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
MHR
2476
Matthew Hamilton Rosenberg
$613K +$5.72K +31 +0.9%
CG
2477
CFO4Life Group
Texas
$613K +$55.1K +299 +10%
EWA
2478
Encompass Wealth Advisors
Oregon
$611K +$92.2K +500 +18%
ACM
2479
Alethea Capital Management
Washington
$609K
SEP
2480
Southland Equity Partners
Missouri
$607K +$83.4K +452 +16%
CP
2481
Covenant Partners
Tennessee
$606K -$195K -1,057 -24%
ACM
2482
AlphaStar Capital Management
North Carolina
$606K +$44.4K +241 +8%
SIS
2483
Sound Income Strategies
Florida
$606K +$210K +1,137 +53%
TCM
2484
Traynor Capital Management
Pennsylvania
$602K +$41.3K +224 +7%
IFAM
2485
Institutional & Family Asset Management
Colorado
$601K +$42K +228 +8%
JGUA
2486
John G. Ullman & Associates
New York
$600K -$8.3K -45 -1%
BAM
2487
Bellevue Asset Management
Washington
$600K +$19.5K +106 +3%
VAS
2488
Valicenti Advisory Services
New York
$599K +$18.4K +100 +3%
RWA
2489
RGT Wealth Advisors
Texas
$598K -$24K -130 -4%
CWA
2490
Canvas Wealth Advisors
Kansas
$598K +$591K +3,207 New
GA
2491
GoalVest Advisory
New York
$598K +$597K +3,239 New
APW
2492
Austin Private Wealth
Texas
$596K +$15.3K +83 +3%
FA
2493
Fountainhead AM
New Jersey
$595K +$18.6K +101 +3%
BFWA
2494
Benchmark Financial Wealth Advisors
Florida
$594K +$94.4K +512 +19%
BL
2495
BFSG LLC
California
$592K -$16.6K -90 -3%
BSSFA
2496
Baron Silver Stevens Financial Advisors
Florida
$590K -$3.5K -19 -0.6%
CCG
2497
Capital CS Group
California
$590K -$369 -2 -0.1%
RW
2498
Rede Wealth
Virginia
$590K +$5.9K +32 +1%
EFM
2499
E Fund Management
China
$589K +$588K +3,191 New
UCI
2500
Uncommon Cents Investing
Wisconsin
$587K -$12K -65 -2%

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.