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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
KCP
1976
KDI Capital Partners
North Carolina
$1.42M +$431K +2,338 +44%
CPC
1977
Congress Park Capital
New York
$1.42M
PWA
1978
Providence Wealth Advisors
Illinois
$1.41M +$738 +4 +0.1%
MPCG
1979
Matrix Private Capital Group
New York
$1.41M -$30.2K -164 -2%
AA
1980
Apriem Advisors
California
$1.41M +$19.2K +104 +1%
PWM
1981
Palumbo Wealth Management
New York
$1.41M +$17.3K +94 +1%
MIM
1982
Merrion Investment Management
New Jersey
$1.4M -$8.11K -44 -0.6%
BCP
1983
Berkeley Capital Partners
Georgia
$1.39M +$204K +1,105 +17%
GI
1984
Gradient Investments
Minnesota
$1.39M -$12.4K -67 -0.9%
DA
1985
Detalus Advisors
Missouri
$1.39M +$1.84K +10 +0.1%
CM
1986
Crestline Management
Texas
$1.38M -$1.36M -7,400 -50%
EM
1987
Excalibur Management
Massachusetts
$1.38M -$27.3K -148 -2%
XWM
1988
Xcel Wealth Management
Florida
$1.38M +$78.7K +427 +6%
GG
1989
Gleason Group
Kentucky
$1.38M
HKIM
1990
Hayek Kallen Investment Management
Alabama
$1.38M
AL
1991
Arnhold LLC
New York
$1.38M
TCBWMS
1992
Texas Capital Bank Wealth Management Services
Texas
$1.37M +$1.03M +5,602 +304%
FWP
1993
FAS Wealth Partners
Kansas
$1.37M +$165K +897 +14%
LCP
1994
Legacy Capital Partners
Wisconsin
$1.37M +$18.8K +102 +1%
LNWTC
1995
Laird Norton Wetherby Trust Company
Washington
$1.37M -$15.7K -85 -1%
CCC
1996
Chelsea Counsel Company
California
$1.37M +$123K +666 +10%
MCC
1997
Money Concepts Capital
Florida
$1.37M +$353K +1,914 +35%
SC
1998
Saybrook Capital
North Carolina
$1.36M
FHC
1999
First Heartland Consultants
Missouri
$1.36M -$6.09K -33 -0.4%
MF
2000
Magnetar Financial
Illinois
$1.36M +$1.36M +7,368 New

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.