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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
OFS
2076
Orrstown Financial Services
Pennsylvania
$1.22M -$36.9K -200 -3%
PGWM
2077
Parisi Gray Wealth Management
New Jersey
$1.22M -$282K -1,530 -19%
BWM
2078
BerganKDV Wealth Management
Minnesota
$1.21M -$140K -759 -10%
SIAG
2079
Signet Investment Advisory Group
Rhode Island
$1.21M -$6.27K -34 -0.5%
TCM
2080
Teza Capital Management
Illinois
$1.21M +$756K +4,097 +168%
LA
2081
LexAurum Advisors
Kansas
$1.21M +$85.9K +466 +8%
CWA
2082
Clarity Wealth Advisors
California
$1.2M -$18.1K -98 -1%
TIM
2083
Thompson Investment Management
Wisconsin
$1.2M -$1.53M -8,278 -56%
MA
2084
MCF Advisors
Kentucky
$1.2M +$117K +635 +11%
SMC
2085
S. Muoio & Co
New York
$1.2M -$184K -1,000 -13%
UFF
2086
USA Financial Formulas
Michigan
$1.2M +$1.2M +6,488 +324,400%
GWCM
2087
Godshalk Welsh Capital Management
Pennsylvania
$1.19M -$4.61K -25 -0.4%
TF
2088
TLWM Financial
Texas
$1.19M +$43.5K +236 +4%
HCP
2089
Hexagon Capital Partners
Arkansas
$1.19M -$50.9K -276 -4%
DM
2090
Delphi Management
Massachusetts
$1.19M +$1.19M +6,451 New
PFC
2091
Phocas Financial Corp
California
$1.19M +$47K +255 +4%
FCFC
2092
First Commonwealth Financial Corp
Pennsylvania
$1.19M
DTL
2093
Dynamic Technology Lab
Singapore
$1.19M +$1.19M +6,433 New
TA
2094
Tectonic Advisors
Texas
$1.18M -$1.29K -7 -0.1%
MFT
2095
Moisand Fitzgerald Tamayo
Florida
$1.18M -$6.27K -34 -0.5%
BFG
2096
Beacon Financial Group
Texas
$1.18M
AFS
2097
Aft Forsyth & Sober
Florida
$1.18M +$1.18M +6,400 New
GWM
2098
Gray Wealth Management
Maine
$1.18M +$124K +671 +12%
CPIG
2099
Chicago Partners Investment Group
Illinois
$1.17M +$389K +2,110 +50%
WPA
2100
West Paces Advisors
Georgia
$1.17M +$11.6K +63 +1%

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.