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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
Lido Advisors
801
Lido Advisors
California
$10.2M +$2.54M +13,800 +33%
PL
802
Parkwood LLC
Ohio
$10.2M +$10.1M +55,013 New
JCM
803
Janney Capital Management
Pennsylvania
$10.1M -$6M -32,548 -37%
PLFAM
804
Pineno Levin & Ford Asset Management
Virginia
$10.1M -$180K -976 -2%
BCM
805
Bridgeway Capital Management
Texas
$10.1M -$941K -5,100 -9%
GIA
806
GHP Investment Advisors
Colorado
$10.1M -$174K -942 -2%
GAM
807
Griffin Asset Management
New York
$10.1M -$855K -4,636 -8%
CWM
808
Calamos Wealth Management
Illinois
$10.1M +$236K +1,278 +2%
NCM
809
Nelson Capital Management
California
$9.97M -$135K -731 -1%
TCOT
810
Trust Company of Toledo
Ohio
$9.96M -$78.9K -428 -0.8%
PJSIMP
811
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.95M -$48.5K -263 -0.5%
KS
812
Karpas Strategies
Connecticut
$9.89M +$4.43K +24 +0%
WAM
813
Winslow Asset Management
Ohio
$9.89M -$404K -2,191 -4%
WIC
814
WealthBridge Investment Counsel
Alberta, Canada
$9.86M -$111K -600 -1%
NPF
815
Norris Perne & French
Michigan
$9.8M +$1.45M +7,876 +17%
CHC
816
City Holding Co
West Virginia
$9.77M +$193K +1,049 +2%
AF
817
Alerus Financial
North Dakota
$9.76M +$2.83M +15,322 +41%
IWC
818
Integrated Wealth Concepts
Massachusetts
$9.73M +$1.27M +6,897 +15%
CA
819
Clearstead Advisors
Ohio
$9.73M +$874K +4,738 +10%
CFSG
820
Community Financial Services Group
Vermont
$9.71M -$159K -860 -2%
SCA
821
STALEY CAPITAL ADVISERS
Pennsylvania
$9.71M +$46.8K +254 +0.5%
WDA
822
Wendell David Associates
New Hampshire
$9.68M +$14.4K +78 +0.1%
CCT
823
Country Club Trust
Missouri
$9.66M -$65.8K -357 -0.7%
PFPT
824
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.61M +$891K +4,834 +10%
OCM
825
Olstein Capital Management
New York
$9.6M -$553K -3,000 -5%

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.