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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
HL
2526
HeadInvest LLC
Maine
$474K +$78.2K +439 +19%
EFG
2527
Everhart Financial Group
Ohio
$474K +$80.9K +454 +19%
MC
2528
Machina Capital
France
$474K +$499K +2,799 New
FA
2529
Fountainhead AM
New Jersey
$473K -$75.9K -426 -13%
CFN
2530
Cordasco Financial Network
Florida
$473K +$1.78K +10 +0.4%
TP
2531
Tranquility Partners
Tennessee
$473K +$41.4K +232 +9%
Financial Engines Advisors
2532
Financial Engines Advisors
California
$472K +$88.4K +496 +22%
MA
2533
Mosaic Advisors
Texas
$470K -$134K -750 -21%
SF
2534
Symphony Financial
Texas
$470K -$120K -676 -20%
MPM
2535
Meritage Portfolio Management
Kansas
$469K -$53.5K -300 -10%
TIA
2536
Traphagen Investment Advisors
New Jersey
$469K +$17.8K +100 +4%
SAM
2537
Synergy Asset Management
Washington
$467K +$492K +2,760 New
Wealth Enhancement Advisory Services
2538
Wealth Enhancement Advisory Services
Minnesota
$465K +$4.28K +24 +0.9%
IF
2539
IRON Financial
Illinois
$464K +$2.32K +13 +0.5%
MG
2540
Mather Group
Illinois
$463K -$121K -680 -20%
NA
2541
Navellier & Associates
Nevada
$461K
FQ
2542
First Quadrant
California
$460K -$1.46M -8,202 -75%
PBO
2543
Peoples Bank (Ohio)
Ohio
$460K -$6.24K -35 -1%
CP
2544
Coho Partners
Pennsylvania
$458K
NWA
2545
New World Advisors
Massachusetts
$457K -$873K -4,895 -64%
EIA
2546
Eldridge Investment Advisors
New Hampshire
$457K
ARMT
2547
Amica Retiree Medical Trust
Rhode Island
$456K -$210K -1,180 -30%
MCM
2548
Monument Capital Management
Virginia
$455K +$480K +2,691 New
SOW
2549
State of Wyoming
Wyoming
$454K -$59.5K -334 -11%
SAM
2550
Summit Asset Management
Tennessee
$454K +$4.46K +25 +0.9%

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.