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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
WCM
1826
Weld Capital Management
New York
$1.83M +$1.82M +9,895 New
FANJ
1827
Financial Architects (New Jersey)
New Jersey
$1.82M -$13.8K -75 -0.8%
LSAG
1828
Lake Street Advisors Group
New Hampshire
$1.82M -$170K -922 -9%
VWM
1829
Vigilare Wealth Management
Arizona
$1.82M +$236K +1,278 +15%
MSS
1830
Mitchell Sinkler & Starr
Pennsylvania
$1.82M -$125K -680 -6%
CA
1831
Calton & Associates
Florida
$1.81M -$290K -1,575 -14%
CBA
1832
Coastal Bridge Advisors
Connecticut
$1.81M +$66.8K +362 +4%
CAIMH
1833
Central Asset Investments & Management Holdings
Hong Kong
$1.81M -$8.91M -48,310 -83%
OPTFSNA
1834
Old Point Trust & Financial Services N A
Virginia
$1.8M +$203K +1,100 +13%
ZCI
1835
Zevenbergen Capital Investments
Washington
$1.8M +$144K +780 +9%
CAN
1836
Claraphi Advisory Network
United States
$1.8M +$830K +4,498 +85%
GC
1837
Gratus Capital
Georgia
$1.8M +$54.2K +294 +3%
BC
1838
Bridgefront Capital
Texas
$1.79M +$1.79M +9,689 New
VHAM
1839
Van Hulzen Asset Management
California
$1.78M -$401K -2,174 -18%
HIC
1840
Holderness Investments Company
North Carolina
$1.78M +$7.01K +38 +0.4%
UBG
1841
United Bank (Georgia)
Georgia
$1.77M -$399K -2,165 -18%
SCP
1842
Syntal Capital Partners
Texas
$1.77M +$1.72M +9,335 New
FFM
1843
FengHe Fund Management
Singapore
$1.77M -$5.31M -28,797 -75%
EWM
1844
Empirical Wealth Management
Washington
$1.77M -$205K -1,110 -10%
ACG
1845
Allen Capital Group
Nebraska
$1.76M +$122K +663 +7%
FFN
1846
Focus Financial Network
Minnesota
$1.76M -$373K -2,024 -17%
ZB
1847
Zions Bancorporation
Utah
$1.76M +$149K +810 +9%
MWM
1848
Modera Wealth Management
New Jersey
$1.76M -$187K -1,013 -10%
VCM
1849
Virtue Capital Management
Tennessee
$1.75M +$28.4K +154 +2%
RM
1850
Resource Management
Louisiana
$1.75M +$10.9K +59 +0.6%

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.