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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
PIM
901
Penobscot Investment Management
Massachusetts
$8.12M -$666K -3,612 -8%
LI
902
Lafayette Investments
Maryland
$8.11M -$261K -1,416 -3%
SNT
903
Security National Trust
West Virginia
$8.1M -$219K -1,185 -3%
HAIM
904
Hunter Associates Investment Management
Pennsylvania
$8.06M +$95.7K +519 +1%
PP
905
Patten & Patten
Tennessee
$8.06M +$47.8K +259 +0.6%
QT
906
Quantbot Technologies
New York
$8.05M +$8.05M +43,656 New
CCM
907
Cinctive Capital Management
New York
$8.02M -$2.13M -11,549 -21%
Carson Wealth (CWM LLC)
908
Carson Wealth (CWM LLC)
Nebraska
$8M
EWA
909
Exencial Wealth Advisors
Oklahoma
$8M +$293K +1,591 +4%
JVBC
910
J.V. Bruni & Co
Colorado
$7.97M -$8.31M -45,054 -51%
FMWA
911
Forvis Mazars Wealth Advisors
Missouri
$7.96M -$871K -4,724 -10%
TNB
912
TCF National Bank
South Dakota
$7.96M -$4.01M -21,735 -34%
BFIC
913
Bedell Frazier Investment Counselling
California
$7.91M -$1.99M -10,784 -20%
ECM
914
Everence Capital Management
Indiana
$7.9M
GAM
915
Gotham Asset Management
New York
$7.86M -$8.68M -47,058 -52%
H
916
HoyleCohen
California
$7.84M +$20.7K +112 +0.3%
FA
917
Fagan Associates
New York
$7.83M +$544K +2,952 +7%
CNC
918
Canandaigua National Corp
New York
$7.82M -$145K -787 -2%
FNB
919
Farmers National Bank
Kentucky
$7.81M +$87K +472 +1%
HIA
920
Harbor Investment Advisory
Maryland
$7.81M +$369K +1,999 +5%
MAM
921
Morse Asset Management
Connecticut
$7.8M +$445K +2,412 +6%
FC
922
Ferris Capital
Massachusetts
$7.78M +$298K +1,615 +4%
NSEDCP
923
NJ State Employees Deferred Compensation Plan
New Jersey
$7.75M
RPC
924
Rossmore Private Capital
Connecticut
$7.75M +$100K +544 +1%
KTM
925
Keeler Thomas Management
Utah
$7.74M -$225K -1,222 -3%

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.