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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
PAMG
1201
Patton Albertson Miller Group
Tennessee
$5.03M +$92.6K +502 +2%
FNBOMD
1202
First National Bank of Mount Dora
Florida
$5.01M -$1.13M -6,115 -18%
JIC
1203
Joel Isaacson & Co
New York
$5M -$174K -944 -3%
ECM
1204
Estabrook Capital Management
New York
$5M -$27.3K -148 -0.5%
BG
1205
Bollard Group
Massachusetts
$5M
SWM
1206
SeaCrest Wealth Management
New York
$4.99M -$53.1K -288 -1%
LC
1207
Longitude (Cayman)
Cayman Islands
$4.98M +$184K +1,000 +4%
CAL
1208
Capital Analysts LLC
Pennsylvania
$4.98M +$729K +3,952 +17%
BAM
1209
Belpointe Asset Management
Nevada
$4.98M -$53.7K -291 -1%
TAM
1210
Townsend Asset Management
North Carolina
$4.98M +$67.5K +366 +1%
CG
1211
Carmignac Gestion
France
$4.96M +$1.6M +8,682 +48%
AHC
1212
Anderson Hoagland & Co
Missouri
$4.96M +$234K +1,270 +5%
AWM
1213
Avitas Wealth Management
California
$4.95M -$195K -1,060 -4%
LG
1214
LaFleur & Godfrey
Michigan
$4.93M -$188K -1,021 -4%
PFO
1215
Pathstone Family Office
New Jersey
$4.93M +$2.26M +12,243 +85%
WSCM
1216
Wellington Shields Capital Management
New York
$4.93M +$59.2K +321 +1%
AP
1217
Arlington Partners
Alabama
$4.92M +$38.4K +208 +0.8%
CC
1218
Constitution Capital
Connecticut
$4.91M -$2.81M -15,262 -36%
MJB
1219
Mark J. Bradley
$4.91M -$174K -944 -3%
UF
1220
Univest Financial
Pennsylvania
$4.9M -$2.48M -13,440 -34%
JAM
1221
JCIC Asset Management
Ontario, Canada
$4.9M +$142K +772 +3%
NMIFOAC
1222
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.89M
TNA
1223
True North Advisors
Texas
$4.89M -$89.3K -484 -2%
MCM
1224
Mitchell Capital Management
Kansas
$4.89M +$543K +2,942 +12%
RWA
1225
Ropes Wealth Advisors
Massachusetts
$4.87M +$1.28M +6,936 +35%

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.