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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
FCFS
2176
First Command Financial Services
Texas
$1.02M -$21.2K -115 -2%
FWA
2177
FOCUS Wealth Advisors
Texas
$1.02M +$991K +5,375 New
W
2178
Wealthquest
Ohio
$1.01M -$4.43K -24 -0.4%
AI
2179
AdvisorShares Investments
Maryland
$1.01M +$60.5K +328 +6%
SDAM
2180
Shulman DeMeo Asset Management
New York
$1.01M -$240K -1,302 -19%
FWM
2181
Foresight Wealth Management
Utah
$1.01M -$27.3K -148 -3%
WDC
2182
Woodward Diversified Capital
California
$1.01M +$189K +1,025 +23%
MFAM
2183
Motley Fool Asset Management
Virginia
$1M -$2.94M -15,941 -41%
CPIA
2184
Cornell Pochily Investment Advisors
New York
$1M -$30.8K -167 -3%
LWP
2185
Lumature Wealth Partners
Georgia
$1M -$232K -1,256 -19%
MIM
2186
MTM Investment Management
South Carolina
$1M +$21.4K +116 +2%
LCM
2187
LCM Capital Management
Illinois
$995K -$23.1K -125 -2%
CT
2188
Columbia Trust
Oregon
$994K -$31.4K -170 -3%
LWA
2189
Lineweaver Wealth Advisors
Ohio
$994K +$84.1K +456 +9%
PCMC
2190
Paragon Capital Management (Colorado)
Colorado
$993K -$9.22K -50 -0.9%
FCA
2191
FinTrust Capital Advisors
South Carolina
$992K +$31.2K +169 +3%
NCM
2192
Neumann Capital Management
California
$990K
CFA
2193
CWS Financial Advisors
Michigan
$989K +$47.9K +260 +5%
KWA
2194
KCS Wealth Advisory
California
$987K +$102K +551 +11%
CGA
2195
Crescent Grove Advisors
Illinois
$986K +$10.7K +58 +1%
HH
2196
HWG Holdings
Texas
$986K +$986K +5,344 New
AWA
2197
Acorn Wealth Advisors
Michigan
$983K -$14.8K -80 -1%
SIC
2198
Sigma Investment Counselors
Michigan
$982K +$39.6K +215 +4%
ACA
2199
Anchor Capital Advisors
Massachusetts
$981K
PAM
2200
Premier Asset Management
Illinois
$979K +$609K +3,300 +165%

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.