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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
SSG
1501
Summit Securities Group
New York
$3.03M +$399K +2,161 +15%
MFG
1502
MidWestOne Financial Group
Iowa
$3.03M -$38.7K -210 -1%
KC
1503
Kingfisher Capital
North Carolina
$3.03M +$219K +1,188 +8%
APP
1504
Avantax Planning Partners
Iowa
$3.03M -$282K -1,527 -9%
AAM
1505
Auxier Asset Management
Oregon
$3.02M -$34.1K -185 -1%
RDWM
1506
Red Door Wealth Management
Tennessee
$3.02M +$317K +1,719 +12%
KOC
1507
Koss-Olinger Consulting
Florida
$3.01M +$3.01M +16,333 New
S
1508
Seeyond
France
$3.01M +$466K +2,526 +18%
DR
1509
Davis Rea
Ontario, Canada
$3.01M -$472K -2,557 -14%
MM
1510
Meridian Management
Arkansas
$3M -$2.42M -13,116 -45%
BP
1511
Ballentine Partners
Massachusetts
$3M +$75.8K +411 +3%
SA
1512
Strategic Advisors
New York
$3M +$79.7K +432 +3%
CVM
1513
Cheviot Value Management
California
$3M +$100K +542 +3%
CCM
1514
Coldstream Capital Management
Washington
$2.99M -$60.5K -328 -2%
FF
1515
FourThought Financial
Florida
$2.98M -$98.1K -532 -3%
DIA
1516
Dean Investment Associates
Ohio
$2.97M -$66.6K -361 -2%
PT
1517
Plimoth Trust
Massachusetts
$2.96M -$97K -526 -3%
BMC
1518
Benin Management Corp
Connecticut
$2.95M -$664K -3,600 -18%
CPC
1519
Cookson Peirce & Co
Pennsylvania
$2.94M +$2.94M +15,962 New
BC
1520
Breakline Capital
New York
$2.93M +$2.93M +15,882 New
YWP
1521
YorkBridge Wealth Partners
New York
$2.93M +$613K +3,322 +26%
NDSI
1522
Newman Dignan & Sheerar Inc
Rhode Island
$2.93M -$46.8K -254 -2%
SHA
1523
Seneca House Advisors
Virginia
$2.93M +$181K +983 +7%
WOC
1524
West Oak Capital
California
$2.93M -$165K -894 -5%
FMBTD
1525
First Midwest Bank Trust Division
Illinois
$2.93M -$69.9K -379 -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.