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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 %
VAG
3226
VisionPoint Advisory Group
Texas
– -$488K -2,694 Closed
FWM
3227
FSA Wealth Management
Massachusetts
– -$466K -2,571 Closed
MTIM
3228
Marathon Trading Investment Management
Pennsylvania
– -$414K -2,283 Closed
CIC
3229
Cornercap Investment Counsel
Georgia
– -$326K -2,255 Closed
CDIA
3230
Capital Directions Investment Advisors
Georgia
– -$393K -2,171 Closed
MWM
3231
MorganRosel Wealth Management
Colorado
– -$393K -2,171 Closed
I2I
3232
Insight 2811 Inc
Illinois
– -$393K -2,167 Closed
BCM
3233
Breiter Capital Management
Florida
– -$334K -1,841 Closed
LFASL
3234
Lugano Financial Advisors SA (LFA)
Switzerland
– -$324K -1,787 Closed
LWIC
3235
Leith Wheeler Investment Counsel
British Columbia, Canada
– -$408K -1,769 Closed
ZAM
3236
Zevin Asset Management
Massachusetts
– -$311K -1,719 Closed
GEM
3237
Global Endowment Management
North Carolina
– -$304K -1,676 Closed
BMCM
3238
Black Maple Capital Management
Wisconsin
– -$290K -1,600 Closed
RCM
3239
Requisite Capital Management
Texas
– -$286K -1,579 Closed
SC
3240
Shay Capital
New York
– -$265K -1,462 Closed
CAM
3241
Crestone Asset Management
Colorado
– -$263K -1,452 Closed
EIA
3242
Eastover Investment Advisors
North Carolina
– -$258K -1,424 Closed
DP
3243
Denver PWM
Colorado
– -$250K -1,409 Closed
SPP
3244
Single Point Partners
Massachusetts
– -$246K -1,360 Closed
QC
3245
QCM Cayman
Texas
– -$239K -1,321 Closed
CWM
3246
CCG Wealth Management
California
– -$233K -1,284 Closed
IR
3247
Invictus RG
Bermuda
– -$222K -1,224 Closed
HG
3248
Harbor Group
New Hampshire
– -$208K -1,180 Closed
CP
3249
Camelot Portfolios
Ohio
– -$211K -1,165 Closed
MAA
3250
Matrix Asset Advisors
New York
– -$207K -1,140 Closed
128 129
130
131 132