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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
IP
2901
Isthmus Partners
Wisconsin
$268K
SSCA
2902
South Shore Capital Advisors
Massachusetts
$268K
HFM
2903
Harvest Fund Management
China
$266K -$40.8K -221 -13%
MWP
2904
Madison Wealth Partners
Wisconsin
$266K
HWA
2905
Heartwood Wealth Advisors
Virginia
$263K
MWPCG
2906
Measured Wealth Private Client Group
New Hampshire
$262K
RA
2907
Rodgers & Associates
Pennsylvania
$262K +$262K +1,420 New
AFG
2908
Alterity Financial Group
Maine
$259K +$349K +1,890 New
AIIMS
2909
Analyst IMS Investment Management Services
Israel
$258K
HFS
2910
Howard Financial Services
Texas
$258K +$7.19K +39 +3%
HA
2911
HC Advisors
Georgia
$257K -$738 -4 -0.3%
PFA
2912
Pettinga Financial Advisors
Indiana
$256K -$86.1K -467 -25%
SFA
2913
Stewardship Financial Advisors
Georgia
$255K -$12.2K -66 -5%
CMP
2914
Courage Miller Partners
Virginia
$254K
3F
2915
360 Financial
Minnesota
$253K
MAM
2916
Must Asset Management
South Korea
$253K
FS
2917
Ferguson Shapiro
Georgia
$253K +$2.03K +11 +0.8%
JWM
2918
Janiczek Wealth Management
Colorado
$253K +$39.8K +216 +19%
HFA
2919
Hoover Financial Advisors
Pennsylvania
$251K +$6.82K +37 +3%
BI
2920
Berkeley Inc
Idaho
$250K
CC
2921
Cadinha & Co
Hawaii
$250K +$12.2K +66 +5%
UFA
2922
US Financial Advisors
Massachusetts
$249K -$27.3K -148 -10%
HFBOT
2923
Home Federal Bank of Tennessee
Tennessee
$249K -$13.8K -75 -5%
AGA
2924
Arkos Global Advisors
Texas
$249K
GAMA
2925
Graticule Asia Macro Advisors
New York
$249K +$249K +1,350 New

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.