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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
APWM
1701
Atlas Private Wealth Management
New York
$2.18M -$140K -758 -6%
LIA
1702
LBMC Investment Advisors
Tennessee
$2.18M +$28.6K +155 +1%
MWA
1703
Marshall Wace Asia
Hong Kong
$2.17M +$2.17M +11,790 New
GC
1704
Grimes & Company
Massachusetts
$2.17M +$44.8K +243 +2%
GAM
1705
Grandview Asset Management
Pennsylvania
$2.17M -$263K -1,426 -11%
IWP
1706
Icon Wealth Partners
Texas
$2.16M +$1.44M +7,812 +199%
QSS
1707
Quantitative Systematic Strategies
Florida
$2.16M +$804K +4,360 +59%
BCA
1708
Bay Colony Advisors
Massachusetts
$2.15M +$624K +3,384 +41%
APG
1709
Abacus Planning Group
South Carolina
$2.15M +$40.8K +221 +2%
SP
1710
Symmetry Partners
Connecticut
$2.15M -$363K -1,966 -14%
DCM
1711
Delta Capital Management
New Jersey
$2.15M +$18.4K +100 +0.9%
OPA
1712
Old Port Advisors
Maine
$2.15M -$123K -668 -5%
OFW
1713
Omnia Family Wealth
Florida
$2.14M -$439K -2,382 -17%
BSAM
1714
Blue Square Asset Management
New York
$2.14M +$94.6K +513 +5%
PIA
1715
Perennial Investment Advisors
California
$2.14M +$265K +1,437 +14%
GAM
1716
Geier Asset Management
Maryland
$2.14M -$53.5K -290 -2%
GBT
1717
Grove Bank & Trust
Florida
$2.14M
GCM
1718
Geneva Capital Management
Wisconsin
$2.13M -$18.8K -102 -0.9%
LTI
1719
Laffer Tengler Investments
Tennessee
$2.13M +$866K +4,698 +68%
IF
1720
Intrua Financial
Texas
$2.13M +$361K +1,957 +20%
ESB
1721
Essex Savings Bank
Connecticut
$2.13M -$5.72K -31 -0.3%
NFG
1722
Nations Financial Group
Iowa
$2.12M -$1.81M -9,811 -46%
LCM
1723
Leisure Capital Management
California
$2.12M +$11.4K +62 +0.5%
PMA
1724
Prudent Man Advisors
Illinois
$2.12M +$125K +677 +6%
PPSG
1725
Princeton Portfolio Strategies Group
New Jersey
$2.12M -$30.4K -165 -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.