank, California. Disney operates under Entertainment classification in the United States and is traded on New York Stock Exchange. It employs 152000 people. To learn more about Walt Disney call Robert Chapek at 818 560 1000 or check out https://www.thewaltdisneycompany.com.

Disney SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Disney prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Disney investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Walt Disney specific information freely available to individual and institutional investors to make a timely investment decision.
10th of August 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
10th of February 2022
Unclassified Corporate Event
View

Disney Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Disney is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Walt Disney backward and forwards among themselves. Disney's institutional investor refers to the entity that pools money to purchase Disney's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Security TypeSharesValue
Vanguard Group IncCommon Shares141.8 M13.4 B
Blackrock IncCommon Shares117.1 M11 B
State Street CorpCommon Shares71.3 M6.7 B
Morgan StanleyCommon Shares41.6 M3.9 B
State Farm Mutual Automobile Insurance CoCommon Shares34 M3.2 B
Geode Capital Management LlcCommon Shares30.5 M2.9 B
Price T Rowe Associates IncCommon Shares25 M2.4 B
Note, although Disney's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Walt Disney Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Disney insiders, such as employees or executives, is commonly permitted as long as it does not rely on Disney's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Disney insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Woodford Brent over a month ago via Macroaxis 
Exercise or conversion by Woodford Brent of 3000 shares of Disney subject to Rule 16b-3
Michael Froman over two months ago via Macroaxis 
Acquisition by Michael Froman of 958 shares of Disney subject to Rule 16b-3
Schake Kristina K over two months ago via Macroaxis 
Disney exotic insider transaction detected
Paul Richardson over three months ago via Macroaxis 
Exercise or conversion by Paul Richardson of 883 shares of Disney subject to Rule 16b-3
Woodford Brent over three months ago via Macroaxis 
Exercise or conversion by Woodford Brent of 1360 shares of Disney subject to Rule 16b-3
Michael Froman over three months ago via Macroaxis 
Acquisition by Michael Froman of 654 shares of Disney subject to Rule 16b-3
Morrell Geoff over six months ago via Macroaxis 
Acquisition by Morrell Geoff of 8970 shares of Disney subject to Rule 16b-3
Christine McCarthy over six months ago via Macroaxis 
Exercise or conversion by Christine McCarthy of 15342 shares of Disney subject to Rule 16b-3
Robert Chapek over six months ago via Macroaxis 
Exercise or conversion by Robert Chapek of 319 shares of Disney subject to Rule 16b-3
Robert Chapek over six months ago via Macroaxis 
Acquisition by Robert Chapek of 6646 shares of Disney subject to Rule 16b-3
Robert Iger over six months ago via Macroaxis 
Exercise or conversion by Robert Iger of 220000 shares of Disney subject to Rule 16b-3
Richardson Paul J over a year ago via Macroaxis 
Disney exotic insider transaction detected

Be your own money manager

Our tools can tell you how much better you can do entering a position in Disney without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Idea Optimizer Now

   

Idea Optimizer

Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio
All  Next Launch Module

Pair Trading with Disney

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Disney position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Disney will appreciate offsetting losses from the drop in the long position's value.

Moving together with Disney

+0.91FDSFactset Research Systems Fiscal Year End 27th of September 2022 PairCorr
+0.78JPMJP Morgan Chase Fiscal Year End 13th of January 2023 PairCorr
The ability to find closely correlated positions to Disney could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Disney when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Disney - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Walt Disney to buy it.
The correlation of Disney is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Disney moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Walt Disney moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Disney can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Investing Opportunities. You can also try Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..

Complementary Tools for analysis

When running Walt Disney price analysis, check to measure Disney's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Disney is operating at the current time. Most of Disney's value examination focuses on studying past and present price action to predict the probability of Disney's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Disney's price. Additionally, you may evaluate how the addition of Disney to your portfolios can decrease your overall portfolio volatility.
Bond Analysis
Evaluate and analyze corporate bonds as a potential investment for your portfolios.
Go
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Go
Portfolio Backtesting
Avoid under-diversification and over-optimization by backtesting your portfolios
Go
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Risk-Return Analysis
View associations between returns expected from investment and the risk you assume
Go
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Go
Piotroski F Score
Get Piotroski F Score based on binary analysis strategy of nine different fundamentals
Go
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
Go
Commodity Channel Index
Use Commodity Channel Index to analyze current equity momentum
Go
Is Disney's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Disney. If investors know Disney will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Disney listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Walt Disney is measured differently than its book value, which is the value of Disney that is recorded on the company's balance sheet. Investors also form their own opinion of Disney's value that differs from its market value or its book value, called intrinsic value, which is Disney's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Disney's market value can be influenced by many factors that don't directly affect Disney's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Disney's value and its price as these two are different measures arrived at by different means. Investors typically determine Disney value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Disney's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.