We are live on ! Find out more
DIS icon

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
RAM
551
Rempart Asset Management
Canada
$18.9M -$1.23M -6,650 -6%
Bank Julius Baer & Co
552
Bank Julius Baer & Co
Switzerland
$18.9M -$2.28M -12,361 -11%
AP
553
Archon Partners
New Jersey
$18.7M
FAB
554
First American Bank
Illinois
$18.7M +$662K +3,589 +4%
FSA
555
Franklin Street Advisors
North Carolina
$18.7M +$517K +2,804 +3%
BCAM
556
Boston Common Asset Management
Massachusetts
$18.7M +$4.02M +21,804 +27%
DY
557
Dowling & Yahnke
California
$18.6M -$230K -1,245 -1%
ACGDR
558
Atmos Capital Gestao de Recursos
Brazil
$18.6M -$31.7M -171,700 -63%
KCM
559
Kingdon Capital Management
New York
$18.6M -$1.84M -10,000 -9%
BAIA
560
Bel Air Investment Advisors
California
$18.5M +$18.5M +100,363 New
GFA
561
Gifford Fong Associates
California
$18.5M
BFA
562
Bragg Financial Advisors
North Carolina
$18.4M -$47.6K -258 -0.3%
HFS
563
Hantz Financial Services
Michigan
$18.4M +$867K +4,703 +5%
BRWA
564
B. Riley Wealth Advisors
Florida
$18.3M +$6.48M +35,116 +55%
NAM
565
North American Management
Massachusetts
$18.3M -$1.83M -9,932 -9%
ZIM
566
Zacks Investment Management
Illinois
$18.2M -$760K -4,122 -4%
AB
567
Amalgamated Bank
New York
$18.2M -$674K -3,653 -4%
Pacer Advisors
568
Pacer Advisors
Pennsylvania
$18.2M -$1.65M -8,926 -8%
SF
569
Synovus Financial
Georgia
$18.1M +$829K +4,495 +5%
IAA
570
Independent Advisor Alliance
North Carolina
$18.1M +$11.1K +60 +0.1%
WIA
571
Wealthstreet Investment Advisors
Texas
$18.1M -$4.61K -25 -0%
CA
572
Callahan Advisors
Texas
$18M -$1.77M -9,594 -9%
EARNEST Partners
573
EARNEST Partners
Georgia
$17.8M -$1.64M -8,900 -8%
RHAM
574
Round Hill Asset Management
California
$17.8M +$17.8M +96,379 New
VW
575
Vantage Wealth
California
$17.7M -$227K -1,230 -1%

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.