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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
AIL
3076
AGF Investments LLC
Ontario, Canada
$115K -$15.3K -83 -12%
LWA
3077
Lowe Wealth Advisors
Maryland
$114K
CI Investments Inc
3078
CI Investments Inc
Ontario, Canada
$110K -$19.2K -104 -15%
KIG
3079
Kessler Investment Group
Indiana
$106K -$2.77K -15 -3%
AWM
3080
Avondale Wealth Management
Texas
$106K +$30.8K +167 +41%
DI
3081
Disciplined Investments
Oklahoma
$102K +$63.8K +346 +168%
DRS
3082
Deane Retirement Strategies
Louisiana
$101K
FA
3083
Fortis Advisors
Pennsylvania
$101K
GSAM
3084
Grant Street Asset Management
Pennsylvania
$94K +$23.1K +125 +33%
SWP
3085
ShoreHaven Wealth Partners
New Jersey
$92K
PP
3086
Pacifica Partners
Canada
$91K +$9.77K +53 +12%
ADIM
3087
Alpha DNA Investment Management
Maryland
$90K
JWBC
3088
John W. Brooker & Co
California
$89K
MWA
3089
Moser Wealth Advisors
Washington
$87K +$1.29K +7 +2%
SSWG
3090
Seven Springs Wealth Group
Tennessee
$75K
IPW
3091
IronBridge Private Wealth
Texas
$74K +$184 +1 +0.3%
DOA
3092
D'Orazio & Associates
Virginia
$73K +$12K +65 +20%
RA
3093
Resolute Advisors
California
$68K +$88.2K +478 New
AJ
3094
Ashburton (Jersey)
Jersey
$67K
APC
3095
Aspire Private Capital
North Carolina
$66K -$17.3K -94 -21%
MAM
3096
Marquette Asset Management
Minnesota
$66K
RTC
3097
Riverview Trust Company
Washington
$66K
HI
3098
Human Investing
Oregon
$64K +$41.7K +226 +185%
TCM
3099
TD Capital Management
Tennessee
$57K +$1.84K +10 +3%
SWM
3100
Selective Wealth Management
Virginia
$57K +$27.7K +150 +94%

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.