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Walt Disney

3,164 hedge funds and large institutions have $218B invested in Walt Disney in 2021 Q1 according to their latest regulatory filings, with 216 funds opening new positions, 1,346 increasing their positions, 1,302 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 128

2% more funds holding

Funds holding: 3,1103,164 (+54)

3% more repeat investments, than reductions

Existing positions increased: 1,346 | Existing positions reduced: 1,302

0% more capital invested

Capital invested by funds: $218B → $218B (+$260M)

0.56% less ownership

Funds ownership: 65.81%65.25% (-0.56%)

5% less call options, than puts

Call options by funds: $7.07B | Put options by funds: $7.41B

21% less funds holding in top 10

Funds holding in top 10: 408324 (-84)

Holders
3,164
Holders Change
+54
Holders Change %
+1.74%
% of All Funds
55.55%
Holding in Top 10
324
Holding in Top 10 Change
-84
Holding in Top 10 Change %
-20.59%
% of All Funds
5.69%
New
216
Increased
1,346
Reduced
1,302
Closed
128
Calls
$7.07B
Puts
$7.41B
Net Calls
-$345M
Net Calls Change
+$136M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
226
Waverton Investment Management
United Kingdom
$85.5M +$2.26M +12,240 +3%
EWM
227
Evercore Wealth Management
New York
$84.5M +$1.58M +8,543 +2%
EIP
228
Epoch Investment Partners
New York
$84.3M -$19.6M -106,199 -19%
Public Sector Pension Investment Board (PSP Investments)
229
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$84.2M +$7.32M +39,690 +10%
RMDI
230
R.M. Davis Inc
Maine
$84M -$966K -5,239 -1%
HTC
231
Haverford Trust Company
Pennsylvania
$82.3M -$107M -580,088 -57%
NCA
232
Newbrook Capital Advisors
New York
$82.3M +$20.2M +109,655 +33%
Handelsbanken Fonder
233
Handelsbanken Fonder
Sweden
$82M +$2.19M +11,855 +3%
AAMU
234
AEGON Asset Management (UK)
United Kingdom
$80.9M +$11.1M +59,969 +16%
GLA
235
Great Lakes Advisors
Illinois
$80.4M -$997K -5,407 -1%
ProShare Advisors
236
ProShare Advisors
Maryland
$80.3M +$9.52M +51,609 +13%
MIM
237
MetLife Investment Management
New Jersey
$79.8M -$1.31M -7,110 -2%
GT
238
Glenmede Trust
Pennsylvania
$79.3M +$35.8K +194 +0%
Teacher Retirement System of Texas
239
Teacher Retirement System of Texas
Texas
$76.9M +$9.93M +53,836 +15%
Comerica Bank
240
Comerica Bank
Texas
$76.8M -$2.97M -16,131 -4%
JWBC
241
John W. Bristol & Co
New York
$76.3M +$74.8M +405,575 +5,026%
BBVA
242
Banco Bilbao Vizcaya Argentaria
Spain
$75M +$27.1M +147,146 +57%
FDCDDQ
243
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.7M +$13.5M +73,459 +22%
WBC
244
Westpac Banking Corp
Australia
$74.4M +$338K +1,831 +0.5%
AM
245
Atreides Management
Massachusetts
$73.7M +$25.6M +138,700 +53%
Artisan Partners
246
Artisan Partners
Wisconsin
$72.8M +$13.2M +71,757 +22%
TIM
247
Thornburg Investment Management
New Mexico
$72.6M -$1.04M -5,642 -1%
MIFH
248
Migdal Insurance & Financial Holdings
Israel
$72.5M +$509K +2,758 +0.7%
QP
249
Quilter Plc
United Kingdom
$71.9M +$2.65M +14,358 +4%
Fidelity International
250
Fidelity International
Bermuda
$70M +$502K +2,720 +0.7%

DIS Hedge Fund Activity: Q1 2021 in Review

3,164 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2021, worth a combined $218B — up 0.12% from $218B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new DIS positions and 128 closed out — a net gain of 88 holders — while 1,346 added to existing stakes and 1,302 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.33B. The largest seller was Vanguard Group, cutting an estimated $1.85B.

  • 3,164 institutional investors held Walt Disney (DIS) as of Q1 2021, up from 3,110 in Q4 2020.
  • Funds reported $218B of Walt Disney stock for Q1 2021, up 0.12% quarter-over-quarter.
  • 216 funds opened new Walt Disney positions in Q1 2021 and 128 closed out, a net change of +88 holders.
  • The largest Walt Disney buyer in Q1 2021 was Fidelity Investments, an estimated $1.33B added.
  • The largest Walt Disney seller in Q1 2021 was Vanguard Group, an estimated $1.85B sold.

Based on aggregated 13F filings for Q1 2021.