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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
LWCA
351
Locust Wood Capital Advisers
New York
$41.6M -$8.96M -48,598 -18%
MLICM
352
Metropolitan Life Insurance Company (MetLife)
New York
$41.4M -$1.94M -10,531 -4%
TRCT
353
Tower Research Capital (TRC)
New York
$40.8M +$27.1M +147,190 +200%
RMA
354
Roffman Miller Associates
Pennsylvania
$40.8M +$19.2M +104,151 +33%
FPCG
355
Fort Pitt Capital Group
Pennsylvania
$40.3M -$543K -2,946 -1%
RHBC
356
R.H. Bluestein & Co
Michigan
$40.2M +$1.27M +6,862 +3%
LFG
357
Lazard Frères Gestion
France
$40M +$2.75M +14,908 +6%
SFM
358
Stack Financial Management
Montana
$40M -$824K -4,469 -2%
AA
359
Ancora Advisors
Ohio
$39.8M -$337K -1,825 -0.8%
ACM
360
Argent Capital Management
Missouri
$39.8M -$1.09M -5,894 -3%
BTW
361
Boston Trust Walden
Massachusetts
$39.7M +$1.74M +9,452 +5%
DILIC
362
Dai-ichi Life Insurance Company
Japan
$39.1M -$617K -3,347 -2%
IC
363
Inverness Counsel
New York
$38.8M -$11.7M -63,561 -23%
CMG
364
Cavalry Management Group
California
$38.7M -$47.5M -257,840 -55%
LCAM
365
London & Capital Asset Management
United Kingdom
$38.3M -$4.27M -23,147 -10%
SDIC
366
South Dakota Investment Council
South Dakota
$38.2M -$486K -2,633 -1%
RHI
367
Richmond Hill Investments
New York
$38.2M
HIMCH
368
Hartford Investment Management Co (HIMCO)
Connecticut
$37.6M -$1.29M -6,993 -3%
FMW
369
Farr Miller & Washington
District of Columbia
$37.5M -$714K -3,869 -2%
WPC
370
Waters Parkerson & Co
Louisiana
$37.5M +$367K +1,990 +1%
TCM
371
Tran Capital Management
California
$37.5M +$37.5M +203,416 New
PP
372
Palladium Partners
Virginia
$37.5M -$46.8K -254 -0.1%
CTC (Chicago Trading Company)
373
CTC (Chicago Trading Company)
Illinois
$37.5M -$3.41M -18,475 -8%
Cerity Partners
374
Cerity Partners
New York
$37.3M +$8.91M +48,296 +31%
CANY
375
Caxton Associates (New York)
New York
$37.3M +$28.9M +156,868 +346%

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.