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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
LSWM
1076
Lorne Steinberg Wealth Management
Canada
$5.95M +$12.9K +70 +0.2%
KA
1077
KLCM Advisors
Wisconsin
$5.95M -$8.8M -47,726 -60%
MCM
1078
MKP Capital Management
New York
$5.94M +$4.32M +23,411 +266%
MAM
1079
Melqart Asset Management
United Kingdom
$5.94M -$7.49M -40,610 -56%
HBT
1080
Hills Bank & Trust
Iowa
$5.94M -$268K -1,452 -4%
BEAM
1081
Baker Ellis Asset Management
Washington
$5.93M +$61.6K +334 +1%
AC
1082
Addison Capital
Pennsylvania
$5.91M -$16.8K -91 -0.3%
BCCM
1083
Bridge Creek Capital Management
Massachusetts
$5.91M -$50.9K -276 -0.9%
BS
1084
Boenning & Scattergood
Pennsylvania
$5.9M +$235K +1,276 +4%
JCM
1085
Jag Capital Management
Missouri
$5.9M +$1.14M +6,207 +24%
SIP
1086
Stoneridge Investment Partners
Pennsylvania
$5.89M +$5.89M +31,947 New
HIIFS
1087
Harel Insurance Investments & Financial Services
Israel
$5.88M -$1.47M -7,945 -44%
NGA
1088
Naples Global Advisors
Florida
$5.88M -$99.6K -540 -2%
SA
1089
Sicart Associates
New York
$5.88M -$403K -2,184 -6%
WRF
1090
Waddell & Reed Financial
Kansas
$5.88M -$19.5M -105,595 -77%
SW
1091
SlateStone Wealth
Florida
$5.87M +$378K +2,048 +7%
BFM
1092
Boothbay Fund Management
New York
$5.87M -$3.81M -20,669 -39%
MWVC
1093
Morgens Waterfall Vintiadis & Co
New York
$5.87M +$4.02M +21,800 +218%
NL
1094
NWAM LLC
Washington
$5.87M +$4.12M +22,353 +237%
RAM
1095
Roanoke Asset Management
New Jersey
$5.85M +$14.8K +80 +0.3%
ST
1096
Spinnaker Trust
Maine
$5.85M -$491K -2,662 -8%
SFS
1097
Sowell Financial Services
Arkansas
$5.84M +$327K +1,771 +6%
FIB
1098
First Interstate Bancsystem
Montana
$5.81M +$5.8M +31,464 New
First Trust Advisors
1099
First Trust Advisors
Illinois
$5.79M -$1.61M -8,714 -22%
DSC
1100
Duncker Streett & Co
Missouri
$5.79M -$38.7K -210 -0.7%

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.