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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
PL
2201
Plancorp LLC
Missouri
$976K -$57.5K -312 -6%
CAM
2202
Close Asset Management
United Kingdom
$976K +$73.8K +400 +8%
SAM
2203
Smithbridge Asset Management
Pennsylvania
$973K
TFGT
2204
TS Financial Group (TSFG)
Illinois
$973K +$15.1K +82 +2%
RCA
2205
Reitz Capital Advisors
Michigan
$972K +$31.4K +170 +3%
SAM
2206
Secure Asset Management
Michigan
$970K +$4.06K +22 +0.4%
GG
2207
Golden Green
South Carolina
$970K +$126K +685 +15%
MWA
2208
Meridian Wealth Advisors
Texas
$969K +$58.1K +315 +6%
BWM
2209
BCGM Wealth Management
Indiana
$969K +$100K +543 +11%
GRQ
2210
Gardner Russo & Quinn
Pennsylvania
$960K
PFA
2211
Paradigm Financial Advisors
Missouri
$960K +$58.1K +315 +6%
KAM
2212
Kirkoswald Asset Management
New York
$960K +$959K +5,200 New
SLWS
2213
Swaine & Leidel Wealth Services
Florida
$957K -$2.4M -12,996 -71%
WG
2214
Winton Group
United Kingdom
$957K +$956K +5,186 New
PCH
2215
PGIM Custom Harvest
New Jersey
$955K +$441K +2,390 +88%
FG
2216
Foster Group
Iowa
$954K +$9.22K +50 +1%
RSWM
2217
Robertson Stephens Wealth Management
California
$952K +$591K +3,207 +164%
PRWA
2218
Platte River Wealth Advisors
Colorado
$951K
FNBOSM
2219
First National Bank of South Miami
Florida
$948K +$145K +787 +18%
SEEDPG
2220
S.E.E.D. Planning Group
New York
$947K +$946K +5,132 New
FPFS
2221
First Personal Financial Services
North Carolina
$946K -$19.5K -106 -2%
EDRIA
2222
Edmonds Duncan Registered Investment Advisors
Kansas
$944K
RIG
2223
Renaissance Investment Group
Massachusetts
$943K -$89.8K -487 -9%
GIP
2224
Greatmark Investment Partners
Georgia
$940K
EWM
2225
Elmwood Wealth Management
California
$940K +$940K +5,097 New

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.