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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
TF
2576
TRH Financial
Iowa
$496K +$50.2K +272 +11%
EIG
2577
Ellenbecker Investment Group
Wisconsin
$496K +$121K +658 +32%
ME
2578
McIlrath & Eck
Washington
$495K +$10.5K +57 +2%
CG
2579
Corundum Group
Colorado
$495K +$17.2K +93 +4%
YL
2580
YCG LLC
Texas
$494K -$15.9K -86 -3%
AC
2581
Avestar Capital
New York
$494K +$4.61K +25 +0.9%
Financial Engines Advisors
2582
Financial Engines Advisors
California
$494K +$36.1K +196 +8%
WDL
2583
Well Done LLC
Michigan
$493K +$97.6K +529 +25%
PWA
2584
Physician Wealth Advisors
Utah
$492K
KOMWMG
2585
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$492K +$9.59K +52 +2%
MC
2586
Matisse Capital
Oregon
$492K +$492K +2,670 New
ML
2587
McAdam LLC
Pennsylvania
$491K +$19.4K +105 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
2588
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$491K +$491K +2,662 New
TW
2589
Towerpoint Wealth
California
$486K -$23.6K -128 -5%
CCA
2590
Clearwater Capital Advisors
Illinois
$486K -$11.2K -61 -2%
NA
2591
Navellier & Associates
Nevada
$485K -$36.9K -200 -7%
AC
2592
Apella Capital
Connecticut
$485K
PA
2593
Parkside Advisors
California
$485K +$9.22K +50 +2%
PCM
2594
Perritt Capital Management
Illinois
$483K -$5.53K -30 -1%
AAM
2595
AMI Asset Management
California
$483K
LA
2596
Latitude Advisors
Florida
$482K -$4.24K -23 -0.9%
LAM
2597
LifePro Asset Management
California
$481K -$115K -624 -19%
PC
2598
Peavine Capital
Nevada
$481K
NS
2599
Newman & Schimel
Illinois
$481K +$223K +1,209 +86%
OR
2600
Olympiad Research
Connecticut
$480K -$35.6K -193 -7%

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.