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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
ONB
2026
Old National Bancorp
Indiana
$1.31M -$275K -1,491 -17%
BWA
2027
Bordeaux Wealth Advisors
California
$1.31M -$922 -5 -0.1%
AIC
2028
Ayalon Insurance Company
Israel
$1.31M
ZIG
2029
Zuckerman Investment Group
Illinois
$1.31M +$189K +1,027 +17%
BDFN
2030
Bond & Devick Financial Network
Minnesota
$1.3M -$40.6K -220 -3%
FPB
2031
First PREMIER Bank
South Dakota
$1.3M -$40.2K -218 -3%
CWA
2032
Capital Wealth Alliance
Arizona
$1.3M +$45.4K +246 +4%
DDC
2033
DF Dent & Co
Maryland
$1.3M +$234K +1,268 +22%
JDR
2034
Jay D. Rosenbaum
$1.3M -$3.13K -17 -0.2%
HEIP
2035
Hudson Edge Investment Partners
New Jersey
$1.3M -$21.6K -117 -2%
PWM
2036
PRW Wealth Management
Massachusetts
$1.29M -$24K -130 -2%
IIM
2037
Ipswich Investment Management
Massachusetts
$1.29M +$60.9K +330 +5%
AFA
2038
American Financial Advisors
Georgia
$1.29M -$13.8K -75 -1%
VIM
2039
Vista Investment Management
Pennsylvania
$1.29M -$30.1K -163 -2%
AMCA
2040
Arthur M. Cohen & Associates
Illinois
$1.29M +$116K +628 +10%
WCG
2041
Weaver Consulting Group
California
$1.28M +$125K +679 +11%
AIM
2042
Aspen Investment Management
Michigan
$1.28M +$1.11K +6 +0.1%
GSWM
2043
Golden State Wealth Management
California
$1.28M -$546K -2,963 -30%
LA
2044
LVW Advisors
New York
$1.28M +$4.79K +26 +0.4%
VCM
2045
Vivaldi Capital Management
Illinois
$1.27M -$136K -735 -9%
HR
2046
Hardy Reed
Mississippi
$1.27M -$2.77K -15 -0.2%
EAM
2047
Evanson Asset Management
California
$1.27M +$358K +1,943 +39%
HCM
2048
Huber Capital Management
California
$1.27M +$498K +2,700 +64%
MFG
2049
Merit Financial Group
Georgia
$1.27M +$244K +1,321 +24%
IIC
2050
Integrated Investment Consultants
Michigan
$1.27M -$119K -643 -9%

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.