Walt Disney
DIS
2,106 hedge funds and large institutions have $102B invested in Walt Disney in 2017 Q4 according to their latest regulatory filings, with 319 funds opening new positions, 710 increasing their positions, 880 reducing their positions, and 63 closing their positions.
406% more first-time investments, than exits
New positions opened: 319 | Existing positions closed: 63
21% more funds holding in top 10
Funds holding in top 10: 84 → 102 (+18)
13% more funds holding
Funds holding: 1,870 → 2,106 (+236)
9% more capital invested
Capital invested by funds: $93.1B → $102B (+$8.58B)
1.58% more ownership
Funds ownership: 61.18% → 62.76% (+1.6%)
19% less repeat investments, than reductions
Existing positions increased: 710 | Existing positions reduced: 880
32% less call options, than puts
Call options by funds: $2.4B | Put options by funds: $3.53B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$465M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$223M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$192M |
| 4 |
SIM
SRS Investment Management
New York
|
+$176M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$163M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
-$414M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$236M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$181M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$169M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$159M |
DIS Hedge Fund Activity: Q4 2017 in Review
2,106 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2017, worth a combined $102B — up 9.2% from $93.1B a quarter earlier.
Buyers outnumbered sellers: 319 funds opened new DIS positions and 63 closed out — a net gain of 256 holders — while 710 added to existing stakes and 880 trimmed.
The largest buyer was BlackRock, adding an estimated $465M. The largest seller was Epoch Investment Partners, cutting an estimated $414M.
- 2,106 institutional investors held Walt Disney (DIS) as of Q4 2017, up from 1,870 in Q3 2017.
- Funds reported $102B of Walt Disney stock for Q4 2017, up 9.2% quarter-over-quarter.
- 319 funds opened new Walt Disney positions in Q4 2017 and 63 closed out, a net change of +256 holders.
- The largest Walt Disney buyer in Q4 2017 was BlackRock, an estimated $465M added.
- The largest Walt Disney seller in Q4 2017 was Epoch Investment Partners, an estimated $414M sold.
Based on aggregated 13F filings for Q4 2017.