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
PAIM
651
Punch & Associates Investment Management
Minnesota
$14.8M +$324K +1,759 +2%
WAM
652
Weatherly Asset Management
California
$14.7M +$256K +1,388 +2%
IGGA
653
Iron Gate Global Advisors
Utah
$14.7M -$1.81M -9,816 -11%
BBI
654
Baxter Bros Inc
Connecticut
$14.7M -$42.4K -230 -0.3%
WS
655
Wedbush Securities
California
$14.7M +$3.66M +19,842 +33%
GP
656
Girard Partners
Pennsylvania
$14.7M -$241K -1,307 -2%
PGIM
657
Pacific Global Investment Management
California
$14.6M -$589K -3,192 -4%
BCP
658
Blue Chip Partners
Michigan
$14.6M +$1.68M +9,133 +13%
AAM
659
Advisors Asset Management
Colorado
$14.6M -$2.92M -15,826 -17%
VVP
660
Venture Visionary Partners
Ohio
$14.6M +$2.08M +11,283 +17%
GWM
661
Geneos Wealth Management
Colorado
$14.6M -$100K -544 -0.7%
SAM
662
Stewart Asset Management
New York
$14.5M -$931K -5,050 -6%
MA
663
Montag & Associates
Georgia
$14.5M -$1.08M -5,864 -7%
IA
664
IFP Advisors
Florida
$14.5M -$1.6M -8,702 -10%
PTC
665
Philadelphia Trust Company
Pennsylvania
$14.4M +$152K +825 +1%
BAM
666
Berkshire Asset Management
Pennsylvania
$14.4M -$580K -3,145 -4%
RA
667
RiverPark Advisors
New York
$14.4M +$144K +782 +1%
LRPA
668
L. Roy Papp & Associates
Arizona
$14.4M -$1.75M -9,484 -11%
HCM
669
Heathbridge Capital Management
Ontario, Canada
$14.3M -$452K -2,450 -3%
TIP
670
Torray Investment Partners
Maryland
$14.1M -$2.85M -15,451 -17%
PCM
671
Parsons Capital Management
Rhode Island
$14M -$247K -1,342 -2%
WTB
672
Washington Trust Bank
Washington
$14M -$62.7K -340 -0.4%
JWBC
673
J.W. Burns & Co
New York
$14M +$147K +798 +1%
SBIA
674
Sheaff Brock Investment Advisors
Indiana
$14M -$979K -5,308 -7%
MLIC
675
Mandatum Life Insurance Company
Finland
$13.9M +$125K +678 +0.9%

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.