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Walt Disney
DIS

2,475 hedge funds and large institutions have $130B invested in Walt Disney in 2019 Q1 according to their latest regulatory filings, with 258 funds opening new positions, 1,494 increasing their positions, 561 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 258 | Existing positions closed: 83

166% more repeat investments, than reductions

Existing positions increased: 1,494 | Existing positions reduced: 561

24% more capital invested

Capital invested by funds: $105B → $130B (+$25.3B)

6% more funds holding

Funds holding: 2,338 → 2,475 (+137)

1% more funds holding in top 10

Funds holding in top 10: 201 → 203 (+2)

0.57% more ownership

Funds ownership: 64.92% → 65.49% (+0.57%)

10% less call options, than puts

Call options by funds: $4.45B | Put options by funds: $4.96B

Holders
2,475
Holders Change
+137
Holders Change %
+5.86%
% of All Funds
53.57%
Holding in Top 10
203
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1%
% of All Funds
4.39%
New
258
Increased
1,494
Reduced
561
Closed
83
Calls
$4.45B
Puts
$4.96B
Net Calls
-$516M
Net Calls Change
+$239M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.35B
2
BlackRock
BlackRock
New York
+$1.82B
3
State Street
State Street
Massachusetts
+$1.63B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$1.14B
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.03B

Top Sellers

Rank Fund Capital Flow
1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$297M
2
MC
Maverick Capital
Texas
-$233M
3
SIM
SRS Investment Management
New York
-$227M
4
JP Morgan Chase
JP Morgan Chase
New York
-$218M
5
Asset Management One
Asset Management One
Japan
-$175M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$904M +$174M +1,559,900 +24%
AllianceBernstein
27
AllianceBernstein
Tennessee
$889M +$95.5M +854,412 +12%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$872M +$243M +2,171,534 +38%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$805M +$136M +1,217,600 +20%
Parnassus Investments
30
Parnassus Investments
California
$789M -$554K -4,960 -0.1%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$772M +$710M +6,354,610 +1,059%
DCP
32
D1 Capital Partners
New York
$702M +$374M +3,350,000 +113%
PPA
33
Parametric Portfolio Associates
Washington
$681M +$177M +1,583,688 +35%
Swiss National Bank
34
Swiss National Bank
Switzerland
$674M +$138M +1,237,263 +26%
Millennium Management
35
Millennium Management
New York
$665M +$655M +5,864,219 +4,729%
American Century Companies
36
American Century Companies
Missouri
$625M +$222M +1,985,053 +55%
EVM
37
Eaton Vance Management
Massachusetts
$595M -$61.9M -554,113 -9%
LT
38
Lindsell Train
United Kingdom
$585M +$96.9M +866,720 +20%
RL
39
Ruffer LLP
United Kingdom
$570M +$95.6M +855,548 +20%
APG Asset Management
40
APG Asset Management
Netherlands
$549M +$325M +2,905,433 +110%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$547M +$115M +1,030,831 +26%
TA
42
Teachers Advisors
New York
$510M +$85.2M +762,690 +20%
YAM
43
Yacktman Asset Management
Texas
$507M +$510M +4,566,930 New
Ameriprise
44
Ameriprise
Minnesota
$501M +$40.3M +360,566 +9%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$490M +$135M +1,209,626 +38%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$484M +$2.23M +19,923 +0.5%
Principal Financial Group
47
Principal Financial Group
Iowa
$463M +$45.1M +403,736 +11%
Allianz Asset Management
48
Allianz Asset Management
Germany
$456M +$31.6M +282,390 +7%
Invesco
49
Invesco
Georgia
$434M +$52.2M +467,002 +14%
Citadel Advisors
50
Citadel Advisors
Florida
$434M +$415M +3,712,006 +1,923%
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DIS Hedge Fund Activity: Q1 2019 in Review

2,475 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2019, worth a combined $130B — up 24% from $105B a quarter earlier.

Buyers outnumbered sellers: 258 funds opened new DIS positions and 83 closed out — a net gain of 175 holders — while 1,494 added to existing stakes and 561 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.35B. The largest seller was Arrowstreet Capital, cutting an estimated $297M.

  • 2,475 institutional investors held Walt Disney (DIS) as of Q1 2019, up from 2,338 in Q4 2018.
  • Funds reported $130B of Walt Disney stock for Q1 2019, up 24% quarter-over-quarter.
  • 258 funds opened new Walt Disney positions in Q1 2019 and 83 closed out, a net change of +175 holders.
  • The largest Walt Disney buyer in Q1 2019 was Vanguard Group, an estimated $2.35B added.
  • The largest Walt Disney seller in Q1 2019 was Arrowstreet Capital, an estimated $297M sold.

Based on aggregated 13F filings for Q1 2019.