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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
SA
3101
SRH Advisors
Kansas
$56K
CIM
3102
Contravisory Investment Management
Massachusetts
$55K
HIM
3103
Hillsdale Investment Management
Ontario, Canada
$55K
IFA
3104
Interactive Financial Advisors
Illinois
$55K
MGIM
3105
M&G Investment Management
United Kingdom
$54.3K -$1.21M -6,577 -2%
TCM
3106
Tanaka Capital Management
New York
$53K
CCMIC
3107
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$51K +$36K +195 +244%
CWAF
3108
Core Wealth Advisors (Florida)
Florida
$50K
DWA
3109
Dougherty Wealth Advisers
Minnesota
$46K
TAIM
3110
TD Ameritrade Investment Management
Nebraska
$46K
WLPWM
3111
Walled Lake Planning & Wealth Management
Illinois
$43K
LAS
3112
Lloyd Advisory Services
Georgia
$43K +$29.1K +158 +211%
LCM
3113
Laurion Capital Management
New York
$41K -$957K -5,191 -96%
IHWM
3114
Iron Horse Wealth Management
Iowa
$39K
NWM
3115
Navigation Wealth Management
Colorado
$39K +$38.7K +210 New
PCC
3116
Park Circle Company
Maryland
$37K
NICM
3117
Neo Ivy Capital Management
New York
$35K +$35.4K +192 New
IWP
3118
IAG Wealth Partners
Wisconsin
$32K -$1.48K -8 -4%
MIM
3119
Macroview Investment Management
Maryland
$31K
GIA
3120
Goodwin Investment Advisory
Georgia
$31K +$9.22K +50 +42%
ARIS
3121
Advanced Research Investment Solutions
California
$30K
TC
3122
Trust Company
Kansas
$29K -$34.7K -188 -54%
MS
3123
Mizuho Securities
Japan
$28K -$131K -712 -83%
BCMIO
3124
Beacon Capital Management Inc (Ohio)
Ohio
$28K
FC
3125
FORA Capital
Florida
$28K +$28.2K +153 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.