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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
SICM
2651
Sustainable Insight Capital Management
New York
$441K -$40.8K -221 -8%
BCM
2652
Bienville Capital Management
New York
$441K
CHA
2653
Carmichael Hill & Associates
Maryland
$441K
SAMT
2654
Select Asset Management & Trust
Pennsylvania
$441K
PCMC
2655
Private Capital Management (Colorado)
Colorado
$441K +$8.48K +46 +2%
OPWM
2656
Oxinas Partners Wealth Management
Indiana
$441K +$19.9K +108 +5%
AWMG
2657
Alliance Wealth Management Group
New Jersey
$440K -$2.77K -15 -0.6%
LSC
2658
Lesa Sroufe & Co
Washington
$439K
SAS
2659
Sanford Advisory Services
Michigan
$439K
MIC
2660
Meridian Investment Counsel
California
$438K -$2.58K -14 -0.6%
OKSA
2661
O'Keefe Stevens Advisory
New York
$435K
CRCM
2662
Corbett Road Capital Management
Virginia
$433K +$433K +2,346 New
AWP
2663
Abacus Wealth Partners
California
$432K -$27.5K -149 -6%
BWCS
2664
Beirne Wealth Consulting Services
Connecticut
$430K -$287K -1,557 -40%
GB
2665
Goepper Burkhardt
South Carolina
$429K -$2.03K -11 -0.5%
PP
2666
Patron Partners
Texas
$429K +$204K +1,104 +90%
CCA
2667
Column Capital Advisors
Indiana
$428K +$4.61K +25 +1%
PAM
2668
Paradigm Asset Management
New York
$424K -$36.9K -200 -8%
HWA
2669
Hilltop Wealth Advisors
North Carolina
$424K -$111K -600 -21%
CA
2670
Capital Advantage
California
$424K +$21K +114 +5%
MWM
2671
Mascoma Wealth Management
New Hampshire
$423K -$36.9K -200 -8%
AP
2672
Adero Partners
California
$423K +$139K +755 +49%
AG
2673
Appleton Group
Wisconsin
$423K +$422K +2,290 New
SIA
2674
Sit Investment Associates
Minnesota
$421K
BIP
2675
Blueprint Investment Partners
North Carolina
$421K +$420K +2,277 +113,850%

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.