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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
BWM
2951
Blossom Wealth Management
California
$234K +$233K +1,266 New
SFG
2952
Sunburst Financial Group
Alabama
$233K -$738 -4 -0.3%
BWA
2953
Beam Wealth Advisors
Louisiana
$233K +$26.4K +143 +13%
CFAM
2954
Center For Asset Management
Florida
$232K
FC
2955
Financial Consulate
Maryland
$232K +$184 +1 +0.1%
BAM
2956
Banta Asset Management
California
$232K +$13.8K +75 +6%
MIM
2957
Meridiem Investment Management
United Kingdom
$231K -$376K -2,040 -62%
SIC
2958
Schwartz Investment Counsel
Michigan
$231K
GTCM
2959
Gyon Technologies Capital Management
New Jersey
$230K -$682K -3,700 -75%
CWM
2960
Cadence Wealth Management
Massachusetts
$230K +$229K +1,244 New
GPC
2961
Garrison Point Capital
California
$229K
WCWM
2962
Wooster Corthell Wealth Management
Connecticut
$229K +$229K +1,240 New
CAM
2963
Campion Asset Management
Virginia
$229K +$229K +1,241 New
WLIM
2964
White Lighthouse Investment Management
Massachusetts
$228K -$43.2K -234 -16%
EA
2965
Emerald Advisors
Washington
$227K +$369 +2 +0.2%
WCFA
2966
Walkner Condon Financial Advisors
Wisconsin
$227K +$8.11K +44 +4%
AW
2967
Avion Wealth
Texas
$226K -$36.9K -200 -14%
CIA
2968
Compass Ion Advisors
Pennsylvania
$226K -$18.1K -98 -7%
PWM
2969
Purus Wealth Management
California
$226K -$8.11K -44 -3%
SL
2970
Savior LLC
Massachusetts
$226K +$922 +5 +0.4%
SWM
2971
Sanctuary Wealth Management
Idaho
$225K -$22.1K -120 -9%
SFPG
2972
Stonebridge Financial Planning Group
Florida
$225K -$18.4K -100 -8%
ARMC
2973
American Research & Management Company
Massachusetts
$225K
GSEP
2974
Golden State Equity Partners
California
$223K -$216K -1,173 -49%
JWM
2975
Jackson Wealth Management
Florida
$223K

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.