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
ACP
2851
Aveo Capital Partners
Colorado
$293K +$293K +1,590 New
LCC
2852
Lincoln Capital Corp
Rhode Island
$292K -$65.7K -356 -18%
BDF
2853
Black Diamond Financial
Maryland
$292K -$16.6K -90 -5%
CWM
2854
Curi Wealth Management
North Carolina
$292K +$1.84K +10 +0.6%
SFA
2855
Souders Financial Advisors
Ohio
$291K +$3.5K +19 +1%
CCM
2856
Cribstone Capital Management
Maine
$288K -$9.04K -49 -3%
HFAS
2857
Hummer Financial Advisory Services
Illinois
$287K +$3.69K +20 +1%
HFA
2858
High Falls Advisors
New York
$287K +$12.5K +68 +5%
DWP
2859
Destiny Wealth Partners
Florida
$286K -$43.3K -235 -13%
G
2860
GenTrust
Florida
$286K +$286K +1,550 New
CCM
2861
Campbell Capital Management
Florida
$285K
RWML
2862
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$284K +$3.87K +21 +1%
OWA
2863
Outlook Wealth Advisors
Texas
$284K -$1.48K -8 -0.5%
NL
2864
Navalign LLC
California
$284K +$284K +1,539 New
GPA
2865
Guidance Point Advisors
Massachusetts
$282K -$18.4K -100 -6%
NWS
2866
Newport Wealth Strategies
California
$282K -$16.8K -91 -6%
NEPPG
2867
New England Professional Planning Group
Rhode Island
$282K +$5.53K +30 +2%
SIC
2868
SFE Investment Counsel
California
$281K -$4.98K -27 -2%
CMO
2869
Covenant Multifamily Offices
Texas
$281K +$46.1K +250 +20%
YMRC
2870
Yorktown Management & Research Company
Virginia
$280K -$330K -1,790 -54%
RWRC
2871
R.W. Roge & Company
New York
$280K -$7.75K -42 -3%
IIM
2872
InTrack Investment Management
Vermont
$280K
GCA
2873
Genesee Capital Advisors
New York
$280K +$280K +1,518 New
IEFM
2874
IQ EQ Fund Management
Ireland
$279K -$373K -2,022 -57%
FAM
2875
Fenimore Asset Management
New York
$279K

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.