We are live on ! Find out more
DIS icon

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
SFM
326
Soros Fund Management
New York
$46.1M -$1.33M -7,233 -3%
DAM
327
Delta Asset Management
Tennessee
$46.1M +$233K +1,262 +0.5%
IUHSA
328
Itau Unibanco Holding S.A.
Brazil
$45.6M +$45.5M +246,539 +46,693%
HIMC
329
Heritage Investors Management Corp
Maryland
$45.3M -$1.02M -5,557 -2%
MCM
330
Moore Capital Management
New York
$45.2M +$21.6M +117,095 +91%
NAM
331
Nissay Asset Management
Japan
$45.1M -$6.23M -33,765 -12%
PF
332
Phoenix Financial
Israel
$45.1M +$3.61M +19,594 +9%
JAM
333
Jupiter Asset Management
United Kingdom
$45M +$12.6M +68,389 +39%
SCM
334
Smead Capital Management
Arizona
$44.9M -$11M -59,554 -20%
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
$44.8M -$46.7K -253 -0.1%
Harris Associates
336
Harris Associates
Illinois
$44.4M +$57.7K +313 +0.1%
CCMG
337
Clark Capital Management Group
Pennsylvania
$44M +$10M +54,446 +30%
ERSOT
338
Employees Retirement System of Texas
Texas
$43.8M -$922K -5,000 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
339
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.5M +$15.2M +82,480 +54%
MOACM
340
Mutual of America Capital Management
New York
$43.2M +$1.23M +6,688 +3%
CTA
341
Chesley Taft & Associates
Illinois
$43.2M -$547K -2,964 -1%
EWA
342
EP Wealth Advisors
California
$42.7M +$730K +3,961 +2%
ACM
343
Advisors Capital Management
New Jersey
$42.6M +$1.62M +8,758 +4%
ESBC
344
E.S. Barr & Co
Kentucky
$42.4M -$56.6K -307 -0.1%
CTB
345
Country Trust Bank
Illinois
$42.3M -$14.3M -77,323 -25%
SAM
346
Shell Asset Management
Netherlands
$42.2M -$1.27M -6,907 -3%
CM
347
Corvex Management
New York
$42.1M
FCP
348
Fosse Capital Partners
United Kingdom
$42.1M -$3.1M -16,800 -7%
CFB
349
Cullen/Frost Bankers
Texas
$42M +$1.12M +6,097 +3%
COPPSERS
350
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$41.9M +$149K +807 +0.4%

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.