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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
SFI
2451
SPC Financial Inc
Maryland
$647K +$8.11K +44 +1%
CB
2452
CNB Bank
Pennsylvania
$647K +$12.7K +69 +2%
LPIC
2453
LeJeune Puetz Investment Counsel
Michigan
$643K -$18.4K -100 -3%
HHGA
2454
Halbert Hargrove Global Advisors
California
$643K +$12.9K +70 +2%
RHFI
2455
Reilly Herbert Faulkner III
$640K +$14.9K +81 +2%
ARG
2456
Advisory Resource Group
Oklahoma
$638K -$4.98K -27 -0.8%
CCB
2457
Cutter & Co Brokerage
Missouri
$637K -$125K -680 -16%
WDG
2458
Wealth Dimensions Group
Ohio
$637K +$79.7K +432 +14%
AF
2459
Apexium Financial
Texas
$635K +$8.11K +44 +1%
HWA
2460
HHM Wealth Advisors
Tennessee
$633K +$369 +2 +0.1%
SQA
2461
Simon Quick Advisors
New Jersey
$633K +$65.7K +356 +12%
BWM
2462
BCS Wealth Management
Tennessee
$631K +$48.7K +264 +8%
MA
2463
Mosaic Advisors
Texas
$630K -$357K -1,937 -36%
RIM
2464
Redwood Investment Management
Arizona
$630K +$62K +336 +11%
BRCA
2465
Birch Run Capital Advisors
Texas
$627K
CFO
2466
Colony Family Offices
North Carolina
$627K +$627K +3,400 New
FCCM
2467
First City Capital Management
Georgia
$624K +$369 +2 +0.1%
LC
2468
Lavaca Capital
Texas
$622K -$140K -761 -18%
HR
2469
Howe & Rusling
New York
$621K -$9.4K -51 -1%
AC
2470
Avenir Corporation
Virginia
$621K +$64.2K +348 +12%
TCMP
2471
Thrive Capital Management (Pennsylvania)
Pennsylvania
$619K +$213K +1,153 +52%
BCM
2472
Brookmont Capital Management
Texas
$618K -$13.8K -75 -2%
MG
2473
Mather Group
Illinois
$618K +$61.2K +332 +11%
AWM
2474
Accel Wealth Management
Iowa
$615K -$13.5K -73 -2%
WFAG
2475
Wescott Financial Advisory Group
Pennsylvania
$615K +$78.6K +426 +15%

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.