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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
OIM
1401
Oder Investment Management
California
$3.67M -$1.84K -10 -0.1%
HCM
1402
Highlander Capital Management
New Jersey
$3.66M -$249K -1,350 -6%
MCC
1403
Malaga Cove Capital
California
$3.65M
SIM
1404
Seaview Investment Managers
Florida
$3.64M -$888K -4,813 -20%
JWM
1405
Jeppson Wealth Management
California
$3.63M -$5.53K -30 -0.2%
RCMU
1406
Rokos Capital Management (UK)
United Kingdom
$3.62M -$42M -227,760 -92%
SFP
1407
Shepherd Financial Partners
Massachusetts
$3.61M +$184K +999 +5%
DIA
1408
Dana Investment Advisors
Wisconsin
$3.61M -$634K -3,438 -15%
PCP
1409
Proficio Capital Partners
Massachusetts
$3.6M +$679K +3,681 +23%
SIM
1410
Sentry Investment Management
Wisconsin
$3.59M -$17.6M -95,518 -83%
VMPIC
1411
Varma Mutual Pension Insurance Co
Finland
$3.56M
HCM
1412
Hollencrest Capital Management
California
$3.55M +$57.9K +314 +2%
HI
1413
Horizon Investments
North Carolina
$3.55M +$3.55M +19,236 New
CGL
1414
Clarius Group LLC
Washington
$3.54M +$116K +631 +3%
SFG
1415
Summit Financial Group
West Virginia
$3.52M
SIMM
1416
Stillwater Investment Management (Minnesota)
Minnesota
$3.52M -$19K -103 -0.5%
AI
1417
Aperture Investors
New York
$3.52M -$47.4K -257 -1%
MPAM
1418
Murphy Pohlad Asset Management
Minnesota
$3.52M -$198K -1,076 -5%
DHFB
1419
Dixon Hubard Feinour & Brown
Virginia
$3.51M +$2.06M +11,172 +96%
SC
1420
Sawyer & Company
Massachusetts
$3.5M -$31.4K -170 -0.9%
BBNA
1421
Bremer Bank National Association
Minnesota
$3.49M +$34.9K +189 +1%
FTDI
1422
First Trust Direct Indexing
Massachusetts
$3.49M +$1.28M +6,931 +58%
HCA
1423
Horan Capital Advisors
Ohio
$3.48M +$158K +855 +5%
BEC
1424
Blue Edge Capital
Virginia
$3.48M +$45.2K +245 +1%
CCM
1425
Compton Capital Management
Rhode Island
$3.48M -$59K -320 -2%

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.