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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
SC
1926
Sierra Capital
Florida
$1.55M +$1.55M +8,382 New
RHP
1927
Royal Harbor Partners
Texas
$1.54M -$81K -439 -5%
SAM
1928
Seelaus Asset Management
New Jersey
$1.54M -$157K -850 -9%
TIA
1929
Trust Investment Advisors
Indiana
$1.54M -$35.8K -194 -2%
FRA
1930
Front Row Advisors
California
$1.53M +$29.5K +160 +2%
VC
1931
Vicus Capital
Pennsylvania
$1.53M +$78K +423 +5%
CWP
1932
Capital Wealth Planning
Florida
$1.53M +$6.46K +35 +0.4%
HPWM
1933
Highland Private Wealth Management
Washington
$1.53M -$455K -2,466 -23%
HWAM
1934
Hennion & Walsh Asset Management
New Jersey
$1.53M +$1.53M +8,284 New
MWM
1935
Mattern Wealth Management
Kansas
$1.53M +$1.2M +6,528 +375%
JIP
1936
JBJ Investment Partners
South Carolina
$1.52M -$316K -1,715 -17%
TPWA
1937
TRUE Private Wealth Advisors
Oregon
$1.52M +$163K +883 +12%
IWS
1938
Insight Wealth Strategies
California
$1.52M +$465K +2,520 +44%
ZIC
1939
ZWJ Investment Counsel
Georgia
$1.52M -$530K -2,874 -26%
TF
1940
Trek Financial
Arizona
$1.52M -$21.6K -117 -1%
RWB
1941
RMR Wealth Builders
New Jersey
$1.51M +$794K +4,304 +110%
22CM
1942
20/20 Capital Management
California
$1.51M +$86.1K +467 +6%
RB
1943
Renasant Bank
Mississippi
$1.51M +$309K +1,674 +26%
SS
1944
Simplicity Solutions
Minnesota
$1.51M -$17.7M -95,918 -92%
DCM
1945
Decatur Capital Management
Georgia
$1.5M +$1.5M +8,133 New
QWM
1946
QP Wealth Management
New Jersey
$1.49M -$1.84K -10 -0.1%
WA
1947
WealthTrust Axiom
Pennsylvania
$1.49M -$14.8K -80 -1%
CCG
1948
Chatham Capital Group
Georgia
$1.49M
BI
1949
Blooom Inc
Kansas
$1.48M -$2.31M -12,547 -63%
BI
1950
Bramshill Investments
Florida
$1.48M

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.