We are live on ! Find out more
DIS icon

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
LSC
2626
Lesa Sroufe & Co
Washington
$403K
TCPWM
2627
Traverso Chambers Private Wealth Management
California
$403K +$4.46K +25 +1%
LGA
2628
Lebenthal Global Advisors
New York
$403K +$36.2K +203 +9%
EI
2629
Ellevest Inc
New York
$402K +$233K +1,309 +123%
RWMH
2630
Riverpoint Wealth Management Holdings
Illinois
$401K -$78.4K -440 -16%
UWM
2631
USAdvisors Wealth Management
Minnesota
$399K +$51.2K +287 +14%
LWMG
2632
Levy Wealth Management Group
Pennsylvania
$398K -$14.1K -79 -3%
MAG
2633
Mayfair Advisory Group
Alabama
$397K +$25.8K +145 +7%
FPWM
2634
FSB Premier Wealth Management
Iowa
$396K -$34.2K -192 -8%
MWM
2635
Mascoma Wealth Management
New Hampshire
$396K
GB
2636
Goepper Burkhardt
South Carolina
$394K
OKSA
2637
O'Keefe Stevens Advisory
New York
$392K
GC
2638
Gratus Capital
Georgia
$391K +$114K +638 +38%
HWA
2639
Hilltop Wealth Advisors
North Carolina
$389K
BCA
2640
Biltmore Capital Advisors
New Jersey
$389K +$53.7K +301 +15%
CH
2641
Canton Hathaway
Rhode Island
$389K +$104K +585 +34%
LD
2642
Lipe & Dalton
New York
$386K
SIA
2643
Sit Investment Associates
Minnesota
$386K
AI
2644
AXS Investments
New York
$385K -$143K -804 -26%
ACP
2645
Arcus Capital Partners
Georgia
$385K -$47.6K -267 -10%
LWP
2646
Legacy Wealth Planning
Nevada
$382K
TF
2647
TRH Financial
Iowa
$382K
1CP
2648
17 Capital Partners
Arizona
$381K
RCM
2649
Ratan Capital Management
Florida
$381K
WCWM
2650
Willow Creek Wealth Management
California
$380K -$178 -1 -0%

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.