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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
BMCM
3251
Black Maple Capital Management
Wisconsin
-$290K -1,600 Closed
RCM
3252
Requisite Capital Management
Texas
-$286K -1,579 Closed
SC
3253
Shay Capital
New York
-$270K -1,462 Closed
CAM
3254
Crestone Asset Management
Colorado
-$263K -1,452 Closed
EIA
3255
Eastover Investment Advisors
North Carolina
-$258K -1,424 Closed
DP
3256
Denver PWM
Colorado
-$250K -1,409 Closed
SPP
3257
Single Point Partners
Massachusetts
-$246K -1,360 Closed
QC
3258
QCM Cayman
Texas
-$239K -1,321 Closed
CWM
3259
CCG Wealth Management
California
-$233K -1,284 Closed
IR
3260
Invictus RG
Bermuda
-$222K -1,224 Closed
HG
3261
Harbor Group
New Hampshire
-$208K -1,180 Closed
CP
3262
Camelot Portfolios
Ohio
-$211K -1,165 Closed
MAA
3263
Matrix Asset Advisors
New York
-$207K -1,140 Closed
SPA
3264
Sentinel Pension Advisors
Massachusetts
-$206K -1,137 Closed
AC
3265
Annandale Capital
Texas
-$206K -1,135 Closed
BWM
3266
Birchcreek Wealth Management
Ohio
-$203K -1,123 Closed
OCM
3267
One Capital Management
California
-$202K -1,118 Closed
EWA
3268
ERTS Wealth Advisors
Michigan
-$202K -1,117 Closed
ECA
3269
Elevated Capital Advisors
Utah
-$202K -1,116 Closed
DWM
3270
Defined Wealth Management
Oregon
-$182K -1,006 Closed
HGWM
3271
Harvest Group Wealth Management
Massachusetts
-$116K -642 Closed
SFG
3272
Sowa Financial Group
Rhode Island
-$104K -576 Closed
VCG
3273
Vantage Consulting Group
Virginia
-$100K -554 Closed
T2I
3274
Turim 21 Investimentos
Brazil
-$98K -543 Closed
BBHBI
3275
B, B, H, & B Inc
Alabama
-$96K -531 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.