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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
DWM
2251
Dorchester Wealth Management
Quebec, Canada
$900K -$309K -1,677 -26%
PCA
2252
Pallas Capital Advisors
Massachusetts
$896K +$897K +4,864 New
WCM
2253
Windsor Capital Management
Arizona
$895K -$53.8K -292 -6%
BSI
2254
Bennett Selby Investments
Maine
$894K +$184 +1 +0%
BFA
2255
Beacon Financial Advisory
Ohio
$892K +$120K +649 +16%
SFO
2256
Standard Family Office
South Dakota
$890K -$83.9K -455 -9%
OC
2257
Oarsman Capital
Wisconsin
$889K -$20.3K -110 -2%
AA
2258
Aufman Associates
Pennsylvania
$886K +$1.11K +6 +0.1%
BA
2259
Birinyi Associates
Connecticut
$886K +$138K +750 +19%
KIM
2260
Karpus Investment Management
New York
$883K +$419K +2,272 +90%
OIM
2261
Orca Investment Management
Oregon
$880K -$6.09K -33 -0.7%
PB
2262
Pinnacle Bancorp
Nebraska
$879K -$80.4K -436 -8%
PCFFS
2263
Pacific Center for Financial Services
California
$877K -$88.5K -480 -9%
MMG
2264
Monetary Management Group
Missouri
$876K
PA
2265
PFG Advisors
Arizona
$875K +$245K +1,328 +39%
ICP
2266
Interchange Capital Partners
Pennsylvania
$874K -$346K -1,877 -33%
RIS
2267
Retirement Income Solutions
Michigan
$873K -$58.6K -318 -6%
VA
2268
Valmark Advisers
Ohio
$871K +$119K +644 +16%
HR
2269
Hayden Royal
North Carolina
$870K +$870K +4,715 New
ARMT
2270
Amica Retiree Medical Trust
Rhode Island
$869K
Kayne Anderson Rudnick Investment Management
2271
Kayne Anderson Rudnick Investment Management
California
$869K +$83K +450 +11%
HPCM
2272
High Pointe Capital Management
Illinois
$868K -$850K -4,610 -49%
ICM
2273
Islay Capital Management
Texas
$866K -$156K -844 -15%
DPI
2274
Diversified Portfolios Inc
Michigan
$866K +$57K +309 +7%
CRI
2275
Colonial River Investments
Virginia
$863K -$31K -168 -3%

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.