We are live on ! Find out more
DIS icon

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
SCP
1676
Sandhill Capital Partners
New York
$2.28M +$262K +1,421 +13%
VBCG
1677
Valley Brook Capital Group
Pennsylvania
$2.28M +$26.7K +145 +1%
FQ
1678
First Quadrant
California
$2.28M +$2.01M +10,890 +744%
MMA
1679
Miracle Mile Advisors
California
$2.28M +$61.4K +333 +3%
HFS
1680
Haverford Financial Services
Pennsylvania
$2.27M -$8.45M -45,824 -79%
CCMD
1681
Cypress Capital Management (Delaware)
Delaware
$2.25M -$69.7K -378 -3%
MFW
1682
Meristem Family Wealth
Minnesota
$2.25M +$9.59K +52 +0.4%
SAF
1683
Smith Anglin Financial
Texas
$2.24M -$9.4K -51 -0.4%
TPCW
1684
TD Private Client Wealth
New York
$2.24M +$32.6K +177 +1%
CAG
1685
Csenge Advisory Group
Florida
$2.24M +$47.6K +258 +2%
TA
1686
Tiedemann Advisors
New York
$2.24M -$10.9K -59 -0.5%
DAM
1687
Doheny Asset Management
California
$2.24M -$922 -5 -0%
PWMG
1688
Prestige Wealth Management Group
New Jersey
$2.23M +$48.9K +265 +2%
FFS
1689
Founders Financial Securities
Maryland
$2.23M +$411K +2,228 +23%
BRWM
1690
B. Riley Wealth Management
Tennessee
$2.23M +$524K +2,843 +31%
FIM
1691
Fernwood Investment Management
Massachusetts
$2.23M +$922 +5 +0%
HIM
1692
HawsGoodwin Investment Management
Tennessee
$2.23M -$593K -3,216 -21%
HRC
1693
Hoertkorn Richard Charles
$2.23M
BHBT
1694
Burke & Herbert Bank & Trust
Virginia
$2.22M -$14.8K -80 -0.7%
OAM
1695
Oak Asset Management
California
$2.22M -$23.4K -127 -1%
LAIC
1696
Lederer & Associates Investment Counsel
California
$2.21M -$413K -2,239 -16%
FSA
1697
Fort Sheridan Advisors
Illinois
$2.21M +$33.7K +183 +2%
BDF
1698
Balasa Dinverno & Foltz
$2.19M +$181K +983 +9%
FUBT
1699
First United Bank & Trust
Maryland
$2.19M -$24.9K -135 -1%
RPSA
1700
Richard P. Slaughter Associates
Texas
$2.18M -$822K -4,460 -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.