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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
Qube Research & Technologies (QRT)
376
Qube Research & Technologies (QRT)
United Kingdom
$37.2M +$37.2M +201,718 New
BSA
377
Braun Stacey Associates
New York
$37.2M +$117K +635 +0.3%
AWM
378
AE Wealth Management
Kansas
$37.1M +$2.45M +13,302 +7%
Vontobel Holding
379
Vontobel Holding
Switzerland
$37M +$3.4M +18,446 +10%
GPCM
380
Greenbrier Partners Capital Management
Texas
$36.9M
PTC
381
Petrus Trust Company
Texas
$36.9M
RCP
382
RIT Capital Partners
United Kingdom
$36.8M -$9.79M -53,100 -21%
SMDAM
383
Sumitomo Mitsui DS Asset Management
Japan
$36.8M -$5.17M -28,025 -12%
BRIM
384
Broad Run Investment Management
Virginia
$36.7M -$1.36M -7,395 -4%
FWCM
385
Ferguson Wellman Capital Management
Oregon
$36.6M +$493K +2,673 +1%
ZCA
386
Zeke Capital Advisors
Pennsylvania
$36.6M +$4.36M +23,655 +14%
CAPTRUST Financial Advisors
387
CAPTRUST Financial Advisors
North Carolina
$36.5M +$6.54M +35,451 +22%
VRS
388
Virginia Retirement Systems
Virginia
$36.4M +$4.65M +25,200 +15%
II
389
IFM Investors
Australia
$36.3M +$4.22M +22,879 +13%
JLBC
390
J.L. Bainbridge & Co
Florida
$36.2M -$411K -2,231 -1%
HCMG
391
Howard Capital Management Group
California
$36.2M +$36.1M +195,994 New
AAM
392
AO Asset Management
New York
$35.9M +$5.24M +28,400 +17%
SEIA
393
Signature Estate & Investment Advisors
California
$35.9M -$286K -1,550 -0.8%
CSIC
394
Clifford Swan Investment Counsel
California
$35.8M -$2M -10,829 -5%
Alyeska Investment Group
395
Alyeska Investment Group
Illinois
$35.4M -$15.7M -84,946 -31%
BC
396
Blackhill Capital
New Jersey
$34.9M
GC
397
Giverny Capital
Quebec, Canada
$34.7M -$82.1K -445 -0.2%
GT
398
Glenview Trust
Kentucky
$34.5M +$130K +705 +0.4%
Balyasny Asset Management
399
Balyasny Asset Management
Illinois
$34.5M -$128M -696,203 -79%
Capital Fund Management (CFM)
400
Capital Fund Management (CFM)
France
$34.1M +$34M +184,585 New

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.