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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
EHWM
1551
Eads & Heald Wealth Management
Georgia
$2.8M -$262K -1,423 -9%
ET
1552
Equitable Trust
Tennessee
$2.79M +$364K +1,973 +15%
AFM
1553
Andesa Financial Management
Pennsylvania
$2.79M +$1.31M +7,123 +89%
KF
1554
Krilogy Financial
Missouri
$2.79M +$425K +2,304 +18%
DTC
1555
Davidson Trust Company
Washington
$2.79M -$27.7K -150 -1%
MWM
1556
Midwest Wealth Management
Indiana
$2.79M +$25.8K +140 +0.9%
TPA
1557
Trivium Point Advisory
Connecticut
$2.78M +$290K +1,571 +12%
ACM
1558
Allred Capital Management
Texas
$2.78M +$21.6K +117 +0.8%
SVWAG
1559
Sound View Wealth Advisors Group
Georgia
$2.77M -$19K -103 -0.7%
VFM
1560
Viking Fund Management
North Dakota
$2.77M +$1.48M +8,000 +114%
KFBMI
1561
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.77M
SCM
1562
SOL Capital Management
Maryland
$2.77M -$26.7K -145 -1%
HIP
1563
HUB Investment Partners
Texas
$2.77M +$877K +4,757 +46%
F
1564
F3Logic
Minnesota
$2.76M -$48.3K -262 -2%
OAMG
1565
Odey Asset Management Group
United Kingdom
$2.76M +$73.8K +400 +3%
ANRIA
1566
American National Registered Investment Advisor
Texas
$2.76M -$937K -5,079 -25%
MBTD
1567
Mechanics Bank - Trust Department
California
$2.75M -$69.2K -375 -2%
WSC
1568
White Square Capital
United Kingdom
$2.75M -$3.36M -18,232 -55%
AI
1569
ArchPoint Investors
Florida
$2.74M -$572K -3,100 -17%
HDIM
1570
Hanson & Doremus Investment Management
Vermont
$2.73M -$84.5K -458 -3%
MMHP
1571
Murphy Middleton Hinkle & Parker
Georgia
$2.73M +$36.9K +200 +1%
PRS
1572
Pinkerton Retirement Specialists
Idaho
$2.73M +$2.4K +13 +0.1%
EA
1573
Ellsworth Advisors
Ohio
$2.73M +$43.5K +236 +2%
CIC
1574
Crawford Investment Counsel
Georgia
$2.71M -$3.28M -17,784 -55%
CCM
1575
Check Capital Management
California
$2.71M -$996K -5,400 -27%

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.