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Walt Disney
DIS

2,128 hedge funds and large institutions have $100B invested in Walt Disney in 2018 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 937 increasing their positions, 811 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 75

32% more funds holding in top 10

Funds holding in top 10: 94 → 124 (+30)

16% more repeat investments, than reductions

Existing positions increased: 937 | Existing positions reduced: 811

2% more funds holding

Funds holding: 2,092 → 2,128 (+36)

3% more capital invested

Capital invested by funds: $97.3B → $100B (+$2.97B)

0.04% less ownership

Funds ownership: 64.49% → 64.45% (-0.04%)

18% less call options, than puts

Call options by funds: $2.28B | Put options by funds: $2.77B

Holders
2,128
Holders Change
+36
Holders Change %
+1.72%
% of All Funds
48.72%
Holding in Top 10
124
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+31.91%
% of All Funds
2.84%
New
130
Increased
937
Reduced
811
Closed
75
Calls
$2.28B
Puts
$2.77B
Net Calls
-$487M
Net Calls Change
+$96.8M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$441M
2
SIM
SRS Investment Management
New York
+$413M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$384M
4
MC
Maverick Capital
Texas
+$372M
5
JP Morgan Chase
JP Morgan Chase
New York
+$181M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$553M
2
Deutsche Bank
Deutsche Bank
Germany
-$497M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$409M
4
EVM
Eaton Vance Management
Massachusetts
-$406M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$381M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$665M -$83.8M -819,581 -11%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$653M +$116M +1,129,743 +22%
UBS AM
28
UBS AM
Illinois
$642M +$3.92M +38,351 +0.6%
Charles Schwab
29
Charles Schwab
California
$625M +$16.3M +159,265 +3%
Viking Global Investors
30
Viking Global Investors
Connecticut
$603M +$441M +4,309,761 +299%
EVM
31
Eaton Vance Management
Massachusetts
$593M -$406M -3,971,082 -41%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$522M +$26M +254,293 +5%
Swiss National Bank
33
Swiss National Bank
Switzerland
$521M +$12.9M +125,900 +3%
Primecap Management
34
Primecap Management
California
$499M -$1.08M -10,600 -0.2%
HCM
35
Highfields Capital Management
Massachusetts
$473M +$37.2M +363,856 +9%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$472M -$20.3M -198,138 -4%
Invesco
37
Invesco
Georgia
$465M +$103M +1,002,788 +29%
PPA
38
Parametric Portfolio Associates
Washington
$453M +$26.6M +260,383 +6%
TA
39
Teachers Advisors
New York
$426M -$30.5M -298,559 -7%
LT
40
Lindsell Train
United Kingdom
$426M +$32.2M +315,050 +8%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$424M -$22M -215,500 -5%
RL
42
Ruffer LLP
United Kingdom
$417M +$114M +1,117,959 +39%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$398M +$384M +3,756,496 +9,264%
Barclays
44
Barclays
United Kingdom
$392M +$74.8M +731,023 +24%
American Century Companies
45
American Century Companies
Missouri
$390M +$12M +117,179 +3%
MC
46
Maverick Capital
Texas
$382M +$372M +3,640,348 New
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$353M -$34.2M -334,883 -9%
Principal Financial Group
48
Principal Financial Group
Iowa
$352M +$52.4M +512,790 +18%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$331M +$3.78M +36,985 +1%
Ameriprise
50
Ameriprise
Minnesota
$324M -$35.8M -349,990 -10%
1
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DIS Hedge Fund Activity: Q2 2018 in Review

2,128 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2018, worth a combined $100B — up 3.1% from $97.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new DIS positions and 75 closed out — a net gain of 55 holders — while 937 added to existing stakes and 811 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $441M. The largest seller was Morgan Stanley, cutting an estimated $553M.

  • 2,128 institutional investors held Walt Disney (DIS) as of Q2 2018, up from 2,092 in Q1 2018.
  • Funds reported $100B of Walt Disney stock for Q2 2018, up 3.1% quarter-over-quarter.
  • 130 funds opened new Walt Disney positions in Q2 2018 and 75 closed out, a net change of +55 holders.
  • The largest Walt Disney buyer in Q2 2018 was Viking Global Investors, an estimated $441M added.
  • The largest Walt Disney seller in Q2 2018 was Morgan Stanley, an estimated $553M sold.

Based on aggregated 13F filings for Q2 2018.