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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
KRSITF
826
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$9.53M -$99.4K -539 -1%
SCM
827
Stonebridge Capital Management
California
$9.51M -$92.2K -500 -1%
FWM
828
Frontier Wealth Management
Missouri
$9.45M +$3.69K +20 +0%
PFU
829
Parus Finance (UK)
United Kingdom
$9.41M +$148K +800 +2%
SRC
830
Shufro Rose & Co
New York
$9.4M +$20.3K +110 +0.2%
CT
831
Caldwell Trust
Florida
$9.39M +$67.5K +366 +0.7%
M
832
MOTCO
Texas
$9.35M -$806K -4,371 -8%
KWM
833
Kingsview Wealth Management
Oregon
$9.35M +$993K +5,386 +12%
SW
834
SteelPeak Wealth
California
$9.34M +$1.15M +6,227 +14%
SHGA
835
Sand Hill Global Advisors
California
$9.34M -$567K -3,074 -6%
PWW
836
Pettyjohn Wood & White
Virginia
$9.33M -$91.1K -494 -1%
FCH
837
Freestone Capital Holdings
Washington
$9.32M +$733K +3,975 +9%
WAM
838
World Asset Management
Michigan
$9.29M -$842K -4,566 -8%
MCA
839
Mercer Capital Advisers
New Jersey
$9.28M -$46.8K -254 -0.5%
RI
840
Redwood Investments
Massachusetts
$9.27M +$1.46M +7,928 +19%
LS
841
Livforsakringsbolaget Skandia
Sweden
$9.24M +$701K +3,800 +8%
MLL
842
Moody Lynn & Lieberson
Massachusetts
$9.24M +$2.47M +13,382 +36%
KC
843
KCL Capital
New York
$9.23M
KCM
844
Kornitzer Capital Management
Kansas
$9.22M -$1.55M -8,417 -14%
EIM
845
Essex Investment Management
Massachusetts
$9.22M -$420K -2,275 -4%
BCM
846
Buckhead Capital Management
Georgia
$9.21M -$733K -3,973 -7%
RIA
847
RPG Investment Advisory
California
$9.21M +$3.04M +16,499 +49%
GW
848
GW & Wade
Massachusetts
$9.19M +$2.31M +12,543 +34%
KA
849
Kintegral Advisory
New York
$9.19M
ACM
850
AlphaCrest Capital Management
New York
$9.06M +$7.76M +42,073 +600%

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.