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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
WP
951
WMS Partners
Maryland
$7.37M -$104K -565 -1%
VFA
952
Voya Financial Advisors
Connecticut
$7.36M -$549K -2,977 -7%
RP
953
Rice Partnership
Hawaii
$7.33M +$385K +2,087 +6%
RWM
954
RKL Wealth Management
Pennsylvania
$7.32M -$432K -2,342 -6%
KSCM
955
Key Square Capital Management
Connecticut
$7.32M +$7.32M +39,680 New
MWM
956
Marietta Wealth Management
Georgia
$7.32M -$173K -939 -2%
AAS
957
Annex Advisory Services
Wisconsin
$7.31M -$135K -733 -2%
WKWM
958
Walter & Keenan Wealth Management
Indiana
$7.29M -$320K -1,733 -4%
ANTB
959
AMG National Trust Bank
Colorado
$7.28M -$1.83M -9,929 -20%
MWM
960
Madison Wealth Management
Ohio
$7.28M +$54.4K +295 +0.8%
PI
961
PEAK6 Investments
Illinois
$7.26M -$16.7M -90,816 -70%
WCA
962
Westover Capital Advisors
Delaware
$7.24M -$496K -2,687 -6%
VIG
963
Vienna Insurance Group
Poland
$7.23M +$7.23M +39,200 New
VI
964
Vestcor Inc
New Brunswick, Canada
$7.21M -$132K -718 -2%
KFP
965
KMG Fiduciary Partners
Ohio
$7.19M -$182K -986 -2%
FAT
966
First American Trust
California
$7.19M -$68.4K -371 -0.9%
BDWM
967
Brewin Dolphin Wealth Management
Ireland
$7.15M +$581K +3,152 +9%
MP
968
McDonald Partners
Ohio
$7.14M -$82.4K -447 -1%
SAIG
969
Semper Augustus Investments Group
Colorado
$7.12M -$15.5K -84 -0.2%
WB
970
Webster Bank
Connecticut
$7.09M +$247K +1,341 +4%
OHIS
971
Oak Harvest Investment Services
Texas
$7.08M +$212K +1,149 +3%
TWMP
972
Taylor Wealth Management Partners
Massachusetts
$7.08M -$21.8K -118 -0.3%
FHB
973
First Hawaiian Bank
Hawaii
$7.06M +$476K +2,579 +7%
GAB
974
German American Bancorp
Indiana
$7.06M +$469K +2,545 +7%
DWA
975
Douglass Winthrop Advisors
New York
$7.01M -$115K -625 -2%

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.