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
Vanguard Group
1
Vanguard Group
Pennsylvania
$25B -$1.85B -10,030,529 -7%
BlackRock
2
BlackRock
New York
$21.5B +$237M +1,287,439 +1%
State Street
3
State Street
Massachusetts
$13B -$140M -758,736 -1%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$7.05B
Morgan Stanley
5
Morgan Stanley
New York
$5.92B -$6.81M -36,906 -0.1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$5.74B +$1.33B +7,199,830 +30%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.99B +$152M +823,137 +3%
Bank of America
8
Bank of America
North Carolina
$4.85B +$384M +2,082,878 +9%
Northern Trust
9
Northern Trust
Illinois
$4.3B -$75M -406,631 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$4.05B -$40.9M -221,585 -1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$3.91B +$311M +1,685,039 +9%
Norges Bank
12
Norges Bank
Norway
$3.12B +$57.6M +312,550 +2%
Franklin Resources
13
Franklin Resources
California
$2.43B -$214M -1,160,669 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.27B -$139M -751,810 -6%
N
15
Nuveen
North Carolina
$2.18B -$78M -423,110 -3%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$2.09B -$51M -276,366 -2%
Goldman Sachs
17
Goldman Sachs
New York
$1.96B +$320M +1,735,523 +19%
Legal & General Group
18
Legal & General Group
United Kingdom
$1.94B -$20.4M -110,644 -1%
Wells Fargo
19
Wells Fargo
California
$1.93B -$52.6M -285,378 -3%
Invesco
20
Invesco
Georgia
$1.92B +$107M +580,696 +6%
Fisher Asset Management
21
Fisher Asset Management
Washington
$1.91B +$84M +455,393 +5%
UBS AM
22
UBS AM
Illinois
$1.77B +$59.7M +323,467 +3%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$1.73B -$104M -563,605 -6%
ClearBridge Investments
24
ClearBridge Investments
New York
$1.65B -$50.1M -271,695 -3%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.53B +$455M +2,465,172 +42%

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.