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Walt Disney

3,103 hedge funds and large institutions have $208B invested in Walt Disney in 2021 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 1,485 increasing their positions, 1,133 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,485 | Existing positions reduced: 1,133

0% more ownership

Funds ownership: 65.25%65.25% (+0%)

5% less capital invested

Capital invested by funds: $218B → $208B (-$10.1B)

2% less funds holding

Funds holding: 3,1643,103 (-61)

16% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 153

32% less funds holding in top 10

Funds holding in top 10: 324221 (-103)

34% less call options, than puts

Call options by funds: $5.56B | Put options by funds: $8.49B

Holders
3,103
Holders Change
-61
Holders Change %
-1.93%
% of All Funds
54%
Holding in Top 10
221
Holding in Top 10 Change
-103
Holding in Top 10 Change %
-31.79%
% of All Funds
3.85%
New
129
Increased
1,485
Reduced
1,133
Closed
153
Calls
$5.56B
Puts
$8.49B
Net Calls
-$2.93B
Net Calls Change
-$2.58B
Name Holding Trade Value Shares
Change
Change in
Stake
GIBU
251
Gulf International Bank (UK)
United Kingdom
$63.2M +$61.9K +344 +0.1%
SL
252
Summitry LLC
California
$63.1M +$772K +4,290 +1%
DADC
253
D.A. Davidson & Co
Montana
$62.2M +$1.11M +6,162 +2%
UH
254
Unigestion Holding
Switzerland
$62M +$8.15M +45,331 +15%
GG
255
Gofen & Glossberg
Illinois
$61.5M -$317K -1,761 -0.5%
URS
256
Utah Retirement Systems
Utah
$60.9M -$180K -1,000 -0.3%
BAM
257
Barrett Asset Management
New York
$60.1M +$36.3K +202 +0.1%
IG
258
ING Group
Netherlands
$59.7M +$5.45M +30,328 +10%
Creative Planning
259
Creative Planning
Kansas
$59.3M -$42.5M -236,098 -41%
BCIM
260
British Columbia Investment Management
British Columbia, Canada
$59.1M +$7M +38,919 +13%
Caisse de Depot et Placement du Quebec (CDPQ)
261
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$58.1M +$17.1M +94,998 +40%
Fidelity International
262
Fidelity International
Bermuda
$58.1M -$8.82M -49,021 -13%
WT
263
Whittier Trust
California
$58M +$935K +5,198 +2%
PNC
264
Park National Corp
Ohio
$57.5M +$1.78M +9,910 +3%
HP
265
Hosking Partners
United Kingdom
$56.6M -$2.18M -12,120 -4%
CB
266
Commerce Bank
Missouri
$56M -$401K -2,231 -0.7%
BHC
267
Bowen Hanes & Co
Florida
$55.7M -$203K -1,130 -0.4%
Public Employees Retirement Association of Colorado
268
Public Employees Retirement Association of Colorado
Colorado
$55.7M -$887K -4,930 -2%
AQR Capital Management
269
AQR Capital Management
Connecticut
$55.6M -$8.1M -45,021 -12%
PWLP
270
Prio Wealth Limited Partnership
Massachusetts
$54.9M -$474K -2,635 -0.8%
FFA
271
First Foundation Advisors
California
$54.8M -$410K -2,277 -0.7%
TRSOTSOK
272
Teachers Retirement System of the State of Kentucky
Kentucky
$54.7M +$683K +3,800 +1%
ASC
273
Atalanta Sosnoff Capital
New York
$54.1M -$51.2M -284,815 -48%
RG
274
Rathbones Group
United Kingdom
$54M +$839K +4,666 +2%
TPSF
275
Texas Permanent School Fund
Texas
$53.1M -$228K -1,270 -0.4%

DIS Hedge Fund Activity: Q2 2021 in Review

3,103 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2021, worth a combined $208B — down 4.6% from $218B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of DIS and 129 opened new positions — a net loss of 24 holders — while 1,133 trimmed existing stakes and 1,485 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.51B. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $368M sold.

  • 3,103 institutional investors held Walt Disney (DIS) as of Q2 2021, down from 3,164 in Q1 2021.
  • Funds reported $208B of Walt Disney stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 129 funds opened new Walt Disney positions in Q2 2021 and 153 closed out, a net change of -24 holders.
  • The largest Walt Disney buyer in Q2 2021 was Susquehanna International Group, an estimated $2.51B added.
  • The largest Walt Disney seller in Q2 2021 was Whale Rock Capital Management, an estimated $368M sold.

Based on aggregated 13F filings for Q2 2021.