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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
CIA
726
Covington Investment Advisors
Pennsylvania
$12.3M +$344K +1,865 +3%
RSVP
727
Ramsay Stattman Vela & Price
Colorado
$12.2M -$12.9K -70 -0.1%
WCF
728
West Coast Financial
California
$12.2M +$100K +542 +0.8%
KLWA
729
Kelly Lawrence W & Associates
California
$12.1M +$4.31M +23,392 +56%
CI
730
Cigna Investments
Connecticut
$12.1M +$352K +1,909 +3%
PTB
731
Pioneer Trust Bank
Oregon
$12M -$126K -682 -1%
MGIA
732
Matthew Goff Investment Advisor
Texas
$12M -$197K -1,068 -2%
PHAM
733
Pacific Heights Asset Management
California
$12M
GCGDR
734
Geo Capital Gestora de Recursos
Brazil
$11.9M -$7.66M -41,552 -39%
BFA
735
Beaumont Financial Advisors
Massachusetts
$11.9M +$2.2M +11,928 +23%
BCM
736
BTC Capital Management
Iowa
$11.8M +$148K +804 +1%
KPWS
737
Kestra Private Wealth Services
Texas
$11.8M -$579K -3,140 -5%
BAS
738
Brown Advisory Securities
Maryland
$11.8M +$155K +842 +1%
WIC
739
Whitegate Investment Counselors
New Hampshire
$11.8M -$195K -1,057 -2%
FHA
740
First Horizon Advisors
Tennessee
$11.7M +$495K +2,685 +4%
B
741
Brightworth
Georgia
$11.7M +$249K +1,349 +2%
NEI
742
Northwest & Ethical Investments
Ontario, Canada
$11.7M +$221K +1,200 +2%
NCM
743
Narwhal Capital Management
Georgia
$11.6M +$240K +1,302 +2%
1SB
744
1ST Source Bank
Indiana
$11.6M -$221K -1,199 -2%
LNWWM
745
Laird Norton Wetherby Wealth Management
California
$11.6M -$393K -2,129 -3%
MIM
746
Marco Investment Management
Georgia
$11.6M -$247K -1,340 -2%
WCA
747
Waratah Capital Advisors
Ontario, Canada
$11.6M -$519K -2,814 -4%
Tudor Investment Corp
748
Tudor Investment Corp
Connecticut
$11.5M +$5.9M +32,018 +105%
HCM
749
Hutchinson Capital Management
California
$11.5M -$207K -1,121 -2%
OPCM
750
Osborne Partners Capital Management
California
$11.4M -$1.85M -10,018 -14%

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.