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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
AL
1451
Aspiriant LLC
California
$3.34M -$18.8K -102 -0.6%
AF
1452
Allworth Financial
California
$3.33M +$1.18M +6,379 +55%
DFA
1453
Delta Financial Advisors
Louisiana
$3.32M +$34.5K +187 +1%
NC
1454
Naman Capital
Brazil
$3.32M
BCM
1455
Birmingham Capital Management
Alabama
$3.32M -$199K -1,080 -6%
CRIG
1456
Charter Research & Investment Group
Connecticut
$3.31M -$7.38K -40 -0.2%
WA1
1457
Wimmer Associates 1
California
$3.29M +$174K +946 +6%
CPA
1458
Court Place Advisors
Maryland
$3.29M
CPA
1459
Capital Planning Advisors
California
$3.29M +$1.05M +5,700 +47%
WG
1460
Watchman Group
Texas
$3.29M -$39.1K -212 -1%
AF
1461
Advisornet Financial
Minnesota
$3.28M +$38.7K +210 +1%
CWM
1462
Cornerstone Wealth Management
Missouri
$3.25M +$162K +880 +5%
DA
1463
DCM Advisors
New York
$3.25M +$238K +1,293 +8%
UA
1464
Unison Advisors
District of Columbia
$3.24M
SMH
1465
Sanders Morris Harris
Texas
$3.23M +$51.6K +280 +2%
BC
1466
Burney Company
Virginia
$3.23M +$357K +1,936 +12%
SOAMC
1467
Spirit of America Management Corp
New York
$3.23M +$166K +900 +5%
CWS
1468
Cypress Wealth Services
California
$3.23M -$91.8K -498 -3%
DMC
1469
Drexel Morgan & Co
Pennsylvania
$3.23M -$1.48K -8 -0%
WWM
1470
Western Wealth Management
Colorado
$3.22M +$318K +1,726 +11%
FA
1471
FDx Advisors
Illinois
$3.22M -$126K -683 -4%
GA
1472
GFS Advisors
Texas
$3.22M +$55.3K +300 +2%
MMPW
1473
Mitchell McLeod Pugh & Williams
Alabama
$3.21M -$12.4K -67 -0.4%
FFA
1474
Founders Financial Alliance
North Carolina
$3.2M +$361K +1,960 +13%
CHJWM
1475
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.2M -$29K -157 -0.9%

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.