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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
CAM
1576
Cypress Asset Management
Texas
$2.71M +$1.5M +8,145 +124%
FBC
1577
Fairfield, Bush & Co
Connecticut
$2.7M +$314K +1,700 +13%
PHM
1578
Prospect Hill Management
New Jersey
$2.69M
CBT
1579
Capital Bank & Trust
California
$2.69M +$103K +558 +4%
ICM
1580
IMS Capital Management
Oregon
$2.68M +$36.9K +200 +1%
EP
1581
Eudaimonia Partners
Tennessee
$2.68M +$300K +1,625 +13%
TAM
1582
Trust Asset Management
Texas
$2.68M +$478K +2,590 +22%
BWP
1583
BSW Wealth Partners
Colorado
$2.67M -$167K -903 -6%
CC
1584
Cipher Capital
New York
$2.67M -$650K -3,527 -20%
RT
1585
Rockland Trust
Massachusetts
$2.65M -$10.5K -57 -0.4%
TA
1586
Townsend & Associates
Colorado
$2.65M +$83.4K +452 +3%
AIS
1587
American Investment Services
Massachusetts
$2.65M +$2.21K +12 +0.1%
SSI
1588
Scott & Selber Inc
Texas
$2.65M +$14K +76 +0.5%
OC
1589
Oakworth Capital
Alabama
$2.62M +$32.1K +174 +1%
GKIM
1590
GW&K Investment Management
Massachusetts
$2.61M -$3.76M -20,412 -59%
NEAM
1591
New England Asset Management
Connecticut
$2.6M
OPW
1592
Oxler Private Wealth
New York
$2.6M +$117K +633 +5%
BOS
1593
Bank of Stockton
California
$2.6M -$61.4K -333 -2%
LA
1594
Legacy Advisors
Pennsylvania
$2.6M
WP
1595
WealthSource Partners
California
$2.6M +$225K +1,218 +9%
SJIM
1596
St. Johns Investment Management
Florida
$2.58M -$280K -1,521 -10%
SCM
1597
Southport Capital Management
Tennessee
$2.58M +$56.8K +308 +2%
AWS
1598
AJ Wealth Strategies
New York
$2.58M +$62.7K +340 +2%
ETC
1599
Exchange Traded Concepts
Oklahoma
$2.58M +$2.45M +13,285 +1,957%
BIA
1600
Bigelow Investment Advisors
Maine
$2.57M -$38.5K -209 -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.