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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
CAM
3151
ClariVest Asset Management
California
$5K -$1.66K -9 -25%
LIM
3152
Longfellow Investment Management
Massachusetts
$5K
EAM
3153
Eukles Asset Management
Ohio
$4K +$3.69K +20 +1,000%
LPARFS
3154
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$3.96K +$1M +5,442 +34%
HWM
3155
Holloway Wealth Management
Florida
$3K
FGAM
3156
Financial Gravity Asset Management
Texas
$1.66K +$490K +2,659 +66%
CPFP
3157
Clear Perspectives Financial Planning
Ohio
$1K
DCM
3158
Davidson Capital Management
Texas
$1K
SSC
3159
Syverson Strege & Co
Iowa
$1K
JIR
3160
James Investment Research
Ohio
$1K +$1.29K +7 New
MA
3161
MBA Advisors
Pennsylvania
$757 +$757K +4,105 New
1WM
3162
1900 Wealth Management
Texas
$712 +$235K +1,277 +49%
SWM
3163
Sugarloaf Wealth Management
Georgia
$535 -$13.5K -73 -2%
AMC
3164
Asset Management Corp
Illinois
$466 +$4.06K +22 +0.9%
Walleye Capital
3165
Walleye Capital
New York
$249 +$249K +1,352 New
Viking Global Investors
3166
Viking Global Investors
Connecticut
-$774M -4,271,505 Closed
JCAM
3167
Jericho Capital Asset Management
New York
-$349M -1,927,000 Closed
DFO
3168
Duquesne Family Office
New York
-$124M -684,335 Closed
SAM
3169
Scopus Asset Management
New York
-$106M -575,000 Closed
Point72 Asset Management
3170
Point72 Asset Management
Connecticut
-$88.8M -490,101 Closed
MSA
3171
Mason Street Advisors
Wisconsin
-$45.3M -249,752 Closed
TSAM
3172
Trinity Street Asset Management
United Kingdom
-$42.3M -233,598 Closed
HMP
3173
HS Management Partners
New York
-$39M -215,139 Closed
MG
3174
Magnolia Group
Nebraska
-$36.5M -201,604 Closed
TAF
3175
Tredje AP-fonden
Sweden
-$34.8M -192,034 Closed

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.