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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
VOYA Investment Management
101
VOYA Investment Management
Georgia
$277M -$9.91M -53,744 -3%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$274M -$12.3M -66,603 -4%
MCM
103
Marsico Capital Management
Colorado
$263M +$59.7M +323,981 +29%
Arrowstreet Capital
104
Arrowstreet Capital
Massachusetts
$259M +$259M +1,405,154 New
LPL Financial
105
LPL Financial
California
$254M +$22.9M +124,138 +10%
DekaBank Deutsche Girozentrale
106
DekaBank Deutsche Girozentrale
Germany
$249M +$2.71M +14,695 +1%
PAMU
107
Pictet Asset Management (UK)
United Kingdom
$248M +$25.5M +138,185 +11%
Schroder Investment Management Group
108
Schroder Investment Management Group
United Kingdom
$248M +$19.2M +104,375 +8%
Millennium Management
109
Millennium Management
New York
$247M -$257M -1,392,941 -51%
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$246M -$47.3M -256,359 -16%
Renaissance Technologies
111
Renaissance Technologies
New York
$245M +$245M +1,327,069 New
US Bancorp
112
US Bancorp
Minnesota
$244M -$1.01M -5,459 -0.4%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$242M +$69.3M +375,770 +40%
N
114
Natixis
France
$242M -$13.9M -75,271 -5%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$240M +$58.5M +317,100 +32%
HL
116
Harding Loevner
New Jersey
$230M -$16.9M -91,766 -7%
EHC
117
Everett Harris & Co
California
$227M -$4.95M -26,866 -2%
Capital Research Global Investors
118
Capital Research Global Investors
California
$227M +$227M +1,231,575 New
Robeco Institutional Asset Management
119
Robeco Institutional Asset Management
Netherlands
$224M -$14.2M -77,168 -6%
Federated Hermes
120
Federated Hermes
Pennsylvania
$224M +$25M +135,577 +13%
HighTower Advisors
121
HighTower Advisors
Illinois
$219M +$219M +1,185,641 New
Mirae Asset Global Investments
122
Mirae Asset Global Investments
South Korea
$218M +$86.6M +469,648 +66%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$215M +$17.4M +94,183 +9%
Mitsubishi UFJ Trust & Banking
124
Mitsubishi UFJ Trust & Banking
Japan
$214M -$51M -276,667 -19%
DCP
125
D1 Capital Partners
New York
$212M -$642M -3,483,069 -75%

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.