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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
CPW
2826
Catalyst Private Wealth
California
$311K +$33.7K +183 +12%
BFG
2827
Bouchey Financial Group
New York
$311K +$311K +1,687 New
JBA
2828
Johnson Bixby & Associates
Washington
$310K -$5.53K -30 -2%
FSG
2829
Financial Strategies Group
Michigan
$309K -$713K -3,865 -70%
PCMK
2830
Paragon Capital Management (Kansas)
Kansas
$308K -$108K -583 -26%
VV
2831
Verity & Verity
South Carolina
$308K
WCM
2832
Wedge Capital Management
North Carolina
$308K +$66K +358 +27%
AIA
2833
AIMZ Investment Advisors
California
$307K -$29.3K -159 -9%
FRA
2834
Frank Rimerman Advisors
California
$306K
HPC
2835
Hobart Private Capital
North Carolina
$306K
TF
2836
TimeScale Financial
Massachusetts
$304K +$23.4K +127 +8%
FSCM
2837
Front Street Capital Management
Montana
$302K
CFO
2838
Collective Family Office
Pennsylvania
$302K +$43.2K +234 +17%
CQS
2839
Credential Qtrade Securities
$301K -$10.5K -57 -3%
WFA
2840
WestHill Financial Advisors
California
$300K
FI
2841
FormulaFolio Investments
Michigan
$297K -$6.15M -33,374 -95%
VFIC
2842
Valley Forge Investment Consultants
Pennsylvania
$297K +$297K +1,609 New
BMD
2843
Better Money Decisions
New Mexico
$296K +$295K +1,602 New
GCMG
2844
Gyroscope Capital Management Group
Florida
$295K -$36.9K -200 -11%
BLAM
2845
Bourne Lent Asset Management
New York
$295K
MWM
2846
MinichMacGregor Wealth Management
New York
$295K +$24.2K +131 +9%
DJYG
2847
David J. Yvars Group
Florida
$294K +$184 +1 +0.1%
DSAM
2848
Dock Street Asset Management
Florida
$294K +$5.35K +29 +2%
FAG
2849
Financial Advisory Group
Texas
$293K
CF
2850
Clarity Financial
Texas
$293K +$44.3K +240 +18%

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.