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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
SRAM
1801
Spouting Rock Asset Management
Pennsylvania
$1.91M +$382K +2,070 +25%
AIA
1802
Angeles Investment Advisors
California
$1.91M +$963K +5,220 +102%
MIM
1803
Moseley Investment Management
Florida
$1.91M +$15.9K +86 +0.8%
IWA
1804
IVC Wealth Advisors
Pennsylvania
$1.9M -$28.8K -156 -1%
PWPS
1805
Pinnacle Wealth Planning Services
Ohio
$1.9M +$67.1K +364 +4%
FMN
1806
Financial Management Network
California
$1.9M +$298K +1,614 +19%
SWA
1807
Stratos Wealth Advisors
Ohio
$1.9M +$306K +1,661 +19%
GCAC
1808
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.9M +$64.5K +350 +4%
CAM
1809
Centre Asset Management
New York
$1.9M -$97.7K -530 -5%
BG
1810
Benedetti & Gucer
Georgia
$1.9M +$1.9M +10,283 New
PSB
1811
Piscataqua Savings Bank
New Hampshire
$1.89M +$1.89M +10,259 New
IAS
1812
IMA Advisory Services
Colorado
$1.88M -$460K -2,493 -20%
SEC
1813
Seven Eight Capital
New York
$1.88M
LWM
1814
Lionsbridge Wealth Management
Florida
$1.88M +$14.9K +81 +0.8%
COF
1815
Capital One Financial
Virginia
$1.87M -$81.5K -442 -4%
AWE
1816
Avidian Wealth Enterprises
Texas
$1.87M -$115K -624 -6%
CWMU
1817
Caliber Wealth Management (Utah)
Utah
$1.87M +$113K +612 +6%
CCM
1818
CAAS Capital Management
New York
$1.85M -$4.61M -25,024 -71%
HW
1819
Hamilton Wealth
California
$1.85M -$1.64M -8,904 -47%
CHAM
1820
Clear Harbor Asset Management
Connecticut
$1.85M +$171K +925 +10%
CA
1821
Claro Advisors
Massachusetts
$1.85M +$411K +2,231 +29%
IIM
1822
Intact Investment Management
Quebec, Canada
$1.84M +$627K +3,400 +52%
MSFS
1823
Main Street Financial Solutions
Pennsylvania
$1.84M -$280K -1,518 -13%
SP
1824
Successful Portfolios
Florida
$1.84M +$59.9K +325 +3%
TWM
1825
TriaGen Wealth Management
California
$1.84M -$1.84K -10 -0.1%

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.