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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
LAI
1026
Legal Advantage Investments
California
$6.54M +$1.35M +7,306 +26%
AWM
1027
Altavista Wealth Management
North Carolina
$6.54M -$334K -1,809 -5%
MHC
1028
Meyer Handelman Company
New York
$6.51M +$645K +3,500 +11%
APSI
1029
Asset Planning Services Inc
Louisiana
$6.51M -$95.3K -517 -1%
PKC
1030
Palmer Knight Company
Florida
$6.46M +$686K +3,721 +12%
LWANC
1031
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.46M -$9.04K -49 -0.1%
Twin Tree Management
1032
Twin Tree Management
Texas
$6.45M -$2.07M -11,222 -24%
SSA
1033
Schonfeld Strategic Advisors
New York
$6.44M -$21.5M -116,784 -77%
PMAM
1034
Picton Mahoney Asset Management
Ontario, Canada
$6.42M -$3.47M -18,790 -35%
EVC
1035
Eidelman Virant Capital
Missouri
$6.42M +$279K +1,515 +5%
BCM
1036
Bourgeon Capital Management
Connecticut
$6.41M -$5.24M -28,425 -45%
BAAM
1037
Baker Avenue Asset Management
California
$6.39M -$5.16K -28 -0.1%
PTC
1038
Private Trust Company
Ohio
$6.38M +$11.2K +61 +0.2%
SA
1039
swisspartners Advisors
Switzerland
$6.37M -$2.69M -14,561 -30%
BCM
1040
Barometer Capital Management
Ontario, Canada
$6.37M +$1.81M +9,840 +40%
SCM
1041
Snow Capital Management
Pennsylvania
$6.33M -$1.1M -5,950 -15%
LPT
1042
Legacy Private Trust
Wisconsin
$6.33M +$156K +847 +3%
WA
1043
WBH Advisory
Maryland
$6.32M -$168K -912 -3%
CCM
1044
Consolidated Capital Management
California
$6.29M -$232K -1,256 -4%
AAP
1045
Aristotle Atlantic Partners
Florida
$6.29M +$1.11M +6,042 +22%
WPIC
1046
White Pine Investment Company
Michigan
$6.27M +$15.3K +83 +0.2%
QI
1047
QV Investors
Alberta, Canada
$6.27M -$526K -2,850 -8%
FFA
1048
Fragasso Financial Advisors
Pennsylvania
$6.26M +$46.3K +251 +0.7%
CANC
1049
Culbertson A N & Co
Virginia
$6.26M +$66.4K +360 +1%
BSW
1050
Buckingham Strategic Wealth
Missouri
$6.25M -$934K -5,063 -13%

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.