Walt Disney
DIS
3,113 hedge funds and large institutions have $216B invested in Walt Disney in 2020 Q4 according to their latest regulatory filings, with 523 funds opening new positions, 1,156 increasing their positions, 1,196 reducing their positions, and 80 closing their positions.
554% more first-time investments, than exits
New positions opened: 523 | Existing positions closed: 80
161% more funds holding in top 10
Funds holding in top 10: 157 → 409 (+252)
50% more capital invested
Capital invested by funds: $144B → $216B (+$71.9B)
15% more funds holding
Funds holding: 2,712 → 3,113 (+401)
1.68% more ownership
Funds ownership: 64.07% → 65.75% (+1.7%)
3% less repeat investments, than reductions
Existing positions increased: 1,156 | Existing positions reduced: 1,196
8% less call options, than puts
Call options by funds: $8.44B | Put options by funds: $9.13B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$759M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$613M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$492M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$476M |
| 5 |
Morgan Stanley
New York
|
+$472M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$587M |
| 2 |
State Street
Boston,
Massachusetts
|
-$442M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$311M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$307M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$289M |
DIS Hedge Fund Activity: Q4 2020 in Review
3,113 of the 5,677 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2020, worth a combined $216B — up 50% from $144B a quarter earlier.
Buyers outnumbered sellers: 523 funds opened new DIS positions and 80 closed out — a net gain of 443 holders — while 1,156 added to existing stakes and 1,196 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $759M. The largest seller was Nuveen, cutting an estimated $587M.
- 3,113 institutional investors held Walt Disney (DIS) as of Q4 2020, up from 2,712 in Q3 2020.
- Funds reported $216B of Walt Disney stock for Q4 2020, up 50% quarter-over-quarter.
- 523 funds opened new Walt Disney positions in Q4 2020 and 80 closed out, a net change of +443 holders.
- The largest Walt Disney buyer in Q4 2020 was T. Rowe Price Associates, an estimated $759M added.
- The largest Walt Disney seller in Q4 2020 was Nuveen, an estimated $587M sold.
Based on aggregated 13F filings for Q4 2020.