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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
VAM
126
Vontobel Asset Management
New York
$212M -$74.9M -405,891 -27%
SCM
127
Suvretta Capital Management
New York
$212M +$211M +1,146,508 New
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$212M +$4.59M +24,870 +2%
Retirement Systems of Alabama
129
Retirement Systems of Alabama
Alabama
$210M -$9.06M -49,140 -4%
Luther King Capital Management (LKCM)
130
Luther King Capital Management (LKCM)
Texas
$208M +$1.11M +6,030 +0.5%
Winslow Capital Management
131
Winslow Capital Management
Minnesota
$207M -$78.3M -424,814 -27%
SC
132
Samlyn Capital
New York
$207M -$81.1M -439,785 -28%
Bank of Nova Scotia
133
Bank of Nova Scotia
Ontario, Canada
$206M -$43.1M -233,574 -17%
Mackenzie Financial
134
Mackenzie Financial
Ontario, Canada
$202M +$100M +544,572 +99%
State of New Jersey Common Pension Fund D
135
State of New Jersey Common Pension Fund D
New Jersey
$200M -$9.74M -52,790 -5%
Brown Advisory
136
Brown Advisory
Maryland
$198M -$9.82M -53,254 -5%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$196M +$4.85M +26,291 +3%
William Blair & Company
138
William Blair & Company
Illinois
$194M +$9.65M +52,323 +5%
Asset Management One
139
Asset Management One
Japan
$192M -$3.39M -18,380 -2%
MPI
140
Mairs & Power Inc
Minnesota
$190M -$17.6M -95,220 -8%
TCA
141
Taconic Capital Advisors
New York
$188M -$43.3M -235,000 -19%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$186M +$2.19M +11,867 +1%
Jennison Associates
143
Jennison Associates
New York
$177M +$8.26M +44,765 +5%
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$176M +$119M +647,332 +213%
State of Tennessee, Department of Treasury
145
State of Tennessee, Department of Treasury
Tennessee
$175M +$1.03M +5,591 +0.6%
SP
146
Sarasin & Partners
United Kingdom
$173M +$2.87M +15,552 +2%
Aberdeen Group
147
Aberdeen Group
United Kingdom
$170M -$182M -989,518 -52%
SO
148
STRS Ohio
Ohio
$169M -$5.38M -29,162 -3%
IIP
149
Intermede Investment Partners
United Kingdom
$168M +$5.07M +27,480 +3%
SAM
150
Storebrand Asset Management
Norway
$164M +$113K +613 +0.1%

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.