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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
HWM
2976
HighMark Wealth Management
Minnesota
$223K +$553 +3 +0.2%
WA
2977
WESPAC Advisors
California
$223K +$223K +1,209 New
AC
2978
Asio Capital
Kentucky
$223K +$223K +1,211 New
SAM
2979
Shikiar Asset Management
New York
$222K
PNAA
2980
Pictet North America Advisors
Switzerland
$221K -$1.21M -6,550 -85%
NCM
2981
New Capital Management
Texas
$221K
PWP
2982
Personal Wealth Partners
Minnesota
$220K -$24.2K -131 -10%
UIA
2983
UBP Investment Advisors
Switzerland
$220K
AC
2984
Alley Company
Illinois
$218K
CHP
2985
Cable Hill Partners
Oregon
$218K +$1.11K +6 +0.5%
FSA
2986
Financial Sense Advisors
California
$217K -$4.98K -27 -2%
BP
2987
BCK Partners
New York
$216K
WA
2988
Wealth Advisors
California
$216K +$218K +1,184 New
MAM
2989
MMA Asset Management
Pennsylvania
$214K -$141K -767 -40%
CFG
2990
Compton Financial Group
Maryland
$214K +$18.4K +100 +9%
SIC
2991
Shoker Investment Counsel
Ohio
$213K
CS
2992
Capital Square
Tennessee
$213K +$2.4K +13 +1%
MS
2993
Marshall & Sullivan
Washington
$213K +$174K +943 +451%
BWM
2994
Brickley Wealth Management
California
$211K -$2.58K -14 -1%
PCWA
2995
Pacific Capital Wealth Advisors
California
$211K
SPAS
2996
Spectrum Planning & Advisory Services
California
$211K +$211K +1,142 New
JGC
2997
J. Goldman & Co
New York
$210K -$14.3M -77,604 -99%
WJA
2998
Willis Johnson & Associates
Texas
$210K +$209K +1,136 New
HBWM
2999
Hollow Brook Wealth Management
New York
$210K +$210K +1,139 New
TSS
3000
Two Sigma Securities
New York
$209K -$35K -190 -14%

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.