Walt Disney
DIS
3,110 hedge funds and large institutions have $218B invested in Walt Disney in 2020 Q4 according to their latest regulatory filings, with 522 funds opening new positions, 1,154 increasing their positions, 1,195 reducing their positions, and 81 closing their positions.
544% more first-time investments, than exits
New positions opened: 522 | Existing positions closed: 81
160% more funds holding in top 10
Funds holding in top 10: 157 → 408 (+251)
51% more capital invested
Capital invested by funds: $144B → $218B (+$73.8B)
15% more funds holding
Funds holding: 2,711 → 3,110 (+399)
1.6% more ownership
Funds ownership: 64.21% → 65.81% (+1.6%)
3% less repeat investments, than reductions
Existing positions increased: 1,154 | Existing positions reduced: 1,195
6% less call options, than puts
Call options by funds: $8.27B | Put options by funds: $8.75B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$759M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$613M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$492M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$476M |
| 5 |
Morgan Stanley
New York
|
+$472M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$587M |
| 2 |
State Street
Boston,
Massachusetts
|
-$442M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$311M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$307M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$289M |
DIS Hedge Fund Activity: Q4 2020 in Review
3,110 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2020, worth a combined $218B — up 51% from $144B a quarter earlier.
Buyers outnumbered sellers: 522 funds opened new DIS positions and 81 closed out — a net gain of 441 holders — while 1,154 added to existing stakes and 1,195 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $759M. The largest seller was Nuveen, cutting an estimated $587M.
- 3,110 institutional investors held Walt Disney (DIS) as of Q4 2020, up from 2,711 in Q3 2020.
- Funds reported $218B of Walt Disney stock for Q4 2020, up 51% quarter-over-quarter.
- 522 funds opened new Walt Disney positions in Q4 2020 and 81 closed out, a net change of +441 holders.
- The largest Walt Disney buyer in Q4 2020 was T. Rowe Price Associates, an estimated $759M added.
- The largest Walt Disney seller in Q4 2020 was Nuveen, an estimated $587M sold.
Based on aggregated 13F filings for Q4 2020.