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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
BFC
1326
Bedel Financial Consulting
Indiana
$4.06M +$29.5K +160 +0.7%
HB
1327
Homrich & Berg
Georgia
$4.06M +$91.3K +495 +2%
HCA
1328
Harbour Capital Advisors
Virginia
$4.05M +$413K +2,242 +11%
DAM
1329
Diamant Asset Management
Connecticut
$4.05M +$20.3K +110 +0.5%
EWM
1330
Endurance Wealth Management
Rhode Island
$4.05M +$74K +401 +2%
CCM
1331
Condor Capital Management
New Jersey
$4.04M -$125K -677 -3%
FCMT
1332
Founders Capital Management (Texas)
Texas
$4.04M -$2.77K -15 -0.1%
TLP
1333
Trinity Legacy Partners
Texas
$4.04M +$257K +1,394 +7%
HT
1334
HighTower Trust
Texas
$4.03M -$318K -1,725 -7%
OLA
1335
Oliver Luxxe Assets
New Jersey
$4.03M -$81.3K -441 -2%
ABP
1336
Arthur B. Page
$4M -$164K -890 -4%
RWM
1337
Ritholtz Wealth Management
New York
$4M +$265K +1,438 +7%
RW
1338
RVW Wealth
California
$4M +$2.68M +14,546 +209%
VBFG
1339
Vishria Bird Financial Group
Tennessee
$4M +$4M +21,674 New
BCM
1340
Boltwood Capital Management
California
$4M -$296K -1,607 -7%
CCG
1341
Ceeto Capital Group
Florida
$3.98M -$18.4K -100 -0.5%
JAFL
1342
Jay A. Fishman Ltd
Michigan
$3.98M +$140K +760 +4%
BCM
1343
BCK Capital Management
Connecticut
$3.97M +$162K +880 +4%
PFS
1344
Physicians Financial Services
North Carolina
$3.97M +$284K +1,542 +8%
HWA
1345
Heritage Way Advisors
Illinois
$3.97M -$194K -1,051 -5%
GCIG
1346
Grand Central Investment Group
Florida
$3.97M -$47K -255 -1%
CIG
1347
Consolidated Investment Group
Colorado
$3.95M
MWA
1348
MFA Wealth Advisors
Pennsylvania
$3.93M +$446K +2,417 +13%
PFS
1349
Prospera Financial Services
Texas
$3.93M +$566K +3,069 +17%
IC
1350
Intersect Capital
California
$3.92M +$695K +3,770 +22%

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.