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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
YAM
76
Yacktman Asset Management
Texas
$418M -$17M -92,012 -4%
RJA
77
Raymond James & Associates
Florida
$409M +$14.3M +77,737 +4%
Lord, Abbett & Co
78
Lord, Abbett & Co
New Jersey
$403M +$166M +902,657 +70%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$392M -$17.8M -96,472 -4%
1832 Asset Management
80
1832 Asset Management
Ontario, Canada
$381M +$366M +1,986,685 +3,277%
Assenagon Asset Management
81
Assenagon Asset Management
Luxembourg
$372M +$280M +1,519,885 +307%
TD Asset Management
82
TD Asset Management
Ontario, Canada
$371M +$50.6M +274,301 +16%
PI
83
Putnam Investments
Massachusetts
$370M +$224M +1,214,546 +154%
WRCM
84
Whale Rock Capital Management
Massachusetts
$368M -$184M -1,000,255 -33%
OAG
85
Orbis Allan Gray
Bermuda
$364M -$51.9M -281,193 -12%
Chevy Chase Trust
86
Chevy Chase Trust
Maryland
$364M -$16.1M -87,389 -4%
Korea Investment Corp
87
Korea Investment Corp
South Korea
$362M -$53.1M -288,150 -13%
Lazard Asset Management
88
Lazard Asset Management
New York
$356M -$314K -1,703 -0.1%
MG
89
Markel Group
Virginia
$344M +$66.4K +360 +0%
AT
90
AMF Tjänstepension
Sweden
$340M -$9.47M -51,368 -3%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$332M -$30.6M -165,859 -9%
APG Asset Management
92
APG Asset Management
Netherlands
$329M -$108M -583,070 -22%
Prudential Financial
93
Prudential Financial
New Jersey
$328M +$55.3M +299,967 +20%
Truist Financial
94
Truist Financial
North Carolina
$320M +$2.67M +14,498 +0.8%
KeyBank National Association
95
KeyBank National Association
Ohio
$307M +$1.8M +9,756 +0.6%
JMPWA
96
JP Morgan Private Wealth Advisors
California
$307M +$8.11M +43,983 +3%
Fayez Sarofim & Co
97
Fayez Sarofim & Co
Texas
$299M -$4.78M -25,908 -2%
Canada Life
98
Canada Life
Manitoba, Canada
$298M -$61.8M -335,376 -17%
BNP Paribas Asset Management
99
BNP Paribas Asset Management
France
$290M +$43.9M +238,019 +18%
Swedbank
100
Swedbank
Sweden
$289M -$11.9M -64,369 -4%

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.