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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
DI
1001
Diligent Investors
California
$6.75M -$175K -951 -3%
NA
1002
NewEdge Advisors
Louisiana
$6.74M +$415K +2,250 +7%
FCT
1003
Family Capital Trust
Massachusetts
$6.73M -$407K -2,207 -6%
BHB
1004
Bank Hapoalim BM
Israel
$6.72M +$6.17M +33,458 +1,123%
PVH
1005
Psagot Value Holdings
Israel
$6.71M +$5.44M +29,506 +429%
OCM
1006
Oakwood Capital Management
California
$6.7M -$134K -724 -2%
IWM
1007
IHT Wealth Management
Illinois
$6.69M +$285K +1,547 +4%
CWM
1008
Circle Wealth Management
New Jersey
$6.68M +$667K +3,616 +11%
EVM
1009
Evelyn V. Moreno
$6.68M +$19K +103 +0.3%
PBC
1010
Pavion Blue Capital
California
$6.67M -$17K -92 -0.3%
MWM
1011
Mission Wealth Management
California
$6.66M +$182K +988 +3%
NCM
1012
Novare Capital Management
North Carolina
$6.66M +$5.63M +30,537 +552%
MFWM
1013
Motley Fool Wealth Management
Virginia
$6.65M +$206K +1,117 +3%
CCM
1014
Crossvault Capital Management
Texas
$6.65M +$181K +980 +3%
BGIM
1015
Brandywine Global Investment Management
Pennsylvania
$6.64M -$304K -1,647 -4%
GCC
1016
Guardian Capital (Canada)
Ontario, Canada
$6.63M +$734K +3,980 +12%
CWM
1017
CMH Wealth Management
New Hampshire
$6.63M +$2.09M +11,337 +46%
AC
1018
Abbrea Capital
California
$6.62M +$113K +612 +2%
FA
1019
Financial Avengers
California
$6.62M +$507K +2,749 +8%
RMC
1020
Resources Management Corp
Connecticut
$6.61M +$55.3K +300 +0.8%
MPWT
1021
MassMutual Private Wealth & Trust
Connecticut
$6.59M +$685K +3,713 +12%
CICI
1022
Capital Investment Counsel Inc
North Carolina
$6.58M +$653K +3,542 +11%
NFG
1023
Next Financial Group
Texas
$6.57M +$391K +2,118 +6%
GT
1024
Greenleaf Trust
Michigan
$6.54M +$821K +4,450 +14%
CIP
1025
Chartwell Investment Partners
Pennsylvania
$6.54M

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.