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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
SPIO
2601
Seven Post Investment Office
California
$416K
GF
2602
Gries Financial
Ohio
$415K -$1.06M -5,973 -71%
SFPG
2603
Stonebridge Financial Planning Group
Florida
$415K -$67.7K -380 -13%
AFC
2604
AFT Forsyth & Company
Florida
$415K -$25.8K -145 -6%
CHA
2605
Carmichael Hill & Associates
Maryland
$415K +$8.2K +46 +2%
SNBOSD
2606
Security National Bank of So Dak
Iowa
$415K +$92.3K +518 +27%
SWP
2607
Summit Wealth Partners
Florida
$414K
CDIA
2608
Capital Directions Investment Advisors
Georgia
$414K +$23K +129 +6%
CI
2609
CX Institutional
Indiana
$413K -$2.67K -15 -0.6%
BA
2610
Ballast Advisors
Minnesota
$413K
HC
2611
Hamilton Capital
Ohio
$412K -$689K -3,863 -61%
NS
2612
Newman & Schimel
Illinois
$411K -$31.2K -175 -7%
WI
2613
WrapManager Inc
California
$410K -$70.2K -394 -14%
WDL
2614
Well Done LLC
Michigan
$410K -$43.7K -245 -9%
SAS
2615
Sanford Advisory Services
Michigan
$410K +$8.2K +46 +2%
PP
2616
Patron Partners
Texas
$409K +$2.32K +13 +0.5%
PWM
2617
Palumbo Wealth Management
New York
$408K -$924K -5,183 -68%
AL
2618
ADE LLC
Maryland
$407K
CRWM
2619
Castle Rock Wealth Management
California
$406K -$245K -1,374 -37%
JWM
2620
JFG Wealth Management
Colorado
$406K +$1.07K +6 +0.3%
AC
2621
Asio Capital
Kentucky
$406K +$150K +842 +54%
PMG
2622
Private Management Group
California
$404K -$17.1K -96 -4%
BCM
2623
Bienville Capital Management
New York
$404K
SAMT
2624
Select Asset Management & Trust
Pennsylvania
$404K
SICM
2625
Sustainable Insight Capital Management
New York
$404K +$3.03K +17 +0.7%

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.