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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
CMBA
2876
C.M. Bidwell & Associates
Hawaii
$278K -$98.1K -532 -26%
CFO
2877
CVA Family Office
Colorado
$278K +$244K +1,323 +715%
FFA
2878
Fi3 Financial Advisors
Indiana
$278K +$277K +1,504 New
SIGI
2879
Susquehanna International Group (Ireland)
Ireland
$278K +$278K +1,506 New
APW
2880
Acima Private Wealth
Virginia
$277K -$36.9K -200 -12%
SWM
2881
Shakespeare Wealth Management
Wisconsin
$277K
IWP
2882
Innova Wealth Partners
Pennsylvania
$277K +$1.84K +10 +0.7%
LF
2883
Lee Financial
Texas
$277K +$240K +1,300 +650%
FIA
2884
FNY Investment Advisers
New York
$276K -$1.01M -5,500 -79%
DBRC
2885
D.B. Root & Company
Pennsylvania
$276K -$179K -969 -39%
HAFS
2886
Hapanowicz & Associates Financial Services
Pennsylvania
$276K -$135K -732 -33%
SFP
2887
Sterling Financial Planning
New Jersey
$276K
AIS
2888
AM Investment Strategies
Tennessee
$276K +$18.4K +100 +7%
HWM
2889
Howard Wealth Management
Connecticut
$275K -$65.3K -354 -19%
GWM
2890
Gitterman Wealth Management
New Jersey
$275K +$275K +1,492 New
SSW
2891
Smith Shellnut Wilson
Mississippi
$274K +$18.4K +100 +7%
PWM
2892
Peterson Wealth Management
Nevada
$274K +$274K +1,485 New
NPPM
2893
North Point Portfolio Managers
Ohio
$273K
VIP
2894
Vantage Investment Partners
Missouri
$273K
CCM
2895
Crabel Capital Management
California
$273K +$273K +1,482 New
GC
2896
Garde Capital
Washington
$272K +$9.59K +52 +4%
PHS
2897
Pekin Hardy Strauss
Illinois
$271K -$12.9K -70 -5%
EFL
2898
ERn Financial LLC
Wisconsin
$271K -$1.11K -6 -0.4%
FAN
2899
Financial Advisors Network
California
$271K +$18.8K +102 +7%
PG
2900
Pendal Group
Australia
$268K -$83.7K -454 -24%

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.