We are live on ! Find out more
DIS icon

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
CNC
2351
Camden National Corporation
Maine
$765K +$765K +4,148 New
MSFP
2352
Mark Sheptoff Financial Planning
Connecticut
$755K -$64.5K -350 -8%
FMC
2353
Financial Management Concepts
Florida
$755K -$19.9K -108 -3%
MS
2354
Madden Securities
Texas
$755K -$18.4K -100 -2%
MAWCM
2355
Mine & Arao Wealth Creation & Management
California
$753K
CWC
2356
Carolinas Wealth Consulting
North Carolina
$752K +$35.6K +193 +5%
ASBI
2357
American State Bank (Iowa)
Iowa
$751K -$11.1K -60 -1%
SS
2358
Sunbelt Securities
Texas
$750K -$92.4K -501 -11%
BL
2359
Balentine LLC
Georgia
$750K -$6.82K -37 -0.9%
MCM
2360
McRae Capital Management
New Jersey
$746K
SWP
2361
Strategic Wealth Partners
Ohio
$745K -$26.9K -146 -3%
GWM
2362
Greenhouse Wealth Management
Connecticut
$741K +$89.8K +487 +14%
AFG
2363
Allegheny Financial Group
Pennsylvania
$740K -$6.09K -33 -0.8%
PCM
2364
Pentwater Capital Management
Florida
$738K -$738K -4,000 -50%
NWM
2365
Northwest Wealth Management
Iowa
$738K -$164K -890 -18%
PAS
2366
Professional Advisory Services
Florida
$738K
SFSIG
2367
San Francisco Sentry Investment Group
California
$736K +$22.1K +120 +3%
APW
2368
Aurora Private Wealth
New Jersey
$735K -$1.12M -6,066 -60%
HC
2369
HNP Capital
New York
$734K -$2.21K -12 -0.3%
VRM
2370
Vectors Research Management
New York
$734K +$18.3K +99 +3%
SWA
2371
Sutton Wealth Advisors
Florida
$733K +$6.09K +33 +0.8%
FB
2372
First Bancorp
Maine
$732K +$731K +3,964 New
NEWAS
2373
N.E.W. Advisory Services
Wisconsin
$731K +$63.4K +344 +10%
CWP
2374
Curated Wealth Partners
California
$730K +$103K +556 +16%
MFW
2375
Mosaic Family Wealth
Missouri
$728K +$62.5K +339 +9%

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.