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Walt Disney

3,088 hedge funds and large institutions have $200B invested in Walt Disney in 2021 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 1,441 increasing their positions, 1,120 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 1,441 | Existing positions reduced: 1,120

26% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 109

0.13% less ownership

Funds ownership: 65.25%65.12% (-0.13%)

0% less funds holding

Funds holding: 3,1033,088 (-15)

4% less capital invested

Capital invested by funds: $208B → $200B (-$7.79B)

9% less funds holding in top 10

Funds holding in top 10: 221201 (-20)

23% less call options, than puts

Call options by funds: $6.68B | Put options by funds: $8.66B

Holders
3,088
Holders Change
-15
Holders Change %
-0.48%
% of All Funds
54.05%
Holding in Top 10
201
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-9.05%
% of All Funds
3.52%
New
137
Increased
1,441
Reduced
1,120
Closed
109
Calls
$6.68B
Puts
$8.66B
Net Calls
-$1.99B
Net Calls Change
+$942M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
2501
StrongBox Wealth
Missouri
$496K +$59.9K +336 +13%
ACM
2502
Ategra Capital Management
Virginia
$494K -$21.4K -120 -4%
TWM
2503
Titus Wealth Management
California
$492K
RIM
2504
Rockbridge Investment Management
New York
$491K
PA
2505
PSI Advisors
Florida
$491K +$58.3K +327 +13%
WFMPM
2506
Woodley Farra Manion Portfolio Management
Indiana
$490K -$3.56K -20 -0.7%
SWM
2507
Sugarloaf Wealth Management
Georgia
$490K
IWA
2508
Inspirion Wealth Advisors
Illinois
$490K +$18.4K +103 +4%
ECAM
2509
East Coast Asset Management
Massachusetts
$489K
SAM
2510
SignalPoint Asset Management
Missouri
$487K +$6.77K +38 +1%
ME
2511
McIlrath & Eck
Washington
$485K +$1.6K +9 +0.3%
CIAS
2512
CFS Investment Advisory Services
New Jersey
$485K +$511K +2,865 New
LAM
2513
LifePro Asset Management
California
$484K +$42.8K +240 +9%
RPA
2514
Rock Point Advisors
Vermont
$483K
WP
2515
WealthShield Partners
North Carolina
$482K -$507K -2,844 -50%
PWM
2516
Prentice Wealth Management
New York
$482K +$1.78K +10 +0.4%
TFF
2517
The Family Firm
Maryland
$482K +$11.6K +65 +2%
DS
2518
DRW Securities
Illinois
$479K +$125K +699 +33%
WPA
2519
Winning Points Advisors
Florida
$479K +$165K +925 +49%
GAM
2520
Gould Asset Management
California
$477K -$338K -1,895 -40%
PCM
2521
Perritt Capital Management
Illinois
$477K
SAM
2522
Silphium Asset Management
United Kingdom
$477K +$502K +2,818 New
MWM
2523
Merriman Wealth Management
Washington
$476K -$81.5K -457 -14%
NP
2524
Ninepoint Partners
Ontario, Canada
$476K
MTC
2525
McDaniel Terry & Co
Texas
$474K

DIS Hedge Fund Activity: Q3 2021 in Review

3,088 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q3 2021, worth a combined $200B — down 3.8% from $208B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new DIS positions and 109 closed out — a net gain of 28 holders — while 1,441 added to existing stakes and 1,120 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.25B. The largest seller was Susquehanna International Group, cutting an estimated $2.17B.

  • 3,088 institutional investors held Walt Disney (DIS) as of Q3 2021, down from 3,103 in Q2 2021.
  • Funds reported $200B of Walt Disney stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 137 funds opened new Walt Disney positions in Q3 2021 and 109 closed out, a net change of +28 holders.
  • The largest Walt Disney buyer in Q3 2021 was T. Rowe Price Associates, an estimated $1.25B added.
  • The largest Walt Disney seller in Q3 2021 was Susquehanna International Group, an estimated $2.17B sold.

Based on aggregated 13F filings for Q3 2021.