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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
HI
1301
Hoey Investments
Pennsylvania
$4.27M +$2.01M +10,907 +89%
IR
1302
IAT Reinsurance
New York
$4.25M
MCP
1303
Mirador Capital Partners
California
$4.23M +$379K +2,055 +10%
ACP
1304
Aviance Capital Partners
Florida
$4.23M -$12.2K -66 -0.3%
TBNY
1305
Trustco Bank (New York)
New York
$4.22M -$18.4K -100 -0.4%
QPWM
1306
Quadrant Private Wealth Management
Pennsylvania
$4.22M -$922K -5,002 -18%
NNP
1307
Nachman Norwood & Parrott
South Carolina
$4.21M -$75.1K -407 -2%
JCM
1308
Jacobi Capital Management
Pennsylvania
$4.2M -$225K -1,220 -5%
WIA
1309
Westbourne Investment Advisors
Maryland
$4.2M -$8.48K -46 -0.2%
GIA
1310
Gladstone Institutional Advisory
Florida
$4.17M +$1.97M +10,673 +90%
NIC
1311
Northwest Investment Counselors
Oregon
$4.16M -$176K -955 -4%
SFG
1312
SNS Financial Group
Minnesota
$4.16M -$38.7K -210 -0.9%
AFM
1313
Abbot Financial Management
Massachusetts
$4.15M +$1.66K +9 +0%
GP
1314
Greenline Partners
New York
$4.15M +$77.3K +419 +2%
AFA
1315
Arlington Financial Advisors
California
$4.15M +$78K +423 +2%
WP
1316
Waycross Partners
Kentucky
$4.14M -$241K -1,308 -6%
RFA
1317
Reilly Financial Advisors
California
$4.12M -$524K -2,844 -11%
JWCA
1318
J.W. Cole Advisors
Florida
$4.11M -$212K -1,150 -5%
ACM
1319
Alpha Capital Management
Texas
$4.11M -$30.1K -163 -0.7%
VF
1320
Virtu Financial
New York
$4.11M -$1.06M -5,737 -20%
NAM
1321
NorthCoast Asset Management
Connecticut
$4.1M -$340K -1,842 -8%
BA
1322
Bristlecone Advisors
Washington
$4.08M +$8.11K +44 +0.2%
IB
1323
Intrust Bank
Kansas
$4.07M +$65.7K +356 +2%
RBA
1324
Richard Bernstein Advisors
New York
$4.07M -$794K -4,304 -16%
SMC
1325
Smith, Moore & Co
Missouri
$4.06M +$131K +711 +3%

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.