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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
CA
1726
Corrado Advisors
New Jersey
$2.1M -$237K -1,287 -10%
VCA
1727
Verdence Capital Advisors
Maryland
$2.1M +$320K +1,736 +18%
QI
1728
Qtron Investments
Massachusetts
$2.09M
FP
1729
Fiduciary Planning
Florida
$2.09M -$154K -833 -7%
CBT
1730
CoreFirst Bank & Trust
Kansas
$2.08M -$34.7K -188 -2%
TA
1731
TFG Advisers
Michigan
$2.08M +$39.1K +212 +2%
FC
1732
FCA Corp
Texas
$2.08M +$1.84K +10 +0.1%
BCA
1733
Berman Capital Advisors
Georgia
$2.08M +$671K +3,636 +48%
VLKIM
1734
Van Lanschot Kempen Investment Management
Netherlands
$2.07M +$219K +1,189 +12%
AIM
1735
Acropolis Investment Management
Missouri
$2.07M +$97.9K +531 +5%
HH
1736
Hilltop Holdings
Texas
$2.07M +$258K +1,398 +14%
VIA
1737
Vident Investment Advisory
Georgia
$2.07M +$204K +1,105 +11%
HCCM
1738
Hudson Canyon Capital Management
New York
$2.07M -$190K -1,029 -8%
PCM
1739
Poehling Capital Management
Wisconsin
$2.06M -$63.6K -345 -3%
SCM
1740
Stevens Capital Management
Pennsylvania
$2.06M +$2.06M +11,173 New
AssetMark Inc
1741
AssetMark Inc
California
$2.06M +$106K +577 +5%
6F
1742
626 Financial
Michigan
$2.06M +$2.77M +15,021 New
WW
1743
Waterfront Wealth
Kansas
$2.06M -$4.24K -23 -0.2%
HCM
1744
Hodges Capital Management
Texas
$2.06M -$101K -550 -5%
EMG
1745
ETF Managers Group
New Jersey
$2.06M +$1.51M +8,200 +285%
OPS
1746
Orion Portfolio Solutions
Nebraska
$2.05M +$76.5K +415 +4%
1WA
1747
180 Wealth Advisors
Washington
$2.05M -$21.8K -118 -1%
PFSC
1748
Peoples Financial Services Corp
Pennsylvania
$2.04M -$81.1K -440 -4%
FC
1749
Forte Capital
New York
$2.04M +$47.6K +258 +2%
CFG
1750
Cooper Financial Group
California
$2.04M -$560K -3,039 -22%

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.