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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
ADL
1376
Asset Dedication LLC
California
$3.82M -$1.08M -5,882 -22%
BWM
1377
BigSur Wealth Management
Florida
$3.82M +$572K +3,100 +18%
JSMC
1378
Jess S. Morgan & Co
California
$3.8M -$154K -835 -4%
BTWM
1379
Baker Tilly Wealth Management
Wisconsin
$3.79M +$1.83M +9,899 +93%
SDWIA
1380
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.79M +$14.9K +81 +0.4%
KC
1381
Knuff & Co
California
$3.77M
UR
1382
USCA RIA
Texas
$3.77M +$407K +2,205 +12%
WG
1383
Welch Group
Alabama
$3.77M +$412K +2,233 +12%
QCG
1384
Quadrant Capital Group
Ohio
$3.76M +$413K +2,240 +12%
CT
1385
Chicago Trust
Illinois
$3.75M +$246K +1,334 +7%
KJHP
1386
K.J. Harrison & Partners
Ontario, Canada
$3.75M -$263K -1,426 -7%
CBTWT
1387
Community Bank & Trust (Waco, Texas)
Texas
$3.75M +$66K +358 +2%
LWAC
1388
Laurel Wealth Advisors (California)
California
$3.75M +$964K +5,229 +35%
NCGI
1389
Next Century Growth Investors
Minnesota
$3.74M +$861K +4,668 +30%
TSS
1390
Thomas Story & Son
Indiana
$3.74M +$25.3K +137 +0.7%
CI
1391
Ceera Investments
Texas
$3.74M +$3.74M +20,285 New
TAMH
1392
Taikang Asset Management (HK)
Hong Kong
$3.74M
EFS
1393
Essex Financial Services
Connecticut
$3.74M -$319K -1,729 -8%
AGM
1394
Alpine Global Management
New York
$3.72M +$3.72M +20,145 New
RG
1395
Rikoon Group
New Mexico
$3.71M +$4.61K +25 +0.1%
PWP
1396
Principle Wealth Partners
Connecticut
$3.71M +$373K +2,021 +11%
GIM
1397
Goelzer Investment Management
Indiana
$3.71M -$306K -1,658 -8%
SGA
1398
Strategic Global Advisors
California
$3.69M +$3.69M +20,004 New
GDS
1399
Gimbel Daniel Scott
$3.69M
SXL
1400
Summit X LLC
Missouri
$3.67M +$96.6K +524 +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.