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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
SWAG
3026
Spectrum Wealth Advisory Group
California
$200K -$16.8K -91 -8%
OWM
3027
OneAscent Wealth Management
Alabama
$200K +$200K +1,083 New
CCIA
3028
Campbell & Co Investment Adviser
Maryland
$200K +$200K +1,084 New
AG
3029
AIA Group
Hong Kong
$200K +$200K +1,086 New
HWM
3030
Hohimer Wealth Management
Washington
$198K -$360K -1,951 -65%
AFIA
3031
America First Investment Advisors
Nebraska
$198K -$51.8K -281 -21%
CWA
3032
Clearview Wealth Advisors
Oregon
$198K -$24K -130 -11%
CFG
3033
CKW Financial Group
Hawaii
$196K
AWM
3034
Activest Wealth Management
Florida
$193K +$192K +1,042 New
ECM
3035
EMC Capital Management
Texas
$185K
NOI
3036
Newton One Investments
Delaware
$185K
KFS
3037
Kelly Financial Services
Massachusetts
$184K
RCA
3038
Ranch Capital Advisors
Florida
$182K
FFA
3039
Freedman Financial Associates
Massachusetts
$181K
RCG
3040
Rock Creek Group
District of Columbia
$178K +$96.8K +525 +119%
AA
3041
AlphaMark Advisors
Kentucky
$175K
MTCM
3042
Mint Tower Capital Management
Netherlands
$173K +$173K +938 New
BC
3043
Barnett & Company
Tennessee
$170K +$1.84K +10 +1%
TI
3044
Truehand Inc
New Hampshire
$168K -$129K -700 -44%
LWA
3045
Lenox Wealth Advisors
New York
$167K -$138K -746 -45%
AIM
3046
Axiom Investment Management
New York
$165K -$438K -2,373 -73%
CL
3047
COWA LLC
Oklahoma
$164K -$9.22K -50 -5%
CWA
3048
Carolina Wealth Advisors
South Carolina
$164K +$2.4K +13 +1%
HS
3049
Horan Securities
United States
$163K +$23.8K +129 +17%
WFA
3050
West Financial Advisors
Iowa
$158K -$41.5K -225 -21%

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.