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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
BFM
1851
Boston Financial Management
Massachusetts
$1.74M +$19.7K +107 +1%
ACA
1852
Aptus Capital Advisors
Alabama
$1.74M +$919K +4,984 +112%
FMLI
1853
Fukoku Mutual Life Insurance
Japan
$1.74M -$36.9K -200 -2%
FDS
1854
First Dallas Securities
Texas
$1.74M
OFG
1855
Oxford Financial Group
Indiana
$1.73M -$3.69K -20 -0.2%
AIP
1856
Almanack Investment Partners
Pennsylvania
$1.73M +$128K +696 +8%
WWM
1857
WT Wealth Management
Arizona
$1.73M -$113K -615 -6%
MCWS
1858
McKinley Carter Wealth Services
West Virginia
$1.73M -$2.95K -16 -0.2%
LBD
1859
Landsberg Bennett & Dubbaneh
Florida
$1.73M +$363K +1,969 +27%
AWP
1860
Ascent Wealth Partners
New York
$1.73M +$24.5K +133 +1%
SWA
1861
SFMG Wealth Advisors
Texas
$1.72M +$124K +672 +8%
PFWA
1862
Paces Ferry Wealth Advisors
Georgia
$1.72M -$26.6K -144 -2%
NFG
1863
Nadler Financial Group
Illinois
$1.72M +$21.4K +116 +1%
HHAA
1864
Henry H. Armstrong Associates
Pennsylvania
$1.72M +$3.69K +20 +0.2%
FAM
1865
Formidable Asset Management
Ohio
$1.72M -$30.8K -167 -2%
BCM
1866
Brasada Capital Management
Texas
$1.71M -$81.1K -440 -5%
W
1867
WealthOne
New York
$1.71M +$125K +679 +8%
CAC
1868
Certified Advisory Corp
Florida
$1.71M +$1.7M +9,241 New
HA
1869
Hamel Associates
New Jersey
$1.7M +$9.22K +50 +0.5%
ER
1870
Enlightenment Research
Florida
$1.7M +$793K +4,300 +88%
WP
1871
WealthPLAN Partners
Nebraska
$1.69M +$34.3K +186 +2%
MW
1872
Marcum Wealth
Ohio
$1.69M +$848K +4,599 +101%
EPA
1873
Element Pointe Advisors
Florida
$1.69M +$310K +1,679 +22%
HCM
1874
Harvey Capital Management
Florida
$1.69M +$55.3K +300 +3%
ACH
1875
ArrowMark Colorado Holdings
Colorado
$1.69M

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.