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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
CCT
2151
Capital City Trust
Florida
$1.06M +$74.7K +405 +8%
SIM
2152
Sterling Investment Management
Arizona
$1.05M -$59.6K -323 -5%
RWP
2153
Ridgecrest Wealth Partners
California
$1.05M +$1.05M +5,713 New
CSWG
2154
Cardinal Strategic Wealth Guidance
Kentucky
$1.05M -$24.9K -135 -2%
BWM
2155
Baystate Wealth Management
Massachusetts
$1.05M +$89.8K +487 +9%
CSPIA
2156
Cary Street Partners Investment Advisory
Virginia
$1.05M -$1.72M -9,300 -62%
AP
2157
Americana Partners
Texas
$1.05M +$53.7K +291 +5%
NERM
2158
New England Research & Management
Illinois
$1.04M +$396K +2,145 +61%
IA
2159
IFG Advisors
Missouri
$1.04M +$369 +2 +0%
AG
2160
AlphaSimPlex Group
Massachusetts
$1.04M
STA
2161
Summit Trail Advisors
New York
$1.04M +$125K +679 +14%
WP
2162
WealthShield Partners
North Carolina
$1.04M -$216K -1,170 -17%
WA
2163
Wambolt & Associates
Colorado
$1.04M -$184 -1 -0%
CASB
2164
Cape Ann Savings Bank
Massachusetts
$1.04M +$40.6K +220 +4%
SCP
2165
Stamos Capital Partners
California
$1.03M
AFC
2166
AFT Forsyth & Company
Florida
$1.03M +$73K +396 +8%
AAM
2167
Augustine Asset Management
Florida
$1.03M +$9.96K +54 +1%
WMP
2168
Wealth Management Partners
Arizona
$1.03M +$79.3K +430 +8%
MFG
2169
Menard Financial Group
Texas
$1.03M +$62K +336 +6%
KA
2170
Kercheville Advisors
Texas
$1.02M +$303K +1,645 +42%
QVT
2171
Quantitative Value Technologies
Kansas
$1.02M +$1.02M +5,556 New
LDFR
2172
Lehman & Derafelo Financial Resources
Pennsylvania
$1.02M +$19.2K +104 +2%
GM
2173
Granger Management
New York
$1.02M +$78.4K +425 +8%
TVAMP
2174
Tennessee Valley Asset Management Partners
Tennessee
$1.02M -$315K -1,708 -24%
FCB
2175
First Command Bank
Texas
$1.02M -$21.2K -115 -2%

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.