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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
MFA
3051
McClarren Financial Advisors
Pennsylvania
$158K
TAM
3052
Tucker Asset Management
Colorado
$157K -$56.6K -307 -27%
CMA
3053
Cedar Mountain Advisors
Oregon
$155K
FMP
3054
Financial Management Professionals
Texas
$155K +$6.46K +35 +4%
CCMW
3055
Cypress Capital Management (Wyoming)
Wyoming
$152K +$18.4K +100 +14%
GAM
3056
GVO Asset Management
Switzerland
$151K +$151K +821 New
BFG
3057
Baron Financial Group
New Jersey
$142K +$32.3K +175 +29%
WR
3058
WD Rutherford
Oregon
$142K +$142K +770 New
PFA
3059
Professional Financial Advisors
Nebraska
$140K
RAM
3060
Riggs Asset Management
Pennsylvania
$135K -$922 -5 -0.7%
TFIPS
3061
Towarzystwo Funduszy Inwestycyjnych PZU SA
$135K +$22.1K +120 +20%
TWP
3062
TFO Wealth Partners
Ohio
$134K +$4.61K +25 +4%
OCM
3063
Orion Capital Management
California
$132K
SMG
3064
Spectrum Management Group
Indiana
$131K
TCCM
3065
Timber Creek Capital Management
Massachusetts
$131K
IRC
3066
Investors Research Corp
Georgia
$130K -$37.3K -202 -22%
CWM
3067
Cranbrook Wealth Management
Michigan
$130K
Q
3068
QVR
California
$129K +$129K +697 New
Nisa Investment Advisors
3069
Nisa Investment Advisors
Missouri
$127K -$6.38M -34,612 -5%
RG
3070
Retirement Group
California
$126K +$10.7K +58 +9%
CIAS
3071
CBIZ Investment Advisory Services
Ohio
$122K
ITFISA
3072
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$118K +$118K +639 New
AIG
3073
American International Group
New York
$116K +$101K +545 +0.1%
BAMG
3074
Brand Asset Management Group
Missouri
$116K +$55.3K +300 +91%
ST
3075
Sageworth Trust
Pennsylvania
$115K -$57.2K -310 -33%

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.