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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
BPM
2051
Blue Pool Management
Hong Kong
$1.27M
SB
2052
Sunflower Bank
Texas
$1.27M -$108K -586 -8%
AWC
2053
Abundance Wealth Counselors
Pennsylvania
$1.26M +$56.1K +304 +5%
SIC
2054
Samalin Investment Counsel
New York
$1.26M -$82.1K -445 -6%
DBIA
2055
Dumont & Blake Investment Advisors
New Jersey
$1.26M -$9.22K -50 -0.7%
W
2056
WealthStone
Ohio
$1.26M +$103K +559 +9%
SAS
2057
Stelac Advisory Services
New York
$1.26M -$235K -1,275 -16%
GDP
2058
Great Diamond Partners
Maine
$1.26M -$122K -661 -9%
JFL
2059
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.26M -$319K -1,728 -20%
OIS
2060
Okabena Investment Services
Minnesota
$1.25M +$1.22M +6,589 +3,295%
SSWM
2061
Sheets Smith Wealth Management
North Carolina
$1.25M +$9.22K +50 +0.7%
HWM
2062
Hemington Wealth Management
Virginia
$1.25M -$6.46K -35 -0.5%
AHB
2063
Abner Herrman & Brock
New Jersey
$1.25M -$141K -763 -10%
AWA
2064
AmeriServ Wealth Advisors
Pennsylvania
$1.25M -$27.7K -150 -2%
HKAM
2065
Horizon Kinetics Asset Management
New York
$1.25M -$405K -2,195 -25%
GWMIA
2066
Global Wealth Management Investment Advisory
Florida
$1.24M -$1.66K -9 -0.1%
IFG
2067
Investors Financial Group
Minnesota
$1.24M +$43.5K +236 +4%
DC
2068
DeDora Capital
California
$1.24M +$40.8K +221 +3%
PG
2069
Prostatis Group
Maryland
$1.24M +$982K +5,325 +386%
PFA
2070
Pure Financial Advisors
California
$1.24M -$108K -585 -8%
PPP
2071
Private Portfolio Partners
New Jersey
$1.23M +$64.5K +350 +6%
BI
2072
Ballast Inc
Kentucky
$1.23M -$36.7K -199 -3%
WA
2073
WP Advisors
California
$1.23M +$23.6K +128 +2%
NFG
2074
Northeast Financial Group
Pennsylvania
$1.23M +$1.23M +6,649 New
LFF
2075
Level Four Financial
Texas
$1.22M -$399K -2,162 -25%

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.