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Walt Disney
DIS

3,103 hedge funds and large institutions have $208B invested in Walt Disney in 2021 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 1,485 increasing their positions, 1,133 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 1,485 | Existing positions reduced: 1,133

0% more ownership

Funds ownership: 65.25% → 65.25% (+0%)

5% less capital invested

Capital invested by funds: $218B → $208B (-$10.1B)

2% less funds holding

Funds holding: 3,164 → 3,103 (-61)

16% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 153

32% less funds holding in top 10

Funds holding in top 10: 324 → 221 (-103)

34% less call options, than puts

Call options by funds: $5.56B | Put options by funds: $8.49B

Holders
3,103
Holders Change
-61
Holders Change %
-1.93%
% of All Funds
54%
Holding in Top 10
221
Holding in Top 10 Change
-103
Holding in Top 10 Change %
-31.79%
% of All Funds
3.85%
New
129
Increased
1,485
Reduced
1,133
Closed
153
Calls
$5.56B
Puts
$8.49B
Net Calls
-$2.93B
Net Calls Change
-$2.58B

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.51B
2
BlackRock
BlackRock
New York
+$535M
3
SG Americas Securities
SG Americas Securities
New York
+$257M
4
State Street
State Street
Massachusetts
+$244M
5
SGA
Sustainable Growth Advisers
Connecticut
+$227M

Top Sellers

Rank Fund Capital Flow
1
WRCM
Whale Rock Capital Management
Massachusetts
-$368M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$361M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$357M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$301M
5
Bank of America
Bank of America
North Carolina
-$278M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.5B +$49.4M +274,879 +3%
UBS Group
27
UBS Group
Switzerland
$1.5B +$105M +583,372 +7%
Charles Schwab
28
Charles Schwab
California
$1.44B +$24.7M +137,380 +2%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$1.37B +$11M +61,213 +0.8%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.3B +$79M +439,300 +6%
EVM
31
Eaton Vance Management
Massachusetts
$1.25B +$16.4M +91,337 +1%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$1.18B -$24.9M -138,599 -2%
Ameriprise
33
Ameriprise
Minnesota
$1.09B +$14.5M +80,769 +1%
PPA
34
Parametric Portfolio Associates
Washington
$1.06B +$30M +166,901 +3%
Amundi
35
Amundi
France
$1.04B +$1.06B +5,896,601 New
Coatue Management
36
Coatue Management
New York
$1.03B -$38.5M -213,951 -4%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$1.03B +$60.9M +338,377 +6%
LT
38
Lindsell Train
United Kingdom
$983M +$70.4M +391,250 +8%
Deutsche Bank
39
Deutsche Bank
Germany
$923M -$64.7M -359,636 -6%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$821M -$88.2M -490,429 -9%
AllianceBernstein
41
AllianceBernstein
Tennessee
$819M -$45.3M -251,720 -5%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$799M +$26.5M +147,252 +4%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$751M -$31.7M -176,521 -4%
KBC Group
44
KBC Group
Belgium
$745M +$108M +601,508 +17%
CS
45
Credit Suisse
Switzerland
$743M +$16.4M +91,056 +2%
MCMC
46
Matrix Capital Management Company
New Hampshire
$738M – – –
TP
47
Third Point
New York
$729M -$8.99M -50,000 -1%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$720M -$10.9M -60,713 -1%
Eagle Capital Management (New York)
49
Eagle Capital Management (New York)
New York
$693M -$232K -1,292 -0%
Barclays
50
Barclays
United Kingdom
$684M +$116M +646,730 +20%
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DIS Hedge Fund Activity: Q2 2021 in Review

3,103 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q2 2021, worth a combined $208B — down 4.6% from $218B a quarter earlier.

Sellers outnumbered buyers: 153 funds closed out of DIS and 129 opened new positions — a net loss of 24 holders — while 1,133 trimmed existing stakes and 1,485 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.51B. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $368M sold.

  • 3,103 institutional investors held Walt Disney (DIS) as of Q2 2021, down from 3,164 in Q1 2021.
  • Funds reported $208B of Walt Disney stock for Q2 2021, down 4.6% quarter-over-quarter.
  • 129 funds opened new Walt Disney positions in Q2 2021 and 153 closed out, a net change of -24 holders.
  • The largest Walt Disney buyer in Q2 2021 was Susquehanna International Group, an estimated $2.51B added.
  • The largest Walt Disney seller in Q2 2021 was Whale Rock Capital Management, an estimated $368M sold.

Based on aggregated 13F filings for Q2 2021.