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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
Edgewood Management
2601
Edgewood Management
Connecticut
$480K
NCM
2602
Northwest Capital Management
Oregon
$479K
Wealth Enhancement Advisory Services
2603
Wealth Enhancement Advisory Services
Minnesota
$479K +$139K +752 +42%
BEI
2604
Benjamin Edwards Inc
Missouri
$478K +$456K +2,474 +2,151%
EIA
2605
Eldridge Investment Advisors
New Hampshire
$477K
APWA
2606
Atlas Private Wealth Advisors
New Jersey
$477K +$40.6K +220 +9%
SCA
2607
Stuart Chaussee & Associates
California
$476K +$2.4K +13 +0.5%
TCM
2608
Towercrest Capital Management
Pennsylvania
$474K -$2.77K -15 -0.6%
IFO
2609
Independent Family Office
New York
$474K
PMG
2610
Private Management Group
California
$473K +$25.3K +137 +6%
ACP
2611
Arcus Capital Partners
Georgia
$472K -$25.4K -138 -5%
SCM
2612
SKBA Capital Management
California
$469K -$9.22K -50 -2%
CC
2613
Caxton Corporation
New Jersey
$469K +$124K +674 +36%
PFA
2614
Pinnacle Family Advisors
Missouri
$468K -$14.4K -78 -3%
HFP
2615
Holistic Financial Partners
Indiana
$466K -$77.1K -418 -14%
FA
2616
Financial Advisors
Massachusetts
$466K +$85.8K +465 +23%
DS
2617
DRW Securities
Illinois
$466K +$195K +1,060 +72%
MC
2618
Miramar Capital
Illinois
$465K -$181K -983 -28%
FNBSF
2619
First National Bank Sioux Falls
South Dakota
$464K
AI
2620
AXS Investments
New York
$464K +$464K +2,517 New
PPWM
2621
PFG Private Wealth Management
Florida
$461K -$247K -1,341 -35%
FWP
2622
Firethorn Wealth Partners
Georgia
$461K -$14.8K -80 -3%
TP
2623
Tranquility Partners
Tennessee
$461K
LD
2624
Lipe & Dalton
New York
$461K +$22.1K +120 +5%
William Blair Investment Management
2625
William Blair Investment Management
Illinois
$461K +$460K +2,496 New

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.