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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
Aviva
151
Aviva
United Kingdom
$163M +$41.8M +226,882 +34%
Citadel Advisors
152
Citadel Advisors
Florida
$160M -$324M -1,757,461 -67%
HHII
153
H&H International Investment
California
$154M -$36.9M -199,900 -19%
CK
154
Cohen Klingenstein
New York
$154M -$103K -560 -0.1%
Osaic Holdings
155
Osaic Holdings
Arizona
$154M +$11.5M +62,105 +8%
LWCFA
156
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$149M +$953K +5,165 +0.6%
SIM
157
Sprucegrove Investment Management
Ontario, Canada
$149M -$21.3M -115,600 -13%
Treasurer of the State of North Carolina
158
Treasurer of the State of North Carolina
North Carolina
$146M +$532K +2,887 +0.4%
Natixis Advisors
159
Natixis Advisors
Massachusetts
$146M +$13.4M +72,725 +10%
CIBC World Market
160
CIBC World Market
Ontario, Canada
$144M -$24.4M -132,055 -14%
ACM
161
Alta Capital Management
Utah
$141M +$61M +330,886 +76%
Nomura Asset Management
162
Nomura Asset Management
Japan
$141M -$9.4K -51 -0%
Mitsubishi UFJ Asset Management
163
Mitsubishi UFJ Asset Management
Japan
$136M +$13.4M +72,669 +11%
SC
164
Scotia Capital
Ontario, Canada
$136M +$26.4M +143,322 +24%
Axa
165
Axa
France
$133M +$74M +401,476 +125%
MSE
166
MUFG Securities EMEA
United Kingdom
$133M +$23.3M +126,594 +21%
KFC
167
Klingenstein Fields & Co
New York
$133M -$6.49M -35,218 -5%
MWNA
168
Marshall Wace North America
New York
$132M +$59.9M +324,593 +83%
RCAMU
169
Rothschild & Co Asset Management US
Connecticut
$131M +$4.33M +23,465 +3%
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$129M +$4.24M +22,981 +3%
TCG
171
Tremblant Capital Group
Florida
$128M -$23.3M -126,274 -15%
Royal London Asset Management
172
Royal London Asset Management
United Kingdom
$125M -$1.47M -7,991 -1%
PAM
173
Panagora Asset Management
Massachusetts
$125M +$8.86M +48,043 +8%
Calamos Advisors
174
Calamos Advisors
Illinois
$124M +$5.17M +28,049 +4%
SCM
175
Shapiro Capital Management
Georgia
$123M -$161K -875 -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.