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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
PCA
201
Personal Capital Advisors
California
$95.7M +$2.9M +15,702 +3%
BFS
202
Bradley Foster & Sargent
Connecticut
$95.5M -$2.2M -11,926 -2%
ASRS
203
Arizona State Retirement System
Arizona
$94.1M -$2.07M -11,204 -2%
Nordea Investment Management
204
Nordea Investment Management
Sweden
$93.9M +$50.2M +272,158 +116%
NIPH
205
NN Investment Partners Holdings
Netherlands
$92.5M -$3.38M -18,318 -4%
DC
206
Davenport & Co
Virginia
$91.9M -$17.6M -95,574 -16%
CAM
207
Cacti Asset Management
Georgia
$91.2M +$13.3K +72 +0%
DLA
208
Douglas Lane & Associates
New York
$91M -$1.21M -6,559 -1%
AIM
209
Artemis Investment Management
United Kingdom
$90.5M +$16.2M +87,640 +22%
OTPPB
210
Ontario Teachers' Pension Plan Board
Ontario, Canada
$90.3M +$90.3M +489,431 New
HF
211
HRT Financial
New York
$89.4M +$86.7M +470,237 +3,254%
LFDLE
212
La Financiere de L'Echiquier
France
$89.2M +$27.4M +148,589 +44%
Man Group
213
Man Group
United Kingdom
$89.2M +$78.7M +426,760 +754%
Dodge & Cox
214
Dodge & Cox
California
$89.2M -$4.11M -22,273 -4%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$88.7M +$4.64M +25,164 +6%
Jane Street
216
Jane Street
New York
$88M -$126M -685,419 -59%
CWM
217
CIBC World Markets
New York
$87.7M -$26.8M -145,459 -23%
Victory Capital Management
218
Victory Capital Management
Texas
$87.5M -$1.42M -7,702 -2%
SFFS
219
Stonehage Fleming Financial Services
Jersey
$87.3M -$4.99M -27,083 -5%
JIC
220
Johnson Investment Counsel
Ohio
$87.1M -$25.1M -136,093 -22%
WGAM
221
Wilkinson Global Asset Management
New York
$87.1M +$87M +472,013 New
CIM
222
CCLA Investment Management
United Kingdom
$87.1M -$4.06M -22,013 -4%
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$86.8M -$457K -2,480 -0.5%
Mariner
224
Mariner
Kansas
$86.3M +$14.1M +76,435 +20%
SOMRS
225
State of Michigan Retirement System
Michigan
$85.8M +$55.3K +300 +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.