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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
DA
2626
DSC Advisors
Illinois
$461K +$461K +2,498 New
SAM
2627
Security Asset Management
New York
$460K
QCIG
2628
Quad-Cities Investment Group
Iowa
$459K
FPWM
2629
FSB Premier Wealth Management
Iowa
$459K +$2.77K +15 +0.6%
FSC
2630
Full Sail Capital
Oklahoma
$459K +$38.9K +211 +10%
SAM
2631
Selway Asset Management
$458K -$4.4M -23,856 -91%
FFWM
2632
Future Financial Wealth Management
Ohio
$456K -$304K -1,650 -40%
PAA
2633
Peregrine Asset Advisers
Oregon
$456K +$51.6K +280 +13%
PA
2634
PSI Advisors
Florida
$455K -$905K -4,905 -67%
IC
2635
Investment Counsel
Michigan
$455K -$235K -1,275 -34%
SPIO
2636
Seven Post Investment Office
California
$454K -$27.7K -150 -6%
AMG
2637
Advisors Management Group
Wisconsin
$454K
AWA
2638
Aaron Wealth Advisors
Illinois
$453K +$51.3K +278 +13%
SAM
2639
Summit Asset Management
Tennessee
$451K +$1.48K +8 +0.3%
LWP
2640
Legacy Wealth Planning
Nevada
$451K +$14.4K +78 +3%
SWP
2641
Summit Wealth Partners
Florida
$450K +$36.9K +200 +9%
BA
2642
Ballast Advisors
Minnesota
$449K -$18.4K -100 -4%
LWMG
2643
Levy Wealth Management Group
Pennsylvania
$449K
QCM
2644
Quest Capital Management
Texas
$446K -$34.1K -185 -7%
SIAG
2645
Safeguard Investment Advisory Group
California
$445K -$6.46K -35 -1%
AL
2646
ADE LLC
Maryland
$445K
CI
2647
CX Institutional
Indiana
$444K +$8.3K +45 +2%
SNBOSD
2648
Security National Bank of So Dak
Iowa
$444K +$34.7K +188 +8%
MRI
2649
Mad River Investors
Massachusetts
$443K
FMTCOCP
2650
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$443K +$60.3K +327 +16%

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.