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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
MGIA
1476
Moneta Group Investment Advisors
Missouri
$3.19M +$1.23M +6,669 +63%
KFGK
1477
Keystone Financial Group (Kentucky)
Kentucky
$3.18M +$27.7K +150 +0.9%
EBT
1478
Enterprise Bank & Trust
Massachusetts
$3.16M -$40.4K -219 -1%
CIA
1479
Choate Investment Advisors
Massachusetts
$3.15M +$103K +558 +3%
MIM
1480
Miller Investment Management
Pennsylvania
$3.14M
SACTSONJ
1481
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.14M
B
1482
Barings
North Carolina
$3.14M -$1.61M -8,741 -34%
VAS
1483
Vestmark Advisory Solutions
Massachusetts
$3.12M -$234K -1,270 -7%
MSAM
1484
Moloney Securities Asset Management
Missouri
$3.12M -$625K -3,387 -17%
AWA
1485
Arete Wealth Advisors
Illinois
$3.1M +$76.2K +413 +3%
SCI
1486
Stableford Capital II
Arizona
$3.1M -$5.35K -29 -0.2%
RBFC
1487
Roman Butler Fullerton & Co
Missouri
$3.1M
SIM
1488
Stratos Investment Management
Ohio
$3.09M -$362K -1,963 -10%
CAM
1489
Covenant Asset Management
New Jersey
$3.09M +$210K +1,141 +7%
VWA
1490
V Wealth Advisors
Kansas
$3.08M +$271K +1,470 +10%
FTB
1491
First Trust Bank
Bahamas
$3.08M +$3.08M +16,700 New
NAM
1492
NTV Asset Management
West Virginia
$3.07M -$18.4K -100 -0.6%
IPAM
1493
ICICI Prudential Asset Management
India
$3.06M
BOH
1494
Bank of Hawaii
Hawaii
$3.05M -$292K -1,583 -9%
JFA
1495
JNBA Financial Advisors
Minnesota
$3.05M +$53.3K +289 +2%
PCAP
1496
Pratt Collard Advisory Partners
New York
$3.05M -$140K -760 -4%
TGAM
1497
TBH Global Asset Management
Tennessee
$3.05M
DI
1498
DAGCO Inc
Ohio
$3.05M +$57.5K +312 +2%
KJWM
1499
Kiley Juergens Wealth Management
Washington
$3.04M +$18.3K +99 +0.6%
CIA
1500
Cohen Investment Advisors
New Hampshire
$3.03M +$142K +772 +5%

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.