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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
IPW
2126
Inlet Private Wealth
Florida
$1.11M -$149K -810 -12%
ROTUOC
2127
Regents of the University of California
California
$1.11M
AIM
2128
Alhambra Investment Management
Florida
$1.11M +$174K +944 +19%
GC
2129
Grace Capital
Massachusetts
$1.11M -$11.1K -60 -1%
CS
2130
Cannell & Spears
New York
$1.1M -$18.3K -99 -2%
DIM
2131
Delta Investment Management
California
$1.1M -$9.22K -50 -0.8%
HC
2132
Hoese & Co
Minnesota
$1.1M +$1.1M +5,980 New
PIM
2133
Perpetual Investment Management
Australia
$1.1M
BOM
2134
Bank of Marin
California
$1.09M +$452K +2,451 +70%
EC
2135
Estate Counselors
Wisconsin
$1.09M +$1.95M +10,570 +2,225%
UAS
2136
United Asset Strategies
New York
$1.09M -$1.47M -7,996 -58%
TWA
2137
TCI Wealth Advisors
Arizona
$1.09M -$28.6K -155 -3%
AA
2138
Argent Advisors
Louisiana
$1.09M +$18.4K +100 +2%
NW
2139
NewEdge Wealth
Pennsylvania
$1.09M +$1.09M +5,885 New
BIM
2140
Barton Investment Management
Pennsylvania
$1.08M
EWM
2141
Evermay Wealth Management
Virginia
$1.08M -$19K -103 -2%
PWAG
2142
Polaris Wealth Advisory Group
California
$1.08M +$60.7K +329 +6%
CWM
2143
Chesapeake Wealth Management
Virginia
$1.08M +$383K +2,075 +55%
EWA
2144
Evolution Wealth Advisors
Florida
$1.08M +$19.9K +108 +2%
FNBOH
2145
First National Bank of Hutchinson
Kansas
$1.07M +$413K +2,240 +63%
WIC
2146
Wilkins Investment Counsel
Massachusetts
$1.07M -$111K -600 -9%
SCG
2147
Sonata Capital Group
Washington
$1.07M +$38.9K +211 +4%
TW
2148
TrinityPoint Wealth
Connecticut
$1.06M +$10.3K +56 +1%
WAM
2149
WNY Asset Management
New York
$1.06M -$20.1K -109 -2%
HIS
2150
Horizon Investment Services
Indiana
$1.06M -$66.4K -360 -6%

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.