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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
I
1776
INVST
Indiana
$1.96M +$179K +969 +10%
JIP
1777
Jaffetilchin Investment Partners
Florida
$1.96M +$760K +4,119 +64%
KWILP
1778
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.96M +$1.18M +6,413 +153%
WMG
1779
WESCAP Management Group
California
$1.95M +$340K +1,845 +21%
NB
1780
Nicolet Bankshares
Wisconsin
$1.95M +$183K +995 +10%
GPA
1781
Garrison Point Advisors
California
$1.95M -$42.4K -230 -2%
IP
1782
Investment Partners
Ohio
$1.95M +$9.22K +50 +0.5%
PA
1783
Procyon Advisors
Connecticut
$1.95M +$243K +1,320 +14%
VWA
1784
Visionary Wealth Advisors
Illinois
$1.94M -$105K -570 -5%
OF
1785
Outfitter Financial
Maine
$1.94M +$59.9K +325 +3%
ATPW
1786
Ashton Thomas Private Wealth
Arizona
$1.94M -$11.1K -60 -0.6%
JPLA
1787
Joseph P. Lucia & Associates
New York
$1.94M +$43.9K +238 +2%
SCA
1788
Sippican Capital Advisors
Massachusetts
$1.94M -$79.5K -431 -4%
LOAMS
1789
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.94M +$1.94M +10,494 New
HC
1790
Hendley & Co
Ohio
$1.94M -$92.9K -504 -5%
CMI
1791
Clare Market Investments
Texas
$1.93M +$865K +4,691 +82%
ECM
1792
EagleClaw Capital Management
Massachusetts
$1.93M -$169K -918 -8%
VWM
1793
Valley Wealth Managers
New Jersey
$1.93M +$29K +157 +2%
EH
1794
Employers Holdings
Nevada
$1.93M +$116K +630 +6%
BWP
1795
Baldwin Wealth Partners
Massachusetts
$1.93M +$25.6K +139 +1%
OA
1796
Oxbow Advisors
Texas
$1.92M +$14.6K +79 +0.8%
OWP
1797
Obermeyer Wealth Partners
Colorado
$1.92M +$1.34M +7,272 +234%
AFA
1798
AllGen Financial Advisors
Florida
$1.91M +$240K +1,304 +14%
MFS
1799
Mirabella Financial Services
United Kingdom
$1.91M +$1.91M +10,360 New
SM
1800
Sciencast Management
New Jersey
$1.91M +$1.89M +10,258 New

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.