We are live on ! Find out more
DIS icon

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
WC
1101
Westhampton Capital
North Carolina
$5.76M +$61.4K +333 +1%
AWM
1102
Avior Wealth Management
Nebraska
$5.76M +$14.8K +80 +0.3%
ATI
1103
Act Two Investors
California
$5.75M
PI
1104
PFS Investments
Georgia
$5.75M +$270K +1,465 +5%
EW
1105
Evoke Wealth
California
$5.74M +$1.95M +10,591 +52%
IAIM
1106
International Assets Investment Management
Florida
$5.74M +$3.09M +16,777 +115%
MAFM
1107
Mid Atlantic Financial Management
Pennsylvania
$5.71M +$361K +1,958 +7%
GRP
1108
Global Retirement Partners
California
$5.7M +$447K +2,426 +9%
BIC
1109
Beach Investment Counsel
Pennsylvania
$5.7M
CCP
1110
Corient Capital Partners
California
$5.7M +$215K +1,164 +4%
RMAM
1111
Raab & Moskowitz Asset Management
New Jersey
$5.7M -$82.2K -446 -1%
ERWM
1112
Elk River Wealth Management
Colorado
$5.68M +$1.49M +8,096 +36%
PA
1113
Parallel Advisors
California
$5.67M -$156K -848 -3%
MA
1114
Menlo Advisors
California
$5.66M -$184 -1 -0%
FA
1115
FMA Advisory
Pennsylvania
$5.64M -$124K -671 -2%
MF
1116
Montis Financial
Massachusetts
$5.64M -$39.1K -212 -0.7%
DAS
1117
Dynamic Advisor Solutions
Arizona
$5.63M -$1.22M -6,599 -18%
CP
1118
Corbenic Partners
Pennsylvania
$5.63M -$800K -4,339 -12%
BRM
1119
Boston Research & Management
Massachusetts
$5.63M -$25.8K -140 -0.5%
RCM
1120
Radnor Capital Management
Pennsylvania
$5.63M -$214K -1,163 -4%
EB
1121
Eastern Bank
Massachusetts
$5.63M -$22.1K -120 -0.4%
SFI
1122
Susquehanna Fundamental Investments
Pennsylvania
$5.6M -$10.7M -57,863 -66%
PCTC
1123
Perkins Coie Trust Company
Washington
$5.59M -$229K -1,244 -4%
SWA
1124
SOA Wealth Advisors
New York
$5.57M -$219K -1,186 -4%
BP
1125
BBR Partners
New York
$5.54M +$1.25M +6,770 +29%

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.