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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
LCM
1151
Liberty Capital Management
Michigan
$5.35M -$43.7K -237 -0.8%
PCM
1152
Prelude Capital Management
New York
$5.34M -$4.66M -25,283 -47%
WI
1153
Wintrust Investments
Illinois
$5.34M -$510K -2,766 -8%
NB
1154
Northwest Bancshares
Pennsylvania
$5.33M -$264K -1,431 -5%
FCM
1155
Fairbanks Capital Management
California
$5.33M -$105K -570 -2%
LJHT
1156
Laurie J. Hall Trustee
$5.33M -$802K -4,348 -13%
BAM
1157
Blueshift Asset Management
New Jersey
$5.33M +$5.32M +28,864 New
MCCP
1158
Mission Creek Capital Partners
California
$5.32M +$4.98K +27 +0.1%
WAP
1159
Wealthcare Advisory Partners
Pennsylvania
$5.32M +$366K +1,986 +7%
HSA
1160
HBK Sorce Advisory
Pennsylvania
$5.31M -$184K -998 -3%
AMM
1161
American Money Management
California
$5.29M -$498K -2,700 -9%
WFG
1162
Wills Financial Group
Virginia
$5.28M -$2.77K -15 -0.1%
AMI
1163
Amica Mutual Insurance
Rhode Island
$5.26M -$302K -1,636 -5%
AWM
1164
Apollon Wealth Management
South Carolina
$5.26M -$4.01M -21,720 -43%
VNA
1165
Valley National Advisers
Pennsylvania
$5.25M -$203K -1,099 -4%
RP
1166
Rowlandmiller & Partners
Georgia
$5.25M -$92.9K -504 -2%
PCIG
1167
Partners Capital Investment Group
Massachusetts
$5.24M +$2.34M +12,688 +81%
IFG
1168
Independent Financial Group
California
$5.23M +$492K +2,667 +10%
NPT
1169
Nixon Peabody Trust
Massachusetts
$5.23M +$42.6K +231 +0.8%
KIC
1170
Keating Investment Counselors
Florida
$5.22M -$738K -4,003 -12%
CM
1171
Capula Management
Cayman Islands
$5.22M +$5.22M +28,303 New
JAG
1172
Journey Advisory Group
Kentucky
$5.22M -$184 -1 -0%
MCM
1173
Mengis Capital Management
Oregon
$5.21M -$23.1K -125 -0.4%
TFA
1174
Teamwork Financial Advisors
Texas
$5.21M +$1.27M +6,871 +32%
BRA
1175
Bender Robert & Associates
California
$5.21M -$78.2K -424 -1%

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.