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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
JF
1426
Jump Financial
Illinois
$3.46M +$2.53M +13,740 +273%
SIG
1427
Sky Investment Group
Connecticut
$3.46M -$107K -578 -3%
PP
1428
Professional Planning
California
$3.45M -$577K -3,129 -14%
AB
1429
Atlas Brown
Kentucky
$3.45M +$164K +889 +5%
RIM
1430
Regent Investment Management
Kentucky
$3.44M +$90.4K +490 +3%
COI
1431
Connable Office Inc
Michigan
$3.44M -$136K -738 -4%
JSC
1432
Jackson Square Capital
California
$3.44M +$2.6M +14,109 +311%
SWIG
1433
Strategic Wealth Investment Group
Kentucky
$3.44M +$421K +2,282 +14%
PMG
1434
ProVise Management Group
Florida
$3.43M +$36.9K +200 +1%
IHL
1435
Investment House LLC
California
$3.42M -$692K -3,755 -17%
LS
1436
Leelyn Smith
Illinois
$3.41M +$92.8K +503 +3%
FNBTCON
1437
First National Bank & Trust Co of Newtown
Pennsylvania
$3.41M +$95.2K +516 +3%
IAN
1438
Integrated Advisors Network
Texas
$3.4M +$877K +4,757 +35%
CWP
1439
CFM Wealth Partners
Texas
$3.39M +$3.69K +20 +0.1%
JHCP
1440
Jackson Hole Capital Partners
Oklahoma
$3.39M +$124K +675 +4%
AF
1441
Aldebaran Financial
$3.38M -$63.6K -345 -2%
EF
1442
Empirical Finance
Pennsylvania
$3.38M
CCFCSB
1443
Cape Cod Five Cents Savings Bank
Massachusetts
$3.38M -$133K -722 -4%
NL
1444
NVWM LLC
Pennsylvania
$3.38M +$1.12M +6,059 +50%
GAM
1445
Garrison Asset Management
Arkansas
$3.37M +$51.8K +281 +2%
SC
1446
Slow Capital
California
$3.35M +$5.72K +31 +0.2%
LJAC
1447
L.J. Altfest & Co
New York
$3.35M +$52.9K +287 +2%
BCFS
1448
Butensky & Cohen Financial Security
Florida
$3.35M -$162K -876 -5%
PG
1449
Patten Group
Tennessee
$3.34M +$182K +985 +6%
QIM
1450
Quest Investment Management
Oregon
$3.34M -$325K -1,765 -9%

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.