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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
MCG
2676
MACRO Consulting Group
New Jersey
$420K +$55.5K +301 +15%
WBG
2677
Wharton Business Group
Pennsylvania
$419K -$12K -65 -3%
CCFM
2678
Clear Creek Financial Management
Washington
$418K -$3.27M -17,751 -89%
CST
2679
Charles Schwab Trust
Nevada
$418K -$24.7K -134 -6%
PWA
2680
Phoenix Wealth Advisors
North Carolina
$417K
NA
2681
Nottingham Advisors
New York
$416K -$9.22K -50 -2%
KIG
2682
Kowal Investment Group
Wisconsin
$416K -$4.24K -23 -1%
PP
2683
Pegasus Partners
Wisconsin
$416K +$141K +765 +51%
PWC
2684
PYA Waltman Capital
Tennessee
$415K
OPOWM
2685
One Plus One Wealth Management
Florida
$415K +$415K +2,249 New
RCM
2686
Ratan Capital Management
Florida
$415K +$415K +2,250 New
SFG
2687
StrategIQ Financial Group
Indiana
$414K +$2.03K +11 +0.5%
FCIM
2688
Fairview Capital Investment Management
California
$413K
RC
2689
Rinet Company
Massachusetts
$413K +$413K +2,240 New
SB
2690
Strategic Blueprint
Georgia
$411K +$60.5K +328 +17%
ACM
2691
AUA Capital Management
Pennsylvania
$409K
AA
2692
Alesco Advisors
New York
$409K +$1.84K +10 +0.5%
PFA
2693
Pathway Financial Advisors
Vermont
$407K
GWA
2694
GGM Wealth Advisors
Maryland
$406K -$46.7K -253 -10%
MAG
2695
Mayfair Advisory Group
Alabama
$405K
SRC
2696
Sage Rhino Capital
California
$405K +$12.4K +67 +3%
HC
2697
Henshaw Capital
Massachusetts
$404K +$179K +973 +80%
POIA
2698
Pin Oak Investment Advisors
Texas
$404K
HNW
2699
High Note Wealth
Minnesota
$402K
TCPWM
2700
Traverso Chambers Private Wealth Management
California
$402K +$2.77K +15 +0.7%

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.