Walt Disney
DIS
2,160 hedge funds and large institutions have $112B invested in Walt Disney in 2018 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 980 increasing their positions, 798 reducing their positions, and 81 closing their positions.
64% more first-time investments, than exits
New positions opened: 133 | Existing positions closed: 81
23% more repeat investments, than reductions
Existing positions increased: 980 | Existing positions reduced: 798
15% more funds holding in top 10
Funds holding in top 10: 124 → 143 (+19)
11% more capital invested
Capital invested by funds: $100B → $112B (+$11.5B)
2% more funds holding
Funds holding: 2,128 → 2,160 (+32)
0.19% less ownership
Funds ownership: 64.45% → 64.26% (-0.19%)
28% less call options, than puts
Call options by funds: $1.96B | Put options by funds: $2.73B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$569M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$213M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$168M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$155M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$488M |
| 2 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$473M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$382M |
| 4 |
Goldman Sachs
New York
|
-$261M |
| 5 |
Barclays
London,
United Kingdom
|
-$223M |
DIS Hedge Fund Activity: Q3 2018 in Review
2,160 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2018, worth a combined $112B — up 11% from $100B a quarter earlier.
Buyers outnumbered sellers: 133 funds opened new DIS positions and 81 closed out — a net gain of 52 holders — while 980 added to existing stakes and 798 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $569M. The largest seller was State Street, cutting an estimated $488M.
- 2,160 institutional investors held Walt Disney (DIS) as of Q3 2018, up from 2,128 in Q2 2018.
- Funds reported $112B of Walt Disney stock for Q3 2018, up 11% quarter-over-quarter.
- 133 funds opened new Walt Disney positions in Q3 2018 and 81 closed out, a net change of +52 holders.
- The largest Walt Disney buyer in Q3 2018 was Viking Global Investors, an estimated $569M added.
- The largest Walt Disney seller in Q3 2018 was State Street, an estimated $488M sold.
Based on aggregated 13F filings for Q3 2018.