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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
KIC
1876
Kensington Investment Counsel
California
$1.69M -$24.7K -134 -1%
PWMAG
1877
Pinnacle Wealth Management Advisory Group
New Jersey
$1.68M -$41.7K -226 -2%
RA
1878
RFG Advisory
Alabama
$1.68M -$100K -543 -6%
BO
1879
Bank OZK
Arkansas
$1.67M +$284K +1,542 +21%
BWL
1880
Bogart Wealth LLC
Virginia
$1.67M +$354K +1,922 +27%
CL
1881
Choreo LLC
Illinois
$1.67M +$60.9K +330 +4%
MFA
1882
Mayflower Financial Advisors
Massachusetts
$1.67M +$178K +964 +12%
EWM
1883
Executive Wealth Management
Michigan
$1.67M +$400K +2,171 +32%
SWM
1884
Stockman Wealth Management
Montana
$1.66M -$126K -681 -7%
AWM
1885
Absher Wealth Management
North Carolina
$1.66M +$20.8K +113 +1%
NAS
1886
Nicolet Advisory Services
Wisconsin
$1.66M -$162K -881 -9%
BOC
1887
Barbara Oil Co
Illinois
$1.66M
AWM
1888
Aberdeen Wealth Management
Illinois
$1.66M -$209K -1,132 -11%
DP
1889
Dearborn Partners
Illinois
$1.66M +$27.3K +148 +2%
SG
1890
StoneX Group
New York
$1.66M +$91.5K +496 +6%
CCG
1891
Cloverfields Capital Group
Minnesota
$1.66M +$1.65M +8,970 New
ISWM
1892
Independent Solutions Wealth Management
New York
$1.65M -$727K -3,941 -31%
MCM
1893
Mainstay Capital Management
Michigan
$1.65M -$198K -1,074 -11%
GSIS
1894
Global Strategic Investment Solutions
Arizona
$1.65M +$262K +1,421 +19%
MC
1895
Maverick Capital
Texas
$1.65M +$1.65M +8,934 New
CAS
1896
Cascadia Advisory Services
Oregon
$1.64M +$1.64M +8,901 New
WA
1897
Wealth Alliance
New York
$1.64M +$192K +1,042 +13%
CI
1898
Cavalier Investments
Georgia
$1.64M
PK
1899
Pflug Koory
Nebraska
$1.64M -$51.5K -279 -3%
IP
1900
Intellectus Partners
California
$1.64M -$24.9K -135 -2%

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.