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
VCAM
626
Van Cleef Asset Management
Ohio
$15.7M -$163K -886 -1%
MRCM
627
M&R Capital Management
New Jersey
$15.6M -$291K -1,577 -2%
AAM
628
Autus Asset Management
Arizona
$15.6M +$601K +3,258 +4%
ABC
629
Associated Banc-Corp
Wisconsin
$15.5M -$4.16M -22,577 -12%
SCA
630
Spearhead Capital Advisors
Florida
$15.4M -$3.06M -16,585 -17%
PAM
631
Peak Asset Management
Colorado
$15.4M -$1.13M -6,147 -7%
BAPIM
632
British Airways Pensions Investment Management
United Kingdom
$15.3M -$915K -4,964 -6%
CAM
633
Carret Asset Management
New York
$15.3M -$294K -1,595 -2%
CWM
634
Cabot Wealth Management
Massachusetts
$15.2M +$286K +1,553 +2%
SCA
635
Snowden Capital Advisors
New York
$15.2M +$956K +5,185 +7%
NMIMC
636
Northwestern Mutual Investment Management Company
Wisconsin
$15.2M -$3.15M -17,065 -17%
CA
637
CapWealth Advisors
Tennessee
$15.2M +$6.27K +34 +0%
MYAM
638
Meiji Yasuda Asset Management
Japan
$15.1M +$2.13M +11,526 +16%
RIL
639
Rothschild Investment LLC
Illinois
$15.1M +$158K +855 +1%
ZDA
640
Zweig-DiMenna Associates
New York
$15.1M +$1.85M +10,045 +14%
DWT
641
Dorsey & Whitney Trust
South Dakota
$15M -$628K -3,403 -4%
CIS
642
Connors Investor Services
Pennsylvania
$15M -$6.67M -36,192 -31%
V
643
Veritable
Delaware
$15M -$167K -905 -1%
TH
644
TCTC Holdings
Texas
$15M +$29K +157 +0.2%
GCA
645
Greenwood Capital Associates
South Carolina
$15M -$613K -3,326 -4%
MIM
646
Manitou Investment Management
Ontario, Canada
$14.9M -$786K -4,260 -5%
RC
647
Roundview Capital
New Jersey
$14.8M +$37.1K +201 +0.3%
FNBOO
648
First National Bank of Omaha
Nebraska
$14.8M -$244K -1,321 -2%
ERIM
649
Eagle Ridge Investment Management
Connecticut
$14.8M +$175K +949 +1%
WSFS
650
Wilmington Savings Fund Society
Delaware
$14.8M +$3.34M +18,094 +29%

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.