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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
WB
1101
Webster Bank
Connecticut
$2.98M +$7.33K +58 +0.2%
PC
1102
Pecaut & Co
Iowa
$2.97M +$404K +3,198 +12%
FM
1103
Family Management
New York
$2.96M +$53.9K +426 +1%
AWA
1104
ARS Wealth Advisors
Florida
$2.96M -$696K -5,505 -15%
WTFG
1105
Wells Trecaso Financial Group
Ohio
$2.95M +$189K +1,498 +5%
BBNA
1106
Bremer Bank National Association
Minnesota
$2.95M -$560K -4,426 -13%
WFG
1107
Wills Financial Group
Virginia
$2.95M +$74K +585 +2%
MYIA
1108
Mount Yale Investment Advisors
Colorado
$2.95M +$255K +2,019 +7%
CP
1109
Corbenic Partners
Pennsylvania
$2.94M +$301K +2,380 +8%
MHC
1110
Meyer Handelman Company
New York
$2.94M – – –
BEAM
1111
Baker Ellis Asset Management
Washington
$2.93M +$839K +6,638 +28%
GAB
1112
German American Bancorp
Indiana
$2.93M -$14.3K -113 -0.4%
CC
1113
Centiva Capital
New York
$2.93M +$3.74M +29,572 +3,871%
RA
1114
RiverPark Advisors
New York
$2.92M -$312K -2,470 -8%
PWSG
1115
Pacific Wealth Strategies Group
California
$2.92M +$251K +1,987 +7%
AIC
1116
Argus Investors Counsel
New York
$2.92M +$43.6K +345 +1%
CFA
1117
Carroll Financial Associates
North Carolina
$2.91M -$37.4K -296 -1%
OSNBOA
1118
Old Second National Bank of Aurora
Illinois
$2.91M +$151K +1,192 +4%
NGA
1119
Naples Global Advisors
Florida
$2.9M +$109K +862 +3%
GECH
1120
Garnet Equity Capital Holdings
New York
$2.9M +$3.79M +30,000 New
CAM
1121
CenterStar Asset Management
Illinois
$2.9M – – –
PI
1122
Pettee Investors
Connecticut
$2.9M +$137K +1,085 +4%
WF
1123
WoodTrust Financial
Wisconsin
$2.89M +$202K +1,596 +6%
FFA
1124
Fragasso Financial Advisors
Pennsylvania
$2.88M +$225K +1,782 +6%
HF
1125
HRT Financial
New York
$2.88M +$3.77M +29,780 New
43 44
45
46 47

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.