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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
PPWM
2551
PFG Private Wealth Management
Florida
$454K +$30.1K +169 +7%
EBA
2552
Eagle Bay Advisors
New York
$452K +$155K +869 +48%
PCM
2553
Prelude Capital Management
New York
$451K -$384K -2,157 -45%
LF
2554
Lantz Financial
Illinois
$451K -$77.2K -433 -14%
FSG
2555
Financial Strategies Group
Michigan
$451K +$94.1K +528 +25%
RFN
2556
RDA Financial Network
Iowa
$448K +$1.25K +7 +0.3%
DDPIC
2557
Deroy & Devereaux Private Investment Counsel
Michigan
$447K
VFA
2558
Voya Financial Advisors
Connecticut
$447K +$86.3K +484 +23%
TW
2559
Towerpoint Wealth
California
$446K -$5.35K -30 -1%
PA
2560
Parkside Advisors
California
$445K
TAIM
2561
Te Ahumairangi Investment Management
New Zealand
$445K
SAM
2562
Security Asset Management
New York
$445K +$25.5K +143 +6%
AAM
2563
AMI Asset Management
California
$443K
FFWM
2564
Future Financial Wealth Management
Ohio
$443K
PCMC
2565
Private Capital Management (Colorado)
Colorado
$443K +$74.5K +418 +19%
CCA
2566
Clearwater Capital Advisors
Illinois
$442K -$16K -90 -3%
MPIA
2567
Mountain Pacific Investment Advisers
Idaho
$441K -$80.2K -450 -15%
PC
2568
Peavine Capital
Nevada
$441K
Edgewood Management
2569
Edgewood Management
Connecticut
$440K
AWA
2570
Aaron Wealth Advisors
Illinois
$439K -$3.03K -17 -0.7%
CCA
2571
Column Capital Advisors
Indiana
$439K +$8.02K +45 +2%
PFA
2572
Pinnacle Family Advisors
Missouri
$438K -$4.46K -25 -1%
HWMG
2573
Hurlow Wealth Management Group
Indiana
$436K -$15.3K -86 -3%
PWC
2574
PYA Waltman Capital
Tennessee
$435K
VAG
2575
VisionPoint Advisory Group
Texas
$435K +$441K +2,476 New

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.