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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
UC
976
Unio Capital
New Jersey
$6.98M +$4.69M +25,421 +205%
WAM
977
Wallington Asset Management
Indiana
$6.98M +$246K +1,334 +4%
PC
978
Permanens Capital
New York
$6.98M +$583K +3,163 +9%
MIA
979
MainStreet Investment Advisors
Illinois
$6.97M -$517K -2,806 -7%
MAM
980
Meeder Asset Management
Ohio
$6.96M +$4.39M +23,784 +170%
ECM
981
ExodusPoint Capital Management
New York
$6.96M -$21.5M -116,558 -76%
BPA
982
Beacon Pointe Advisors
California
$6.95M -$931K -5,047 -12%
JWM
983
Jupiter Wealth Management
Colorado
$6.95M
FB
984
Fulton Bank
Pennsylvania
$6.94M +$43.5K +236 +0.6%
CS
985
Comerica Securities
Michigan
$6.92M -$439K -2,378 -6%
SBL
986
Sargent Bickham Lagudis
Colorado
$6.9M -$47.6K -258 -0.7%
WF
987
WoodTrust Financial
Wisconsin
$6.9M +$10.7K +58 +0.2%
GVAG
988
Great Valley Advisor Group
Delaware
$6.88M -$1.31M -7,086 -16%
CIM
989
Chapman Investment Management
California
$6.88M +$922 +5 +0%
MIC
990
Means Investment Company
Maine
$6.87M +$145K +784 +2%
CG
991
Caprock Group
Idaho
$6.86M -$193K -1,046 -3%
LCM
992
Logan Capital Management
Pennsylvania
$6.85M +$56.1K +304 +0.8%
SIM
993
Sonora Investment Management
Arizona
$6.85M +$1.38M +7,486 +25%
BL
994
BCWM LLC
Kansas
$6.84M -$6.87M -37,228 -50%
BAMF
995
BI Asset Management Fondsmaeglerselskab
Denmark
$6.82M +$3.18M +17,246 +88%
VSWA
996
Vontobel Swiss Wealth Advisors
Switzerland
$6.81M +$864K +4,687 +15%
PC
997
Pecaut & Co
Iowa
$6.8M -$144K -781 -2%
TS
998
Tamar Securities
California
$6.8M +$563K +3,054 +9%
RCM
999
Riverpark Capital Management
New York
$6.78M +$253K +1,373 +4%
CT
1000
Coastline Trust
Rhode Island
$6.75M -$1.58M -8,591 -19%

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.