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Walt Disney

2,711 hedge funds and large institutions have $144B invested in Walt Disney in 2020 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 1,032 increasing their positions, 1,269 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 98

12% more capital invested

Capital invested by funds: $128B → $144B (+$15.3B)

1% more funds holding

Funds holding: 2,6862,711 (+25)

0.46% more ownership

Funds ownership: 63.75%64.21% (+0.46%)

1% less funds holding in top 10

Funds holding in top 10: 159157 (-2)

17% less call options, than puts

Call options by funds: $4.87B | Put options by funds: $5.88B

19% less repeat investments, than reductions

Existing positions increased: 1,032 | Existing positions reduced: 1,269

Holders
2,711
Holders Change
+25
Holders Change %
+0.93%
% of All Funds
54.69%
Holding in Top 10
157
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.26%
% of All Funds
3.17%
New
154
Increased
1,032
Reduced
1,269
Closed
98
Calls
$4.87B
Puts
$5.88B
Net Calls
-$1.01B
Net Calls Change
+$913M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
2651
Simplex Trading
Illinois
$43K -$31.9M -255,571 -100%
TC
2652
Trust Company
Kansas
$43K
IF
2653
Ironwood Financial
Arizona
$43K +$3.75K +30 +9%
AWMS
2654
Advocacy Wealth Management Services
Georgia
$41K
AIM
2655
AIA Investment Management
Singapore
$41K +$15.4K +123 +60%
DOA
2656
D'Orazio & Associates
Virginia
$40K -$7.5K -60 -16%
PP
2657
Pacifica Partners
Canada
$40K
MWA
2658
Moser Wealth Advisors
Washington
$39K
SXL
2659
Summit X LLC
Missouri
$38.3K +$69.7K +558 +3%
CIM
2660
Contravisory Investment Management
Massachusetts
$37K
SA
2661
SRH Advisors
Kansas
$37K
TCM
2662
TD Capital Management
Tennessee
$37K
HIM
2663
Hillsdale Investment Management
Ontario, Canada
$37K +$37.5K +300 New
TCM
2664
Tanaka Capital Management
New York
$35K
PFS
2665
Prospera Financial Services
Texas
$34K -$2.64M -21,141 -99%
WLPWM
2666
Walled Lake Planning & Wealth Management
Illinois
$33K
DWA
2667
Dougherty Wealth Advisers
Minnesota
$31K -$3.13K -25 -9%
RCG
2668
Ruggie Capital Group
Florida
$31K
TAIM
2669
TD Ameritrade Investment Management
Nebraska
$31K +$28.6K +229 +996%
CWAF
2670
Core Wealth Advisors (Florida)
Florida
$28K +$750 +6 +3%
LF
2671
Lee Financial
Texas
$27K -$1.5K -12 -5%
JWM
2672
JFG Wealth Management
Colorado
$26.2K +$26.4K +211 New
PCC
2673
Park Circle Company
Maryland
$25K
CA
2674
Centerpoint Advisors
Massachusetts
$24K
IWP
2675
IAG Wealth Partners
Wisconsin
$23K -$2.13K -17 -9%

DIS Hedge Fund Activity: Q3 2020 in Review

2,711 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2020, worth a combined $144B — up 12% from $128B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new DIS positions and 98 closed out — a net gain of 56 holders — while 1,032 added to existing stakes and 1,269 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $642M. The largest seller was Goldman Sachs, cutting an estimated $293M.

  • 2,711 institutional investors held Walt Disney (DIS) as of Q3 2020, up from 2,686 in Q2 2020.
  • Funds reported $144B of Walt Disney stock for Q3 2020, up 12% quarter-over-quarter.
  • 154 funds opened new Walt Disney positions in Q3 2020 and 98 closed out, a net change of +56 holders.
  • The largest Walt Disney buyer in Q3 2020 was D.E. Shaw & Co, an estimated $642M added.
  • The largest Walt Disney seller in Q3 2020 was Goldman Sachs, an estimated $293M sold.

Based on aggregated 13F filings for Q3 2020.