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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
Primecap Management
51
Primecap Management
California
$682M -$10.2M -55,450 -1%
KBC Group
52
KBC Group
Belgium
$671M +$151M +818,434 +29%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$671M +$12.6M +68,241 +2%
Capital World Investors
54
Capital World Investors
California
$663M +$3.06M +16,590 +0.5%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$650M -$3.68M -19,940 -0.6%
American Century Companies
56
American Century Companies
Missouri
$624M -$87.9M -476,528 -12%
Diamond Hill Capital Management
57
Diamond Hill Capital Management
Ohio
$610M +$32.2M +174,485 +6%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$606M +$32.9M +178,170 +6%
Barclays
59
Barclays
United Kingdom
$599M +$91.4M +495,598 +18%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$583M -$62.4M -338,129 -10%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$577M +$37.2M +201,693 +7%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$565M -$18.9M -102,627 -3%
Citigroup
63
Citigroup
New York
$558M +$78.9M +428,098 +16%
Stifel Financial
64
Stifel Financial
Missouri
$548M +$7.83M +42,435 +1%
DZ Bank
65
DZ Bank
Germany
$514M +$418M +2,266,011 +436%
RCG
66
Ruane, Cunniff & Goldfarb
New York
$503M -$7.96M -43,168 -2%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$473M -$13.8M -74,665 -3%
Principal Financial Group
68
Principal Financial Group
Iowa
$467M -$33.6M -182,162 -7%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$460M +$9.89M +53,633 +2%
SGA
70
Sustainable Growth Advisers
Connecticut
$457M +$251M +1,361,257 +122%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$432M +$74.2M +402,491 +21%
National Pension Service
72
National Pension Service
South Korea
$431M +$7.3M +39,558 +2%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$427M +$58.2M +315,843 +16%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$427M -$13.1M -70,995 -3%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$425M -$21.1M -114,449 -5%

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.