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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
SC
1276
Savant Capital
Illinois
$4.44M +$115K +624 +3%
BFO
1277
Boston Family Office
Massachusetts
$4.42M -$184 -1 -0%
SFS
1278
Strategic Financial Services
New York
$4.41M -$344K -1,865 -7%
IA
1279
IFG Advisory
Georgia
$4.4M +$198K +1,072 +5%
WWM
1280
Windsor Wealth Management
Indiana
$4.4M +$111K +602 +3%
PAM
1281
Pegasus Asset Management
New York
$4.4M +$57.9K +314 +1%
BAWC
1282
Black-and-white Capital
California
$4.39M -$49.5M -268,375 -92%
AFP
1283
Ausdal Financial Partners
Iowa
$4.39M +$232K +1,260 +6%
CI
1284
Conning Inc
Connecticut
$4.38M -$400K -2,170 -8%
BZWA
1285
Blue Zone Wealth Advisors
California
$4.37M +$1.52M +8,253 +54%
CWM
1286
Concentric Wealth Management
California
$4.35M +$369 +2 +0%
MOS
1287
MGO One Seven
Ohio
$4.34M +$987K +5,352 +29%
KNW
1288
Kesler Norman & Wride
Utah
$4.34M -$202K -1,097 -4%
HAS
1289
HBW Advisory Services
California
$4.33M -$650K -3,523 -13%
CAAS
1290
Capital Asset Advisory Services
Michigan
$4.33M +$512K +2,778 +13%
WCM
1291
Weik Capital Management
Pennsylvania
$4.32M -$4.61K -25 -0.1%
CCA
1292
Checchi Capital Advisers
California
$4.32M -$104K -566 -2%
NAMP
1293
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.31M +$290K +1,574 +7%
ED
1294
Exane Derivatives
France
$4.3M -$112K -610 -3%
ACM
1295
Adalta Capital Management
New York
$4.29M +$277K +1,500 +7%
VM
1296
Venator Management
Pennsylvania
$4.28M +$83.4K +452 +2%
CA
1297
Commerzbank Aktiengesellschaft
Germany
$4.28M -$544K -2,952 -11%
VCM
1298
Venator Capital Management
Ontario, Canada
$4.28M -$1.64M -8,900 -31%
MAM
1299
Myriad Asset Management
Hong Kong
$4.28M +$4.28M +23,200 New
S
1300
SignatureFD
Georgia
$4.27M +$413K +2,238 +11%

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.