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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
SWA
1626
Sax Wealth Advisors
New Jersey
$2.5M +$28.6K +155 +1%
TCM
1627
Tandem Capital Management
New Jersey
$2.5M +$33.7K +183 +1%
TFS
1628
Thoroughbred Financial Services
Tennessee
$2.49M +$486K +2,638 +24%
SG
1629
Somerset Group
Minnesota
$2.49M -$122K -663 -5%
WCM
1630
Whitener Capital Management
North Carolina
$2.48M -$16.8K -91 -0.7%
WPW
1631
Waldron Private Wealth
Pennsylvania
$2.48M -$74.7K -405 -3%
JWA
1632
JFS Wealth Advisors
Pennsylvania
$2.48M -$167K -903 -6%
CSPAM
1633
Cary Street Partners Asset Management
Virginia
$2.47M +$1.56M +8,453 +9%
JF
1634
JSF Financial
California
$2.46M +$345K +1,872 +16%
THWM
1635
Taylor Hoffman Wealth Management
Virginia
$2.46M -$188K -1,021 -7%
KPW
1636
Kore Private Wealth
New York
$2.45M -$321K -1,741 -12%
BFC
1637
Blue Fin Capital
Rhode Island
$2.45M +$113K +613 +5%
CTFG
1638
Capstone Triton Financial Group
Oklahoma
$2.44M +$9.77K +53 +0.4%
TMC
1639
Trellus Management Company
Florida
$2.44M
CBT
1640
Central Bank & Trust
Kentucky
$2.43M -$76.7K -416 -3%
GWSG
1641
GPS Wealth Strategies Group
Colorado
$2.43M +$19.2K +104 +0.8%
CFS
1642
CRA Financial Services
New Jersey
$2.43M +$125K +677 +5%
BMWM
1643
Brown Miller Wealth Management
Virginia
$2.43M -$17.7K -96 -0.7%
QFA
1644
Quattro Financial Advisors
Texas
$2.42M +$646K +3,503 +37%
AMIM
1645
Aull & Monroe Investment Management
Alabama
$2.42M -$134K -725 -5%
LWM
1646
Loveless Wealth Management
Montana
$2.41M +$16.6K +90 +0.7%
JCM
1647
Jacobsen Capital Management
Utah
$2.41M -$290K -1,575 -11%
GSBTD
1648
Glenview State Bank Trust Department
Illinois
$2.41M -$68.6K -372 -3%
MCM
1649
Monarch Capital Management
Indiana
$2.4M -$74.1K -402 -3%
CWAG
1650
Compton Wealth Advisory Group
Virginia
$2.4M +$41.3K +224 +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.