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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
BKA
1051
Brick & Kyle Associates
Pennsylvania
$6.25M +$72.8K +395 +1%
AI
1052
Atom Investors
Texas
$6.24M -$4.02M -21,798 -39%
SAM
1053
Sompo Asset Management
Japan
$6.24M -$706K -3,830 -10%
BCPWM
1054
Bradley & Co Private Wealth Management
Florida
$6.22M +$6.22M +33,733 New
EH
1055
Equitable Holdings
New York
$6.21M +$1.08M +5,880 +21%
BIG
1056
Boothe Investment Group
Delaware
$6.21M +$133K +720 +2%
AF
1057
Arrow Financial
New York
$6.2M -$42K -228 -0.7%
AIC
1058
Ameritas Investment Company
Nebraska
$6.19M +$1.85M +10,005 +43%
PAG
1059
Private Advisory Group
Washington
$6.15M -$471K -2,552 -7%
HT
1060
Heritage Trust
Oklahoma
$6.14M -$3.37M -18,260 -35%
PCIA
1061
Prime Capital Investment Advisors
Kansas
$6.14M +$967K +5,241 +19%
MHIC
1062
Marble Harbor Investment Counsel
Massachusetts
$6.14M +$9.4K +51 +0.2%
MHS
1063
M Holdings Securities
Oregon
$6.09M +$1.27M +6,894 +26%
MC
1064
Middleton & Co
Massachusetts
$6.07M -$62K -336 -1%
FM
1065
Family Management
New York
$6.06M +$243K +1,317 +4%
BAM
1066
Boyar Asset Management
New York
$6.04M -$134K -725 -2%
GAG
1067
GM Advisory Group
New York
$6.04M -$99.2K -538 -2%
FMTC
1068
Farmers & Merchants Trust Company
California
$6.03M +$121K +656 +2%
NG
1069
Northstar Group
New York
$6.01M +$172K +933 +3%
WTFG
1070
Wells Trecaso Financial Group
Ohio
$6.01M +$1.48K +8 +0%
BSCM
1071
Berry Street Capital Management
United Kingdom
$6M +$5.99M +32,500 New
ANBT
1072
American National Bank & Trust
Texas
$5.99M +$36.5K +198 +0.6%
BAM
1073
Brave Asset Management
New Jersey
$5.98M +$53.8K +292 +0.9%
OSAM
1074
O'Shaughnessy Asset Management
Connecticut
$5.98M +$851K +4,615 +17%
PGAM
1075
Princeton Global Asset Management
New Jersey
$5.97M +$29.3K +159 +0.5%

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.