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Walt Disney
DIS

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: 3,110 → 3,164 (+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: 408 → 324 (-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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.33B
2
JP Morgan Chase
JP Morgan Chase
New York
+$455M
3
DZ Bank
DZ Bank
Germany
+$418M
4
Bank of America
Bank of America
North Carolina
+$384M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$366M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.85B
2
Coatue Management
Coatue Management
New York
-$917M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$774M
4
DCP
D1 Capital Partners
New York
-$642M
5
JCAM
Jericho Capital Asset Management
New York
-$349M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3201
Bluefin Capital Management
New York
– -$4.28M -23,597 Closed
WI
3202
WBI Investments
New Jersey
– -$4.18M -23,087 Closed
C
3203
Chescapmanager
Maryland
– -$4.17M -23,041 Closed
SCCM
3204
Schafer Cullen Capital Management
New York
– -$3.98M -21,990 Closed
LWM
3205
Laidlaw Wealth Management
New York
– -$3.69M -20,350 Closed
AWAM
3206
Appian Way Asset Management
New York
– -$3.37M -18,579 Closed
NIP
3207
Nicholas Investment Partners
California
– -$3.35M -18,502 Closed
GI
3208
GS Investments
Minnesota
– -$3.23M -17,800 Closed
LOAME
3209
Lombard Odier Asset Management (Europe)
United Kingdom
– -$3.11M -16,876 Closed
CIM
3210
Contrarius Investment Management
Jersey
– -$2.95M -16,264 Closed
EC
3211
EMJ Capital
Ontario, Canada
– -$2.77M -15,000 Closed
SM
3212
SG3 Management
Puerto Rico
– -$2.77M -15,000 Closed
CCMT
3213
CMT Capital Markets Trading
Germany
– -$2.76M -14,974 Closed
AFA
3214
Abacus FCF Advisors
Florida
– -$2.6M -14,948 Closed
CFM
3215
Coronation Fund Managers
South Africa
– -$2.4M -13,269 Closed
TAA
3216
TB Alternative Assets
Cayman Islands
– -$2.3M -12,700 Closed
LHC
3217
Little House Capital
Massachusetts
– -$2.24M -12,387 Closed
CPH
3218
C Partners Holding
Switzerland
– -$2.09M -11,557 Closed
AFS
3219
Amtrust Financial Services
New York
– -$1.81M -10,000 Closed
MIAS
3220
Mason Investment Advisory Services
Virginia
– -$1.75M -9,678 Closed
PHIMC
3221
Private Harbour Investment Management & Counsel
Ohio
– -$1.46M -8,039 Closed
NAM
3222
Nexpoint Asset Management
Texas
– -$1.27M -7,000 Closed
TAM
3223
Troy Asset Management
United Kingdom
– -$1.11M -6,156 Closed
DC
3224
Diametric Capital
Massachusetts
– -$1.07M -5,892 Closed
TM
3225
Tiger Management
New York
– -$996K -5,500 Closed
127 128
129
130 131

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.