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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
DAM
2576
Deltec Asset Management
New York
$433K -$80.2K -450 -15%
BWM
2577
Blossom Wealth Management
California
$432K +$39.6K +222 +10%
MSCM
2578
McElhenny Sheffield Capital Management
Texas
$431K +$454K +2,549 New
SCM
2579
SKBA Capital Management
California
$430K
CCM
2580
Carlson Capital Management
Minnesota
$430K +$83.8K +470 +23%
TIAM2
2581
Tru Independence Asset Management 2
Oregon
$429K -$234K -1,310 -34%
SFP
2582
Sandbox Financial Partners
Maryland
$429K -$114K -639 -20%
MIC
2583
Meridian Investment Counsel
California
$429K
GSC
2584
G&S Capital
Colorado
$429K +$452K +2,535 New
OPWM
2585
Oxinas Partners Wealth Management
Indiana
$426K -$19.4K -109 -4%
FNBSF
2586
First National Bank Sioux Falls
South Dakota
$426K
FAM
2587
Fred Alger Management
New York
$426K
KIM
2588
Karpus Investment Management
New York
$425K
FOA
2589
Five Oceans Advisors
California
$425K +$448K +2,515 New
BWM
2590
Buckley Wealth Management
Nevada
$424K +$58.5K +328 +15%
APWA
2591
Atlas Private Wealth Advisors
New Jersey
$423K -$82K -460 -16%
SSA
2592
Schonfeld Strategic Advisors
New York
$422K -$7.31M -41,006 -94%
AP
2593
Adero Partners
California
$422K -$18.2K -102 -4%
MRI
2594
Mad River Investors
Massachusetts
$422K
AWMG
2595
Alliance Wealth Management Group
New Jersey
$422K +$9.8K +55 +2%
QCIG
2596
Quad-Cities Investment Group
Iowa
$421K
SC
2597
Solstein Capital
California
$419K +$268K +1,504 +155%
HFP
2598
Holistic Financial Partners
Indiana
$417K -$25K -140 -5%
FMTCOCP
2599
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$417K -$24.1K -135 -5%
MC
2600
Miramar Capital
Illinois
$416K -$6.95K -39 -2%

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.