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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
MPW
1901
Monterey Private Wealth
California
$1.64M -$14.9K -81 -0.9%
BA
1902
Bridge Advisory
California
$1.63M -$62K -336 -4%
JHP
1903
James Hambro & Partners
United Kingdom
$1.63M +$227K +1,232 +16%
KWMG
1904
King Wealth Management Group
Florida
$1.62M +$85.2K +462 +6%
MFP
1905
Meridian Financial Partners
Virginia
$1.62M +$37.4K +203 +2%
CC
1906
Cypress Capital
Tennessee
$1.62M +$24.9K +135 +2%
WPC
1907
White Pine Capital
Minnesota
$1.61M +$17.5K +95 +1%
AWM
1908
Aries Wealth Management
Maine
$1.6M +$116K +630 +8%
IBOK
1909
Independence Bank of Kentucky
Kentucky
$1.59M -$126K -682 -7%
WGCA
1910
Wolf Group Capital Advisors
Virginia
$1.59M -$38K -206 -2%
BA
1911
Bridgewater Advisors
New York
$1.59M +$1.65M +8,942 New
HBT
1912
Heartland Bank & Trust
Illinois
$1.58M -$72.3K -392 -4%
PFM
1913
Patton Fund Management
Texas
$1.58M +$1.58M +8,590 New
AWA
1914
Alta Wealth Advisors
Massachusetts
$1.58M
CPO
1915
Cerity Partners OCIO
New York
$1.58M -$258K -1,397 -14%
AWM
1916
Atticus Wealth Management
Florida
$1.58M -$198K -1,071 -11%
DL
1917
DOHJ LLC
Washington
$1.58M -$36.7K -199 -2%
BWM
1918
BNC Wealth Management
Oregon
$1.58M -$368K -1,994 -19%
TI
1919
Telemetry Investments
New York
$1.57M +$295K +1,600 +23%
SWM
1920
Salvus Wealth Management
New Jersey
$1.57M +$90.5K +491 +6%
MCM
1921
Manchester Capital Management
Vermont
$1.56M -$38.4K -208 -2%
SAA
1922
Southeast Asset Advisors
Georgia
$1.56M +$553 +3 +0%
TLCM
1923
Twin Lakes Capital Management
California
$1.56M +$76.3K +414 +5%
VFPI
1924
Vantage Financial Partners (Illinois)
Illinois
$1.55M -$1.03M -5,600 -40%
ACS
1925
Archford Capital Strategies
Illinois
$1.55M -$125K -678 -8%

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.