Walt Disney
DIS
2,841 hedge funds and large institutions have $169B invested in Walt Disney in 2019 Q4 according to their latest regulatory filings, with 398 funds opening new positions, 1,239 increasing their positions, 972 reducing their positions, and 64 closing their positions.
522% more first-time investments, than exits
New positions opened: 398 | Existing positions closed: 64
27% more repeat investments, than reductions
Existing positions increased: 1,239 | Existing positions reduced: 972
27% more funds holding in top 10
Funds holding in top 10: 267 → 340 (+73)
11% more funds holding
Funds holding: 2,551 → 2,841 (+290)
10% more capital invested
Capital invested by funds: $153B → $169B (+$15.9B)
1% more call options, than puts
Call options by funds: $5.08B | Put options by funds: $5.03B
0.29% less ownership
Funds ownership: 65.28% → 64.99% (-0.29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$546M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$337M |
| 3 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$231M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$231M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$211M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$951M |
| 2 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$559M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$458M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$391M |
| 5 |
BlackRock
New York
|
-$330M |
DIS Hedge Fund Activity: Q4 2019 in Review
2,841 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2019, worth a combined $169B — up 10% from $153B a quarter earlier.
Buyers outnumbered sellers: 398 funds opened new DIS positions and 64 closed out — a net gain of 334 holders — while 1,239 added to existing stakes and 972 trimmed.
The largest buyer was Johanson Financial Advisors, adding an estimated $546M. The largest seller was Morgan Stanley, cutting an estimated $951M.
- 2,841 institutional investors held Walt Disney (DIS) as of Q4 2019, up from 2,551 in Q3 2019.
- Funds reported $169B of Walt Disney stock for Q4 2019, up 10% quarter-over-quarter.
- 398 funds opened new Walt Disney positions in Q4 2019 and 64 closed out, a net change of +334 holders.
- The largest Walt Disney buyer in Q4 2019 was Johanson Financial Advisors, an estimated $546M added.
- The largest Walt Disney seller in Q4 2019 was Morgan Stanley, an estimated $951M sold.
Based on aggregated 13F filings for Q4 2019.