Walt Disney
DIS
3,166 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, 1,345 increasing their positions, 1,305 reducing their positions, and 128 closing their positions.
69% more first-time investments, than exits
New positions opened: 216 | Existing positions closed: 128
2% more funds holding
Funds holding: 3,113 → 3,166 (+53)
3% more repeat investments, than reductions
Existing positions increased: 1,345 | Existing positions reduced: 1,305
1% more capital invested
Capital invested by funds: $216B → $218B (+$2.3B)
0.68% less ownership
Funds ownership: 65.75% → 65.08% (-0.68%)
5% less call options, than puts
Call options by funds: $6.95B | Put options by funds: $7.31B
21% less funds holding in top 10
Funds holding in top 10: 409 → 324 (-85)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.33B |
| 2 |
JP Morgan Chase
New York
|
+$455M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$418M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$384M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$366M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.85B |
| 2 |
Coatue Management
New York
|
-$917M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$774M |
| 4 |
DCP
D1 Capital Partners
New York
|
-$642M |
| 5 |
JCAM
Jericho Capital Asset Management
New York
|
-$349M |
DIS Hedge Fund Activity: Q1 2021 in Review
3,166 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2021, worth a combined $218B — up 1.1% from $216B a quarter earlier.
Buyers outnumbered sellers: 216 funds opened new DIS positions and 128 closed out — a net gain of 88 holders — while 1,345 added to existing stakes and 1,305 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.33B. The largest seller was Vanguard Group, cutting an estimated $1.85B.
- 3,166 institutional investors held Walt Disney (DIS) as of Q1 2021, up from 3,113 in Q4 2020.
- Funds reported $218B of Walt Disney stock for Q1 2021, up 1.1% 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.