We are live on ! Find out more
DIS icon

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
VFP
3001
Verus Financial Partners
Virginia
$209K -$14.9K -81 -7%
NIMI
3002
Natixis Investment Managers International
France
$209K -$8.67K -47 -4%
KWP
3003
Keystone Wealth Partners
Arizona
$209K +$208K +1,130 New
NAMM
3004
NorthStar Asset Management (Massachusetts)
Massachusetts
$209K +$209K +1,131 New
PCA
3005
Private Capital Advisors
Connecticut
$208K
EWF
3006
Epstein & White Financial
California
$208K +$4.24K +23 +2%
PIM
3007
Parker Investment Management
California
$208K +$208K +1,128 New
LOAMU
3008
Lombard Odier Asset Management (USA)
New York
$207K -$3.77M -20,451 -95%
CCM
3009
Carderock Capital Management
Maryland
$207K +$207K +1,120 New
MGAM
3010
McGowan Group Asset Management
Texas
$207K +$207K +1,120 New
LWPC
3011
Legacy Wealth Partners (California)
California
$206K +$206K +1,116 New
FWI
3012
Facet Wealth Inc
Maryland
$206K +$206K +1,117 New
EFG
3013
Everhart Financial Group
Ohio
$205K +$204K +1,107 New
V
3014
VeraBank
Texas
$205K +$205K +1,111 New
EI
3015
Ellevest Inc
New York
$204K -$115K -625 -36%
RWM
3016
Reston Wealth Management
Virginia
$204K +$204K +1,104 New
TWP
3017
Treybourne Wealth Planners
Indiana
$204K +$204K +1,105 New
WCM
3018
Wealthcare Capital Management
Virginia
$203K +$202K +1,098 New
CCA
3019
Conestoga Capital Advisors
Pennsylvania
$203K +$203K +1,100 New
TFA
3020
Tobias Financial Advisors
Florida
$203K +$203K +1,100 New
PFA
3021
Plotkin Financial Advisors
Maryland
$203K +$202K +1,098 New
T
3022
TRUADVICE
Florida
$201K -$369K -2,001 -65%
VC
3023
Vestor Capital
Illinois
$201K +$9.22K +50 +5%
PCM
3024
Pointe Capital Management
Michigan
$201K +$200K +1,087 New
HGWM
3025
Horst & Graben Wealth Management
Oregon
$201K +$201K +1,089 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.