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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
EA
3276
Elm Advisors
California
-$91K -501 Closed
NWA
3277
Navis Wealth Advisors
New York
-$88K -477 Closed
AWMS
3278
Advocacy Wealth Management Services
Georgia
-$60K -332 Closed
SAM
3279
Simplify Asset Management
Nevada
-$58K -324 Closed
SWA
3280
Safir Wealth Advisors
New Hampshire
-$54K -300 Closed
KCM
3281
Kathmere Capital Management
Pennsylvania
-$53K -293 Closed
WAM
3282
Wolverine Asset Management
Illinois
-$44K -243 Closed
IA
3283
IFS Advisors
Kansas
-$34K -188 Closed
KFAA
3284
Klaas Financial Asset Advisors
Illinois
-$33K -184 Closed
KC
3285
Kinloch Capital
Virginia
-$28K -152 Closed
IA
3286
Inspire Advisors
Idaho
-$27K -151 Closed
BHWM
3287
Bay Harbor Wealth Management
Maryland
-$25K -138 Closed
MCM
3288
McMillion Capital Management
North Carolina
-$21K -115 Closed
PS
3289
Planned Solutions
California
-$20K -110 Closed
CT
3290
Clearstead Trust
Maine
-$12K -65 Closed
DTIM
3291
Danda Trouve Investment Management
Kansas
-$11K -60 Closed
ZC
3292
Zeit Capital
Colorado
-$9K -50 Closed
HFS
3293
Horizon Financial Services
North Carolina
-$1K -7 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.