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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
RIM
876
Redpoint Investment Management
Australia
$8.54M +$254K +1,377 +3%
ECM
877
Exchange Capital Management
Michigan
$8.53M -$71.4K -387 -0.8%
RWA
878
River Wealth Advisors
Pennsylvania
$8.53M +$318K +1,727 +4%
LFAS
879
Level Four Advisory Services
Texas
$8.53M +$323K +1,751 +4%
ACM
880
Arrow Capital Management
New York
$8.47M -$15.7M -85,285 -65%
QI
881
QS Investors
New York
$8.43M -$789K -4,279 -9%
VCM
882
Violich Capital Management
California
$8.41M -$34.1K -185 -0.4%
AOWM
883
Alpha Omega Wealth Management
Virginia
$8.37M -$165K -896 -2%
SNB
884
Security National Bank
Nebraska
$8.36M +$191K +1,037 +2%
SWK
885
Stephen W. Kidder
$8.36M -$23.1K -125 -0.3%
HVIA
886
Hudson Valley Investment Advisors
New York
$8.35M +$154K +837 +2%
TWM
887
TLW Wealth Management
Florida
$8.32M +$18.8K +102 +0.2%
Koshinski Asset Management
888
Koshinski Asset Management
Illinois
$8.32M +$4.84M +26,222 +139%
AGAM
889
Avalon Global Asset Management
California
$8.3M +$8.3M +45,000 New
OCAM
890
Onex Canada Asset Management
Ontario, Canada
$8.29M +$729K +3,955 +10%
BONST
891
Bank of Nova Scotia Trust
Ontario, Canada
$8.29M +$516K +2,797 +7%
DBG
892
De Burlo Group
Massachusetts
$8.29M +$8.28M +44,900 New
AAF
893
Andra AP-fonden
Sweden
$8.27M +$2.38M +12,900 +40%
AHC
894
Adell Harriman & Carpenter
Texas
$8.23M +$165K +897 +2%
LSA
895
L & S Advisors
California
$8.21M +$331K +1,795 +4%
NGM
896
North Growth Management
British Columbia, Canada
$8.2M +$1.29M +7,000 +19%
FC
897
Fulcrum Capital
Washington
$8.19M -$1.37M -7,409 -14%
MJP
898
Michael J. Puzo
$8.19M -$11.6K -63 -0.1%
HFM
899
Hartford Financial Management
Connecticut
$8.16M -$281K -1,523 -3%
DCM
900
Donaldson Capital Management
Indiana
$8.14M +$87K +472 +1%

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.