Walt Disney
DIS
2,679 hedge funds and large institutions have $111B invested in Walt Disney in 2020 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,423 increasing their positions, 951 reducing their positions, and 296 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 1,423 | Existing positions reduced: 951
1% less ownership
Funds ownership: 64.99% → 63.99% (-1%)
6% less funds holding
Funds holding: 2,841 → 2,679 (-162)
34% less capital invested
Capital invested by funds: $169B → $111B (-$57.6B)
42% less first-time investments, than exits
New positions opened: 173 | Existing positions closed: 296
43% less call options, than puts
Call options by funds: $3.48B | Put options by funds: $6.06B
45% less funds holding in top 10
Funds holding in top 10: 340 → 187 (-153)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
D1 Capital Partners
New York
|
+$823M |
| 2 |
Eagle Capital Management (New York)
New York
|
+$658M |
| 3 |
PIF
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
|
+$649M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$621M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$559M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.23B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.2B |
| 3 |
Jennison Associates
New York
|
-$973M |
| 4 |
Parnassus Investments
San Francisco,
California
|
-$650M |
| 5 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$494M |
DIS Hedge Fund Activity: Q1 2020 in Review
2,679 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2020, worth a combined $111B — down 34% from $169B a quarter earlier.
Sellers outnumbered buyers: 296 funds closed out of DIS and 173 opened new positions — a net loss of 123 holders — while 951 trimmed existing stakes and 1,423 added.
The largest buyer was D1 Capital Partners, adding an estimated $823M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.23B.
- 2,679 institutional investors held Walt Disney (DIS) as of Q1 2020, down from 2,841 in Q4 2019.
- Funds reported $111B of Walt Disney stock for Q1 2020, down 34% quarter-over-quarter.
- 173 funds opened new Walt Disney positions in Q1 2020 and 296 closed out, a net change of -123 holders.
- The largest Walt Disney buyer in Q1 2020 was D1 Capital Partners, an estimated $823M added.
- The largest Walt Disney seller in Q1 2020 was T. Rowe Price Associates, an estimated $1.23B sold.
Based on aggregated 13F filings for Q1 2020.