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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
EWM
1526
EPG Wealth Management
Georgia
$2.93M -$14.9K -81 -0.5%
Fiera Capital (Canada)
1527
Fiera Capital (Canada)
Quebec, Canada
$2.92M -$101M -545,067 -97%
OIA
1528
Optimum Investment Advisors
Illinois
$2.92M +$160K +865 +6%
SWM
1529
Sculati Wealth Management
Michigan
$2.91M -$69.2K -375 -2%
WBC
1530
West Branch Capital
Massachusetts
$2.91M -$88.7K -481 -3%
RVM
1531
Robinson Value Management
Texas
$2.9M -$273K -1,482 -9%
MYIA
1532
Mount Yale Investment Advisors
Colorado
$2.89M -$549K -2,979 -16%
BGC
1533
Birch Grove Capital
New York
$2.89M -$1.15M -6,250 -29%
RGC
1534
Roberts, Glore & Co
Illinois
$2.89M -$150K -815 -5%
NHC
1535
Nicholas Hoffman & Company
Georgia
$2.89M +$46.3K +251 +2%
SAM
1536
Steinberg Asset Management
New York
$2.87M -$35K -190 -1%
FWM
1537
Fairhaven Wealth Management
Illinois
$2.87M +$311K +1,688 +12%
HVP
1538
Hudson Value Partners
Florida
$2.86M
PCA
1539
Peddock Capital Advisors
Massachusetts
$2.86M +$283K +1,533 +11%
FMB
1540
Field & Main Bank
Kentucky
$2.85M -$176K -954 -6%
KTC
1541
Kistler-Tiffany Companies
Pennsylvania
$2.85M -$62.1K -337 -2%
SN
1542
Sittner & Nelson
Oregon
$2.85M
CA
1543
Cornerstone Advisory
Maryland
$2.85M -$35.6K -193 -1%
GHAM
1544
Gilman Hill Asset Management
Connecticut
$2.85M +$83.4K +452 +3%
TCWA
1545
Ten Capital Wealth Advisors
Washington
$2.84M -$437K -2,372 -13%
AWA
1546
Arkadios Wealth Advisors
Georgia
$2.83M +$448K +2,430 +19%
CFS
1547
Capital Financial Services
New York
$2.83M -$32.3K -175 -1%
LM
1548
Lincluden Management
Ontario, Canada
$2.81M -$223K -1,210 -7%
BPM
1549
Bowling Portfolio Management
Ohio
$2.81M +$494K +2,680 +21%
CCA
1550
Conservest Capital Advisors
Pennsylvania
$2.8M -$3.13K -17 -0.1%

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.