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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
QOP
751
Quinn Opportunity Partners
Virginia
$11.4M +$2.21M +12,000 +24%
FNFDCM
752
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.4M -$105K -569 -0.9%
BCMO
753
Buckingham Capital Management (Ohio)
Ohio
$11.4M -$433K -2,348 -4%
NC
754
Nixon Capital
Texas
$11.4M +$1.32M +7,142 +13%
BDS
755
Banco de Sabadell
Florida
$11.4M +$214K +1,159 +2%
IRF
756
IBM Retirement Fund
New York
$11.4M -$1.03M -5,582 -8%
AIM
757
Anchor Investment Management
South Carolina
$11.4M +$123K +668 +1%
MCG
758
McCollum Christoferson Group
New York
$11.3M -$59.8K -324 -0.5%
APA
759
American Portfolios Advisors
New York
$11.2M +$1.47M +7,962 +15%
GIA
760
Guyasuta Investment Advisors
Pennsylvania
$11.2M -$64K -347 -0.6%
BCV
761
Banque Cantonale Vaudoise
Switzerland
$11.2M -$5.72M -31,034 -34%
NLGIA
762
Nippon Life Global Investors Americas
New York
$11.2M -$258K -1,400 -2%
LIM
763
Leavell Investment Management
Alabama
$11.1M -$46.1K -250 -0.4%
LWM
764
Lyell Wealth Management
California
$11.1M +$823K +4,465 +8%
SB
765
Simmons Bank
Arkansas
$11.1M -$1.62M -8,802 -13%
FMC
766
First Merchants Corp
Indiana
$11.1M +$368K +1,994 +3%
ACM
767
Alight Capital Management
New York
$11.1M -$3.69M -20,000 -25%
CRM
768
Cramer Rosenthal McGlynn
Connecticut
$11.1M +$9.83M +53,310 +801%
CA
769
Capitolis Advisors
New York
$11.1M -$40.7M -220,433 -79%
CIA
770
Capital Investment Advisors
Georgia
$11M -$105K -572 -1%
SC
771
SouthState Corp
Florida
$11M -$66K -358 -0.6%
CC
772
Courier Capital
New York
$11M -$206K -1,116 -2%
IMC Chicago
773
IMC Chicago
Illinois
$10.9M +$10.9M +59,334 New
TFA
774
Toth Financial Advisory
Virginia
$10.9M -$444K -2,409 -4%
SAM
775
Sawgrass Asset Management
Florida
$10.9M -$980K -5,314 -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.