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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
ACM
2926
Armbruster Capital Management
New York
$247K
TC
2927
Trilogy Capital
California
$247K +$247K +1,338 New
RBCM
2928
Raub Brock Capital Management
California
$246K -$23.1K -125 -9%
HI
2929
Hendershot Investments
Virginia
$246K
MCL
2930
MIK Capital LP
New York
$245K -$4.21M -22,826 -94%
CB
2931
Cadence Bank
Mississippi
$245K
CWM
2932
Concentrum Wealth Management
California
$244K +$244K +1,321 New
PAM
2933
PVG Asset Management
Colorado
$242K +$242K +1,313 New
GWM
2934
Greenwich Wealth Management
Connecticut
$242K -$76.7K -416 -24%
FVWA
2935
Foster Victor Wealth Advisors
South Carolina
$241K -$7.56K -41 -3%
FC
2936
Fairpointe Capital
Illinois
$239K -$212K -1,150 -47%
VCM
2937
Versant Capital Management
Arizona
$239K -$69.3K -376 -23%
IWAG
2938
Integer Wealth Advisors Group
Georgia
$239K +$1.11K +6 +0.5%
NIM
2939
Nicollet Investment Management
Minnesota
$238K
4WM
2940
44 Wealth Management
Oregon
$238K +$14.8K +80 +7%
RDFA
2941
Ritter Daniher Financial Advisory
Ohio
$238K +$46.1K +250 +24%
SP
2942
SWS Partners
Ohio
$238K +$238K +1,292 New
CIP
2943
Capital Insight Partners
Arizona
$237K +$15.9K +86 +7%
WFA
2944
Wade Financial Advisory
California
$236K
ST
2945
Somerset Trust
Pennsylvania
$236K +$3.87K +21 +2%
CAM
2946
Claret Asset Management
Quebec, Canada
$236K +$6.64K +36 +3%
CCM
2947
Colorado Capital Management
Colorado
$235K
KBFS
2948
Kohmann Bosshard Financial Services
Ohio
$235K
MWP
2949
Meridian Wealth Partners
Pennsylvania
$235K +$12.5K +68 +6%
CCM
2950
Cohen Capital Management
California
$234K

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.