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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
SOADOR
301
State of Alaska Department of Revenue
Alaska
$52.5M -$1.74M -9,460 -3%
NIM
302
Northeast Investment Management
Massachusetts
$52.3M -$241K -1,305 -0.5%
BPC
303
Banque Pictet & Cie
Switzerland
$52.3M -$4.15M -22,486 -7%
RFC
304
Regions Financial Corp
Alabama
$52.2M -$12.9M -70,192 -20%
RMCM
305
Reynders McVeigh Capital Management
Massachusetts
$51.7M -$1.37M -7,449 -3%
MA
306
MUFG Americas
New York
$51.4M -$9.67M -52,425 -16%
ICG
307
InterOcean Capital Group
Tennessee
$50.5M -$3.12M -16,937 -6%
SW
308
SVB Wealth
Massachusetts
$50.4M -$3.5M -18,961 -6%
SLAM
309
Swiss Life Asset Management
$50.1M +$1.39M +7,540 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
310
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$50M +$42.7M +231,797 +591%
HCM
311
Howland Capital Management
Massachusetts
$49.9M +$729K +3,955 +1%
UB
312
UMB Bank
Missouri
$49.8M +$475K +2,574 +1%
VDI
313
Vaughan David Investments
Illinois
$49.6M -$1.68M -9,105 -3%
KAS
314
Kestra Advisory Services
Texas
$48.9M -$5.78M -31,362 -11%
WT
315
Washington Trust
Rhode Island
$48.3M -$347K -1,880 -0.7%
CAG
316
Crestwood Advisors Group
Massachusetts
$48.2M +$5.11M +27,686 +12%
MML Investors Services
317
MML Investors Services
Massachusetts
$47.5M +$5.01M +27,182 +12%
PIM
318
Provident Investment Management
Michigan
$47.2M +$345K +1,870 +0.7%
CCM
319
Compass Capital Management
Minnesota
$47.1M -$2.36M -12,824 -5%
Walleye Trading
320
Walleye Trading
New York
$47M +$29.2M +158,491 +164%
FCI
321
Financial Counselors Inc
Kansas
$47M +$112K +607 +0.2%
DWM
322
Destination Wealth Management
California
$46.6M -$4.05M -21,985 -8%
UIM
323
USS Investment Management
United Kingdom
$46.5M
BCM
324
Becker Capital Management
Oregon
$46.5M -$481K -2,607 -1%
FT
325
Fiduciary Trust
Massachusetts
$46.3M +$471K +2,553 +1%

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.