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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
FPIS
2801
Financial Planning & Information Services
Wisconsin
$327K
WWMSC
2802
Wagner Wealth Management (South Carolina)
South Carolina
$326K -$8.67K -47 -3%
CAL
2803
Capital Advisors Ltd
Ohio
$326K
RWA
2804
Redhawk Wealth Advisors
Minnesota
$325K -$2.21K -12 -0.7%
HHRDM
2805
H&H Retirement Design & Management
Nevada
$325K +$328K +1,777 New
NQWM
2806
Northwest Quadrant Wealth Management
Oregon
$324K -$23.6K -128 -7%
RC
2807
Reik & Co
New York
$324K +$63.6K +345 +24%
FA
2808
Fermata Advisors
California
$324K +$323K +1,749 New
BB
2809
Bell Bank
North Dakota
$323K -$13.6K -74 -4%
NL
2810
NKCFO LLC
Illinois
$323K
OAM
2811
Occidental Asset Management
California
$323K +$369 +2 +0.1%
CCM
2812
Chiron Capital Management
Florida
$322K
SG
2813
Strid Group
Pennsylvania
$322K +$81.9K +444 +34%
NFG
2814
Norris Financial Group
South Carolina
$320K +$1.84K +10 +0.6%
FA
2815
Fiducient Advisors
Illinois
$318K
HFG
2816
Heron Financial Group
New York
$318K +$51.3K +278 +20%
CH
2817
Canton Hathaway
Rhode Island
$316K
BCA
2818
Biltmore Capital Advisors
New Jersey
$316K +$84.3K +457 +36%
MWM
2819
Maltin Wealth Management
New Jersey
$315K +$10.1K +55 +3%
WCM
2820
Washburn Capital Management
Florida
$314K +$24K +130 +8%
ZF
2821
Zhang Financial
Michigan
$314K +$69.9K +379 +29%
CFS
2822
Cannon Financial Strategists
Georgia
$314K
MS
2823
Maven Securities
Jersey
$313K -$293K -1,589 -49%
EW
2824
Element Wealth
Mississippi
$312K -$28.6K -155 -8%
BIA
2825
Barry Investment Advisors
Massachusetts
$312K

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.