Walt Disney
DIS
2,475 hedge funds and large institutions have $130B invested in Walt Disney in 2019 Q1 according to their latest regulatory filings, with 258 funds opening new positions, 1,494 increasing their positions, 561 reducing their positions, and 83 closing their positions.
211% more first-time investments, than exits
New positions opened: 258 | Existing positions closed: 83
166% more repeat investments, than reductions
Existing positions increased: 1,494 | Existing positions reduced: 561
24% more capital invested
Capital invested by funds: $105B → $130B (+$25.3B)
6% more funds holding
Funds holding: 2,338 → 2,475 (+137)
1% more funds holding in top 10
Funds holding in top 10: 201 → 203 (+2)
0.57% more ownership
Funds ownership: 64.92% → 65.49% (+0.57%)
10% less call options, than puts
Call options by funds: $4.45B | Put options by funds: $4.96B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.35B |
| 2 |
BlackRock
New York
|
+$1.82B |
| 3 |
State Street
Boston,
Massachusetts
|
+$1.63B |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$1.14B |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.03B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$297M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
-$233M |
| 3 |
SIM
SRS Investment Management
New York
|
-$227M |
| 4 |
JP Morgan Chase
New York
|
-$218M |
| 5 |
Asset Management One
Tokyo,
Japan
|
-$175M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
2551
Quantamental Technologies
White Plains,
New York
| – | -$93K | -852 | Closed |
|
|
MWC
2552
MBM Wealth Consultants
Chesterfield,
Missouri
| – | -$66K | -604 | Closed |
|
|
BCM
2553
Banyan Capital Management
Atlanta,
Georgia
| – | -$39K | -359 | Closed |
|
|
LGWM
2554
Litman Gregory Wealth Management
Larkspur,
California
| – | -$25K | -230 | Closed |
|
|
OWA
2555
Outlook Wealth Advisors
Shenandoah,
Texas
| – | -$207K | -189 | Closed |
|
|
WDL
2556
Well Done LLC
Holland,
Michigan
| – | -$18K | -166 | Closed |
|
|
CT
2557
Clearstead Trust
Portland,
Maine
| – | -$12K | -111 | Closed |
|
2558
Winslow Capital Management
Minneapolis,
Minnesota
| – | -$2K | -20 | Closed |
|
|
ST
2559
Sageworth Trust
Lancaster,
Pennsylvania
| – | -$1K | -10 | Closed |
|
DIS Hedge Fund Activity: Q1 2019 in Review
2,475 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2019, worth a combined $130B — up 24% from $105B a quarter earlier.
Buyers outnumbered sellers: 258 funds opened new DIS positions and 83 closed out — a net gain of 175 holders — while 1,494 added to existing stakes and 561 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.35B. The largest seller was Arrowstreet Capital, cutting an estimated $297M.
- 2,475 institutional investors held Walt Disney (DIS) as of Q1 2019, up from 2,338 in Q4 2018.
- Funds reported $130B of Walt Disney stock for Q1 2019, up 24% quarter-over-quarter.
- 258 funds opened new Walt Disney positions in Q1 2019 and 83 closed out, a net change of +175 holders.
- The largest Walt Disney buyer in Q1 2019 was Vanguard Group, an estimated $2.35B added.
- The largest Walt Disney seller in Q1 2019 was Arrowstreet Capital, an estimated $297M sold.
Based on aggregated 13F filings for Q1 2019.