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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
LF
2501
Lantz Financial
Illinois
$587K +$16.6K +90 +3%
KCA
2502
Karn Couzens & Associates
Connecticut
$586K -$27.7K -150 -5%
BOS
2503
Bingham Osborn & Scarborough
California
$586K -$20.5K -111 -3%
CA
2504
CGN Advisors
Kansas
$582K -$80.2K -435 -12%
FC
2505
Fusion Capital
South Carolina
$582K -$11.1K -60 -2%
SFG
2506
Sovereign Financial Group
Connecticut
$579K +$81.9K +444 +16%
MWM
2507
Merriman Wealth Management
Washington
$578K -$82.6K -448 -13%
SPWG
2508
Sage Private Wealth Group
Illinois
$575K -$141K -766 -20%
EA
2509
Eclectic Associates
California
$574K -$20.1K -109 -3%
MPM
2510
Meritage Portfolio Management
Kansas
$572K
EGM
2511
Engineers Gate Manager
New York
$572K +$572K +3,099 New
WFMPM
2512
Woodley Farra Manion Portfolio Management
Indiana
$571K +$230K +1,245 +67%
ARTA
2513
A.R.T. Advisors
New York
$571K +$571K +3,097 New
AFA
2514
Atlanta Financial Associates
Georgia
$570K
ECAM
2515
East Coast Asset Management
Massachusetts
$570K
JMFC
2516
J.M. Forbes & Co
Massachusetts
$569K -$36.9K -200 -6%
KM
2517
Kalos Management
Georgia
$569K +$201K +1,088 +53%
PD
2518
Planning Directions
Pennsylvania
$567K -$13.8K -75 -2%
GFP
2519
Gryphon Financial Partners
Ohio
$567K +$16.6K +90 +3%
EBSAM
2520
Eubel Brady & Suttman Asset Management
Ohio
$566K +$565K +3,066 New
SOW
2521
State of Wyoming
Wyoming
$566K +$566K +3,069 New
PCG
2522
Private Capital Group
Connecticut
$564K -$489K -2,652 -46%
HI
2523
Hudock Inc
Pennsylvania
$563K +$14.4K +78 +3%
SFWA
2524
Summit Financial Wealth Advisors
Louisiana
$561K -$23.1K -125 -4%
WIM
2525
Westside Investment Management
California
$556K -$104K -563 -3%

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.