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
CIA
601
CCM Investment Advisers
South Carolina
$16.7M -$717K -3,890 -4%
CAMG
602
CWA Asset Management Group
Florida
$16.7M +$4.51M +24,468 +37%
PAM
603
Private Asset Management
California
$16.7M +$280K +1,516 +2%
PPCM
604
Pillar Pacific Capital Management
California
$16.7M +$293K +1,591 +2%
UOC
605
UBS O'Connor
Illinois
$16.6M
AI
606
Atria Investments
North Carolina
$16.6M -$104K -564 -0.6%
HWA
607
Heritage Wealth Advisors
Virginia
$16.6M -$139K -752 -0.8%
ASN
608
Advisory Services Network
Georgia
$16.5M +$2.7M +14,630 +19%
FNBT
609
FineMark National Bank & Trust
Florida
$16.5M +$1.15M +6,235 +7%
B
610
Bailard
California
$16.4M -$793K -4,299 -5%
Capstone Investment Advisors
611
Capstone Investment Advisors
New York
$16.4M +$16.4M +88,996 New
NCM
612
Noesis Capital Mangement
Florida
$16.4M +$228K +1,238 +1%
Jones Financial Companies
613
Jones Financial Companies
Missouri
$16.4M +$566K +3,068 +4%
GIM
614
Grassi Investment Management
California
$16.3M +$23.1K +125 +0.1%
WC
615
Woodstock Corp
Massachusetts
$16.3M -$254K -1,377 -2%
PAI
616
Pittenger & Anderson Inc
Nebraska
$16.3M +$8.37M +45,369 +106%
NSAM
617
North Star Asset Management
Wisconsin
$16.2M +$53.8K +292 +0.3%
LCM
618
LVM Capital Management
Michigan
$16.1M -$190K -1,030 -1%
FDCC
619
Foster Dykema Cabot & Co
Massachusetts
$16.1M +$1.31M +7,079 +9%
Nomura Holdings
620
Nomura Holdings
Japan
$16M -$112M -608,018 -88%
GHA
621
GW Henssler & Associates
Georgia
$16M -$9.22K -50 -0.1%
KFS
622
Kurt F. Somerville
$15.9M -$195K -1,055 -1%
EDRH
623
Edmond de Rothschild Holding
Switzerland
$15.8M -$1.19M -6,458 -7%
LKIM
624
Lawson Kroeker Investment Management
Nebraska
$15.7M -$783K -4,245 -5%
EIA
625
Edgemoor Investment Advisors
Maryland
$15.7M -$127K -690 -0.8%

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.