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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
DCP
26
D1 Capital Partners
New York
$737M +$823M +6,510,000 +581%
Ameriprise
27
Ameriprise
Minnesota
$736M -$44.5M -351,828 -4%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$720M +$109M +863,613 +13%
Deutsche Bank
29
Deutsche Bank
Germany
$702M -$154M -1,217,437 -14%
EVM
30
Eaton Vance Management
Massachusetts
$683M +$21.3M +168,313 +2%
Swiss National Bank
31
Swiss National Bank
Switzerland
$676M +$166M +1,314,800 +23%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$650M -$64.1M -507,244 -7%
Invesco
33
Invesco
Georgia
$609M +$185M +1,462,071 +30%
LT
34
Lindsell Train
United Kingdom
$557M +$27.6M +218,000 +4%
PPA
35
Parametric Portfolio Associates
Washington
$547M -$48.5M -383,971 -6%
Eagle Capital Management (New York)
36
Eagle Capital Management (New York)
New York
$519M +$658M +5,205,371 +3,024%
Macquarie Group
37
Macquarie Group
Australia
$518M +$621M +4,915,441 +1,106%
PIF
38
Public Investment Fund
Saudi Arabia
$496M +$649M +5,132,522 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$494M +$76.8M +607,629 +13%
AllianceBernstein
40
AllianceBernstein
Tennessee
$462M -$209M -1,652,921 -26%
Principal Financial Group
41
Principal Financial Group
Iowa
$444M +$33.3M +263,508 +6%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$443M +$35.2M +278,590 +6%
Fisher Asset Management
43
Fisher Asset Management
Washington
$435M +$559M +4,423,621 +5,465%
Primecap Management
44
Primecap Management
California
$428M +$122M +961,280 +28%
JP Morgan Chase
45
JP Morgan Chase
New York
$389M -$152M -1,201,884 -23%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$382M +$21.7M +171,348 +5%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$380M -$166M -1,314,011 -25%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$352M +$32.7M +258,740 +8%
YAM
49
Yacktman Asset Management
Texas
$350M -$20.9M -165,381 -4%
Diamond Hill Capital Management
50
Diamond Hill Capital Management
Ohio
$347M +$78M +616,705 +21%
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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.