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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
ESCM
2726
Echo Street Capital Management
New York
$383K -$14K -76 -4%
QTM
2727
qPULA Trading Management
New York
$382K +$382K +2,071 New
TB
2728
Terril Brothers
Missouri
$381K -$13.3K -72 -3%
TIM
2729
Tortoise Investment Management
New York
$379K
CSM
2730
CAMG Solamere Management
North Carolina
$378K -$160K -865 -30%
GIM
2731
Greylin Investment Management
Virginia
$378K
SAG
2732
Spotlight Asset Group
Illinois
$378K +$25.3K +137 +7%
EGA
2733
E&G Advisors
Texas
$377K -$909K -4,930 -71%
CCM
2734
Carlson Capital Management
Minnesota
$376K +$60.1K +326 +19%
ADMI
2735
Albert D. Mason Inc
Massachusetts
$375K
WIA
2736
World Investment Advisors
California
$374K +$2.03K +11 +0.5%
SAM
2737
S.A. Mason
Michigan
$373K +$184 +1 +0%
CM
2738
Castleark Management
Illinois
$369K
Verition Fund Management
2739
Verition Fund Management
Connecticut
$368K -$220K -1,195 -37%
GA
2740
Geller Advisors
New York
$368K +$27.8K +151 +8%
GI
2741
Glovista Investments
New Jersey
$366K +$365K +1,981 New
KPWG
2742
KFA Private Wealth Group
Virginia
$365K +$43.7K +237 +14%
AWS
2743
Arkfeld Wealth Strategies
Nebraska
$364K -$148K -800 -29%
GCP
2744
Gill Capital Partners
Colorado
$364K +$21.4K +116 +6%
BWP
2745
Bernardo Wealth Planning
Pennsylvania
$363K -$667K -3,616 -65%
BC
2746
Brio Consultants
California
$363K
CC
2747
Copperleaf Capital
North Carolina
$362K -$92.9K -504 -20%
CFA
2748
Capstone Financial Advisors
Illinois
$361K -$87.8K -476 -20%
EE
2749
EWG Elevate
California
$361K -$1.48K -8 -0.4%
CCM
2750
Chickasaw Capital Management
Tennessee
$361K

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.