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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
SWRP
3226
Summit Wealth & Retirement Planning
California
-$938K -5,178 Closed
GCM
3227
Glaxis Capital Management
Florida
-$906K -5,000 Closed
PC
3228
Plaisance Capital
Colorado
-$861K -4,750 Closed
SSA
3229
South Street Advisors
New York
-$853K -4,710 Closed
OQS
3230
Occudo Quantitative Strategies
Florida
-$807K -4,455 Closed
HCA
3231
Hyperion Capital Advisors
New York
-$637K -3,518 Closed
CMTU
3232
Capital Markets Trading (UK)
United Kingdom
-$600K -3,309 Closed
HPCM
3233
Hunter Perkins Capital Management
Illinois
-$560K -3,089 Closed
CPWM
3234
Cypress Point Wealth Management
Texas
-$544K -3,000 Closed
UM
3235
Ulysses Management
New York
-$553K -3,000 Closed
CWM
3236
Cahaba Wealth Management
Georgia
-$477K -2,763 Closed
GCP
3237
GSA Capital Partners
United Kingdom
-$489K -2,700 Closed
WCA
3238
Windsor Creek Advisors
Vermont
-$489K -2,700 Closed
VAG
3239
VisionPoint Advisory Group
Texas
-$488K -2,694 Closed
FWM
3240
FSA Wealth Management
Massachusetts
-$466K -2,571 Closed
MTIM
3241
Marathon Trading Investment Management
Pennsylvania
-$421K -2,283 Closed
CIC
3242
Cornercap Investment Counsel
Georgia
-$326K -2,255 Closed
CDIA
3243
Capital Directions Investment Advisors
Georgia
-$393K -2,171 Closed
MWM
3244
MorganRosel Wealth Management
Colorado
-$393K -2,171 Closed
I2I
3245
Insight 2811 Inc
Illinois
-$393K -2,167 Closed
BCM
3246
Breiter Capital Management
Florida
-$334K -1,841 Closed
LFASL
3247
Lugano Financial Advisors SA (LFA)
Switzerland
-$324K -1,787 Closed
LWIC
3248
Leith Wheeler Investment Counsel
British Columbia, Canada
-$408K -1,769 Closed
ZAM
3249
Zevin Asset Management
Massachusetts
-$311K -1,719 Closed
GEM
3250
Global Endowment Management
North Carolina
-$304K -1,676 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.