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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
CWM
2426
Centric Wealth Management
Illinois
$674K +$9.77K +53 +1%
OCM
2427
Osterweis Capital Management
California
$673K
OL
2428
Optas LLC
Texas
$671K +$2.21K +12 +0.3%
EFSCE
2429
Enterprise Financial Services Corp (EFSC)
Missouri
$669K -$7.01K -38 -1%
WWM
2430
Wolff Wiese Magana
California
$667K +$69.9K +379 +12%
MCA
2431
Magnolia Capital Advisors
Mississippi
$665K +$107K +582 +19%
TWM
2432
Tradition Wealth Management
Minnesota
$664K +$18.1K +98 +3%
AFAS
2433
Acorn Financial Advisory Services
Virginia
$663K +$7.38K +40 +1%
PSC
2434
Prentiss Smith & Co
Vermont
$662K -$5.53K -30 -0.8%
COCM
2435
Charter Oak Capital Management
New Hampshire
$662K +$9.22K +50 +1%
BMCM
2436
Bryn Mawr Capital Management
Pennsylvania
$661K +$55.3K +300 +9%
BFG
2437
Barber Financial Group
Kansas
$661K +$81.9K +444 +14%
PAM
2438
Peninsula Asset Management
Florida
$660K -$130K -705 -16%
RP
2439
Riverbridge Partners
Minnesota
$659K +$2.58K +14 +0.4%
FAM
2440
Flaharty Asset Management
Florida
$658K -$184K -1,000 -22%
CF
2441
Copperwynd Financial
Arizona
$658K -$43K -233 -6%
TCM
2442
Tuttle Capital Management
Connecticut
$657K +$656K +3,559 New
MIG
2443
McGuire Investment Group
Rhode Island
$656K -$3.13K -17 -0.5%
PA
2444
Probity Advisors
Texas
$656K +$656K +3,557 New
CBOR
2445
Community Bank of Raymore
Missouri
$653K -$17.5K -95 -3%
GAM
2446
Gemmer Asset Management
California
$652K -$19K -103 -3%
WAOTB
2447
Wealth Advisors of Tampa Bay
Florida
$652K
SGI
2448
Summit Global Investments
Utah
$651K +$93.3K +506 +17%
BHA
2449
Beech Hill Advisors
New York
$650K -$249K -1,350 -28%
IDBONY
2450
Israel Discount Bank of New York
New York
$648K -$52.6K -285 -8%

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.