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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
LNB
1601
Ledyard National Bank
$2.57M -$94.8K -514 -4%
CCG
1602
Cypress Capital Group
Florida
$2.57M -$16.6K -90 -0.6%
CL
1603
CPWM LLC
Washington
$2.57M -$416K -2,255 -14%
NAG
1604
Northstar Advisory Group
New Jersey
$2.55M +$2.55M +13,838 New
GWM
1605
GSB Wealth Management
Connecticut
$2.55M +$2.55M +13,803 New
CNFG
1606
Creegan & Nassoura Financial Group
New Hampshire
$2.54M -$96.8K -525 -4%
MC
1607
Martin & Co
Tennessee
$2.54M -$70.6K -383 -3%
IAMOG
1608
Investors Asset Management of Georgia
Georgia
$2.54M +$129K +700 +5%
RCA
1609
Resonant Capital Advisors
Wisconsin
$2.54M +$154K +833 +6%
KFA
1610
Kelleher Financial Advisors
New York
$2.54M +$652K +3,535 +35%
PFGIA
1611
Patriot Financial Group Insurance Agency
Massachusetts
$2.53M -$389K -2,107 -13%
OPFM
1612
Optimus Prime Fund Management
Cayman Islands
$2.52M +$3.69M +20,000 +194%
LC
1613
LCNB Corp
Ohio
$2.52M -$55.3K -300 -2%
IRAG
1614
Investment Research & Advisory Group
Georgia
$2.51M -$105K -572 -4%
MCM
1615
MV Capital Management
Maryland
$2.51M +$256K +1,387 +11%
ECG
1616
Edge Capital Group
Georgia
$2.51M -$102K -552 -4%
GWS
1617
Glassman Wealth Services
Virginia
$2.51M +$30.4K +165 +1%
BO
1618
BRR OpCo
Ohio
$2.51M -$164K -890 -6%
ISB
1619
Iowa State Bank
Iowa
$2.51M -$19.2K -104 -0.8%
ATC
1620
Adirondack Trust Company
New York
$2.51M +$79.3K +430 +3%
CP
1621
Cumberland Partners
Ontario, Canada
$2.51M +$253K +1,374 +11%
WIS
1622
Wright Investors Service
Connecticut
$2.51M +$2.51M +13,585 New
DI
1623
DFPG Investments
Utah
$2.51M +$206K +1,116 +9%
MPPW
1624
Mitchell & Pahl Private Wealth
Oklahoma
$2.5M +$18.6K +101 +0.7%
WAG
1625
Winthrop Advisory Group
Massachusetts
$2.5M +$154K +833 +7%

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.