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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
2,679
Holders Change
-162
Holders Change %
-5.7%
% of All Funds
59.02%
Holding in Top 10
187
Holding in Top 10 Change
-153
Holding in Top 10 Change %
-45%
% of All Funds
4.12%
New
173
Increased
1,423
Reduced
951
Closed
296
Calls
$3.48B
Puts
$6.06B
Net Calls
-$2.58B
Net Calls Change
-$2.64B

Top Buyers

Rank Fund Capital Flow
1
DCP
D1 Capital Partners
New York
+$823M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$658M
3
PIF
Public Investment Fund
Saudi Arabia
+$649M
4
Macquarie Group
Macquarie Group
Australia
+$621M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$559M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.2B
3
Jennison Associates
Jennison Associates
New York
-$973M
4
Parnassus Investments
Parnassus Investments
California
-$650M
5
JFA
Johanson Financial Advisors
California
-$494M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
2826
DT Investment Partners
Pennsylvania
– -$723K -5,000 Closed
NICM
2827
Neo Ivy Capital Management
New York
– -$702K -4,852 Closed
VFM
2828
Vivid Financial Management
California
– -$656K -4,649 Closed
SEEDPG
2829
S.E.E.D. Planning Group
New York
– -$656K -4,534 Closed
MC
2830
Machina Capital
France
– -$651K -4,499 Closed
HCM
2831
Harvey Capital Management
Florida
– -$636K -4,400 Closed
AIM
2832
Axiom Investment Management
New York
– -$636K -4,397 Closed
SCP
2833
Seizert Capital Partners
Michigan
– -$621K -4,294 Closed
LC
2834
Loews Corp
New York
– -$620K -4,285 Closed
NC
2835
Noked Capital
Israel
– -$607K -4,200 Closed
NI
2836
Noked Israel
Israel
– -$607K -4,200 Closed
JAWM
2837
J. Arnold Wealth Management
Ohio
– -$603K -4,168 Closed
WA
2838
Wheatland Advisors
Pennsylvania
– -$593K -4,100 Closed
SM
2839
Sciencast Management
New Jersey
– -$559K -3,838 Closed
BIM
2840
Beach Investment Management
Pennsylvania
– -$550K -3,805 Closed
KC
2841
Kepos Capital
New York
– -$546K -3,778 Closed
DTL
2842
Dynamic Technology Lab
Singapore
– -$542K -3,747 Closed
BIM
2843
Bridgecreek Investment Management
Oklahoma
– -$521K -3,600 Closed
ADMI
2844
Albert D. Mason Inc
Massachusetts
– -$511K -3,535 Closed
PP
2845
Parplus Partners
New York
– -$507K -3,506 Closed
CSPIA
2846
Cary Street Partners Investment Advisory
Virginia
– -$496K -3,427 Closed
ZF
2847
Zhang Financial
Michigan
– -$466K -3,213 Closed
NP
2848
Ninepoint Partners
Ontario, Canada
– -$461K -3,188 Closed
AWM
2849
Affinity Wealth Management
Delaware
– -$457K -3,157 Closed
MC
2850
Montag & Caldwell
Georgia
– -$456K -3,150 Closed
112 113
114
115 116

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.