Walt Disney
DIS
2,091 hedge funds and large institutions have $97.3B invested in Walt Disney in 2018 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 932 increasing their positions, 835 reducing their positions, and 114 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 932 | Existing positions reduced: 835
1.73% more ownership
Funds ownership: 62.76% → 64.49% (+1.7%)
9% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 114
1% less funds holding
Funds holding: 2,106 → 2,091 (-15)
4% less capital invested
Capital invested by funds: $102B → $97.3B (-$4.33B)
8% less funds holding in top 10
Funds holding in top 10: 102 → 94 (-8)
26% less call options, than puts
Call options by funds: $1.66B | Put options by funds: $2.24B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$890M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$688M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$512M |
| 4 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$441M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$322M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$479M |
| 2 |
BlackRock
New York
|
-$304M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$200M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$178M |
| 5 |
JP Morgan Chase
New York
|
-$164M |
DIS Hedge Fund Activity: Q1 2018 in Review
2,091 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2018, worth a combined $97.3B — down 4.3% from $102B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new DIS positions and 114 closed out — a net gain of 10 holders — while 932 added to existing stakes and 835 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $890M. The largest seller was State Street, cutting an estimated $479M.
- 2,091 institutional investors held Walt Disney (DIS) as of Q1 2018, down from 2,106 in Q4 2017.
- Funds reported $97.3B of Walt Disney stock for Q1 2018, down 4.3% quarter-over-quarter.
- 124 funds opened new Walt Disney positions in Q1 2018 and 114 closed out, a net change of +10 holders.
- The largest Walt Disney buyer in Q1 2018 was T. Rowe Price Associates, an estimated $890M added.
- The largest Walt Disney seller in Q1 2018 was State Street, an estimated $479M sold.
Based on aggregated 13F filings for Q1 2018.