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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
HF
3126
Halpern Financial
Virginia
$26.9K +$9.4K +51 +54%
FWM
3127
Filbrandt Wealth Management
Wisconsin
$26K +$922 +5 +4%
HFS
3128
HBC Financial Services
Washington
$25.3K -$184 -1 -0.7%
BA
3129
Bellwether Advisors
Nebraska
$23K
MIH
3130
Meitav Investment House
Israel
$21.9K -$5.07M -27,497 -19%
FPW
3131
Flagship Private Wealth
Massachusetts
$21.5K -$9.22K -50 -30%
MWC
3132
MBM Wealth Consultants
Missouri
$21K
AIM
3133
Arcadia Investment Management
Michigan
$20K +$1.48K +8 +8%
RBC
3134
Roble Belko & Company
Pennsylvania
$19K
TLFA
3135
True Link Financial Advisors
California
$18K -$97K -526 -84%
LGWM
3136
Litman Gregory Wealth Management
California
$18K
SFMG
3137
Sage Financial Management Group
Virginia
$18K +$18.4K +100 New
RCC
3138
Red Cedar Capital
Nebraska
$17K +$1.29K +7 +8%
YAL
3139
Your Advocates Ltd
Texas
$15K
SC
3140
Steph & Co
Wisconsin
$14K -$1.29K -7 -8%
CAM
3141
CenterStar Asset Management
Illinois
$14K
BBHC
3142
Brown Brothers Harriman & Co
New York
$13.6K -$2.04M -11,064 -13%
JMF
3143
Johnson Midwest Financial
Iowa
$13K
NC
3144
NewSquare Capital
Pennsylvania
$13K
FEG
3145
Financial Enhancement Group
Indiana
$12K -$3.32K -18 -21%
CIR
3146
Clear Investment Research
Georgia
$9K
HCM
3147
Horrell Capital Management
Arkansas
$8K
RCM
3148
Regency Capital Management
Hawaii
$7K +$7.19K +39 New
AS
3149
Altshuler Shaham
Israel
$6K +$6.46K +35 New
SC
3150
Solstein Capital
California
$6K +$6.46K +35 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.