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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
SRC
2651
Sage Rhino Capital
California
$379K -$52.4K -294 -12%
AG
2652
AlphaSimPlex Group
Massachusetts
$378K -$608K -3,412 -60%
VIMU
2653
Veritas Investment Management (UK)
United Kingdom
$378K
DAC
2654
Dividend Assets Capital
South Carolina
$377K -$80.2K -450 -17%
DW
2655
Domani Wealth
Pennsylvania
$377K -$53.7K -301 -12%
AA
2656
Alesco Advisors
New York
$375K
ACM
2657
AUA Capital Management
Pennsylvania
$375K
PWMG
2658
Pinnacle Wealth Management Group
Michigan
$375K
SFG
2659
StrategIQ Financial Group
Indiana
$375K +$1.07K +6 +0.3%
SWM
2660
Selective Wealth Management
Virginia
$373K -$90.5K -508 -19%
CRCM
2661
Corbett Road Capital Management
Virginia
$373K +$24.6K +138 +7%
CIC
2662
Cutler Investment Counsel
Oregon
$372K +$3.56K +20 +0.9%
CA
2663
Crewe Advisors
Utah
$372K +$7.13K +40 +2%
JSL
2664
JT Stratford LLC
Georgia
$371K -$113K -636 -22%
GWA
2665
GGM Wealth Advisors
Maryland
$371K -$3.56K -20 -0.9%
HC
2666
Henshaw Capital
Massachusetts
$370K
CFC
2667
Coyle Financial Counsel
Illinois
$370K +$390K +2,189 New
SLWA
2668
San Luis Wealth Advisors
California
$370K +$390K +2,189 New
MFGM
2669
Marshall Financial Group (Maryland)
Maryland
$369K -$328K -1,838 -83%
IFAM
2670
Institutional & Family Asset Management
Colorado
$369K -$41.5K -233 -10%
DA
2671
DSC Advisors
Illinois
$369K -$22.6K -127 -6%
FA
2672
Financial Advisors
Massachusetts
$368K -$55.3K -310 -12%
CISOA
2673
Capital Investment Services of America
Wisconsin
$368K
PWA
2674
Phoenix Wealth Advisors
North Carolina
$367K -$6.59K -37 -2%
DWMG
2675
DB Wealth Management Group
California
$366K

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.