We are live on ! Find out more
DIS icon

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
IAP
2701
Indie Asset Partners
Indiana
$401K -$69.2K -375 -15%
RWMH
2702
Riverpoint Wealth Management Holdings
Illinois
$401K -$3.69K -20 -0.9%
PBF
2703
Petix & Botte Financial
California
$401K -$1.84K -10 -0.5%
CISOA
2704
Capital Investment Services of America
Wisconsin
$401K
CA
2705
Continuum Advisory
Idaho
$401K +$10.5K +57 +3%
DWMG
2706
DB Wealth Management Group
California
$399K
UWM
2707
USAdvisors Wealth Management
Minnesota
$399K
PP
2708
Peconic Partners
New York
$399K +$399K +2,165 New
MFGM
2709
Marshall Financial Group (Maryland)
Maryland
$398K -$60.1K -326 -13%
WFA
2710
Websterrogers Financial Advisors
South Carolina
$398K -$39.3K -213 -9%
AWM
2711
AllSquare Wealth Management
New York
$398K +$111K +600 +39%
EPWM
2712
Essex Private Wealth Management
Massachusetts
$397K -$3.69K -20 -0.9%
FWM
2713
Focused Wealth Management
New York
$396K -$15.7K -85 -4%
WCWM
2714
Willow Creek Wealth Management
California
$396K -$12.7K -69 -3%
CIC
2715
Cutler Investment Counsel
Oregon
$395K +$19.2K +104 +5%
PWM
2716
Prentice Wealth Management
New York
$395K +$395K +2,141 New
PCM
2717
Pennsylvania Capital Management
Pennsylvania
$393K
WC
2718
Whitney & Co
New York
$392K
AWM
2719
Aevitas Wealth Management
Massachusetts
$391K
TA
2720
Trellis Advisors
Washington
$391K +$2.03K +11 +0.5%
DW
2721
Domani Wealth
Pennsylvania
$390K +$103K +557 +36%
PSIWM
2722
Paradigm Strategies in Wealth Management
Minnesota
$390K +$390K +2,116 New
WFA
2723
Wellspring Financial Advisors
Ohio
$389K -$44.8K -243 -6%
DC
2724
Defender Capital
North Carolina
$388K +$13.8K +75 +4%
PAMP
2725
Polar Asset Management Partners
Ontario, Canada
$387K +$386K +2,095 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.