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Walt Disney
DIS

Overview Fund Activity

3,152 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, 1,338 increasing their positions, 1,299 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,152
Holders Change
+54
Holders Change %
+1.74%
% of All Funds
55.5%
Holding in Top 10
324
Holding in Top 10 Change
-84
Holding in Top 10 Change %
-20.59%
% of All Funds
5.71%
New
216
Increased
1,338
Reduced
1,299
Closed
128
Calls
$7.07B
Puts
$7.41B
Net Calls
-$345M
Net Calls Change
+$137M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$5.74B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53B
3
DZ Bank
DZ Bank
Germany
$514M
4
Bank of America
Bank of America
North Carolina
$4.85B
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$381M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$25B
2
Coatue Management
Coatue Management
New York
$1.12B
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
DCP
D1 Capital Partners
New York
$212M
5
JCAM
Jericho Capital Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWBC
3076
John W. Brooker & Co
California
$89K – – –
MWA
3077
Moser Wealth Advisors
Washington
$87K +$1.29K +7 +2%
SSWG
3078
Seven Springs Wealth Group
Tennessee
$75K – – –
IPW
3079
IronBridge Private Wealth
Texas
$74K +$185 +1 +0.3%
DOA
3080
D'Orazio & Associates
Virginia
$73K +$12K +65 +20%
RA
3081
Resolute Advisors
California
$68K +$68K +478 New
AJ
3082
Ashburton (Jersey)
Jersey
$67K – – –
APC
3083
Aspire Private Capital
North Carolina
$66K -$17.5K -94 -21%
RTC
3084
Riverview Trust Company
Washington
$66K – – –
MAM
3085
Marquette Asset Management
Minnesota
$66K – – –
HI
3086
Human Investing
Oregon
$64K +$41.6K +226 +185%
TCM
3087
TD Capital Management
Tennessee
$57K +$1.84K +10 +3%
SWM
3088
Selective Wealth Management
Virginia
$57K +$27.6K +150 +94%
SA
3089
SRH Advisors
Kansas
$56K – – –
CIM
3090
Contravisory Investment Management
Massachusetts
$55K – – –
HIM
3091
Hillsdale Investment Management
Ontario, Canada
$55K – – –
IFA
3092
Interactive Financial Advisors
Illinois
$55K – – –
MGIM
3093
M&G Investment Management
United Kingdom
$54.3K -$1.22K -6,577 -2%
TCM
3094
Tanaka Capital Management
New York
$53K – – –
CCMIC
3095
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$51K +$36.2K +195 +244%
CWA
3096
Core Wealth Advisors
Florida
$50K – – –
TAIM
3097
TD Ameritrade Investment Management
Nebraska
$46K – – –
DWA
3098
Dougherty Wealth Advisers
Minnesota
$46K – – –
WLPWM
3099
Walled Lake Planning & Wealth Management
Illinois
$43K – – –
LAS
3100
Lloyd Advisory Services
Georgia
$43K +$29.2K +158 +211%
122 123
124
125 126