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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
GG
676
Greenwood Gearhart
Arkansas
$13.9M -$380K -2,061 -3%
EWM
677
Edge Wealth Management
New York
$13.8M -$9.4K -51 -0.1%
EAM
678
Erste Asset Management
Austria
$13.8M +$1.41M +7,620 +11%
AP
679
Advisor Partners
California
$13.8M +$67.1K +364 +0.5%
GIA
680
Granite Investment Advisors
New Hampshire
$13.8M -$117K -637 -0.8%
TMAM
681
Tokio Marine Asset Management
Japan
$13.7M +$138K +750 +1%
PWM
682
Perigon Wealth Management
California
$13.6M +$844K +4,575 +7%
MCM
683
Murphy Capital Management
New Jersey
$13.6M +$68.6K +372 +0.5%
WF
684
Welch & Forbes
Massachusetts
$13.6M +$294K +1,596 +2%
Bessemer Group
685
Bessemer Group
New Jersey
$13.6M -$72.7K -394 -0.5%
DA
686
Dillon & Associates
Michigan
$13.6M -$3.69K -20 -0%
PCM
687
Palisade Capital Management
New Jersey
$13.5M +$2.82M +15,311 +26%
YCM
688
Yost Capital Management
Texas
$13.5M -$3.43M -18,600 -20%
LBC
689
Lowe Brockenbrough & Co
Virginia
$13.4M +$54K +293 +0.4%
EOJOAM
690
E. Ohman J:or Asset Management
Sweden
$13.4M -$30.3M -164,143 -69%
NFC
691
Northeast Financial Consultants
Connecticut
$13.4M +$1.85M +10,025 +16%
AP
692
Appleton Partners
Massachusetts
$13.3M +$1.01M +5,455 +8%
AUB
693
Atlantic Union Bankshares
Virginia
$13.3M -$247K -1,339 -2%
AAS
694
Avantax Advisory Services
Texas
$13.3M +$1.84M +9,982 +16%
CCP
695
Clarkston Capital Partners
Michigan
$13.2M +$1.98M +10,715 +18%
WCMN
696
Westchester Capital Management (Nebraska)
Nebraska
$13.2M -$75.8K -411 -0.6%
SGK
697
Steigerwald Gordon & Koch
Virginia
$13.2M +$208K +1,126 +2%
SCM
698
Sirios Capital Management
Massachusetts
$13.1M -$22.9M -124,371 -64%
DWM
699
Doyle Wealth Management
Florida
$13.1M -$7.77M -42,155 -37%
BBA
700
BLB&B Advisors
Pennsylvania
$13.1M -$816K -4,425 -6%

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.