We are live on ! Find out more
DIS icon

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
SRIM
176
Saratoga Research & Investment Management
California
$121M -$26.1M -141,745 -18%
BCWM
177
Bartlett & Co Wealth Management
Ohio
$121M -$1.39M -7,554 -1%
BC
178
Bartlett & Co
Ohio
$121M -$1.39M -7,554 -1%
UCFA
179
United Capital Financial Advisors
Texas
$119M -$8.39M -45,469 -7%
M&T Bank
180
M&T Bank
New York
$116M +$7.76M +42,098 +7%
GIA
181
Gateway Investment Advisers
Ohio
$111M -$2.65M -14,383 -2%
PP
182
Prudential plc
United Kingdom
$111M +$38.7K +210 +0%
ASC
183
Atalanta Sosnoff Capital
New York
$109M +$25.3M +137,423 +30%
Creative Planning
184
Creative Planning
Kansas
$106M +$2.92M +15,828 +3%
ACI
185
AMP Capital Investors
Australia
$105M +$4.45M +24,151 +4%
Kovitz Investment Group Partners
186
Kovitz Investment Group Partners
Illinois
$105M -$31.3M -169,737 -23%
CCM
187
Causeway Capital Management
California
$105M +$3.65M +19,815 +4%
NSLI
188
Nan Shan Life Insurance
Taiwan
$105M +$24.2M +131,000 +30%
NAMA
189
Nikko Asset Management Americas
New York
$105M +$37M +200,502 +55%
NB
190
Norinchukin Bank
Japan
$104M -$12.7M -68,960 -11%
O
191
Ossiam
France
$103M +$38M +205,840 +58%
GI
192
GAMCO Investors
Connecticut
$101M -$3.79M -20,561 -4%
CLOS
193
Compagnie Lombard Odier SCmA
Switzerland
$100M -$40.5M -219,424 -29%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$99.5M -$947K -5,137 -0.9%
FAF
195
Fjarde Ap-fonden
Sweden
$98.4M +$369K +2,000 +0.4%
WHG
196
Westwood Holdings Group
Texas
$98.4M -$5.23M -28,342 -5%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$97.8M +$2.18M +11,847 +2%
RGI
198
River Global Investors
United Kingdom
$96.9M -$52.1M -282,507 -35%
GF
199
Gabelli Funds
New York
$96M +$313K +1,695 +0.3%
CS
200
Candriam SCA
Luxembourg
$96M

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.