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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
FWM
2676
Focused Wealth Management
New York
$366K +$356 +2 +0.1%
IAP
2677
Indie Asset Partners
Indiana
$366K +$8.91K +50 +2%
FAN
2678
Financial Advisors Network
California
$366K +$59.9K +336 +17%
FFC
2679
First Financial Corp
Indiana
$365K -$13.4K -75 -3%
HA
2680
HYA Advisors
Missouri
$365K +$35.6K +200 +11%
FA
2681
Fortis Advisors
Pennsylvania
$364K
V
2682
VeraBank
Texas
$364K +$75.9K +426 +25%
PIN
2683
Prudent Investors Network
California
$364K +$383K +2,149 New
CSM
2684
CAMG Solamere Management
North Carolina
$362K +$17.8K +100 +5%
CAL
2685
Capital Advisors Ltd
Ohio
$362K +$76.5K +429 +25%
PCM
2686
Pennsylvania Capital Management
Pennsylvania
$361K
WC
2687
Whitney & Co
New York
$359K
AMG
2688
Advisors Management Group
Wisconsin
$358K -$30.7K -172 -8%
AWM
2689
Aevitas Wealth Management
Massachusetts
$358K
EIG
2690
Ellenbecker Investment Group
Wisconsin
$358K
PSIWM
2691
Paradigm Strategies in Wealth Management
Minnesota
$358K
RC
2692
Rinet Company
Massachusetts
$357K +$1.6K +9 +0.4%
FA
2693
Fermata Advisors
California
$356K +$22.3K +125 +6%
WIA
2694
World Investment Advisors
California
$355K -$2.14K -12 -0.6%
JGGDR
2695
JGP Global Gestao de Recursos
Brazil
$355K +$107K +600 +40%
MCM
2696
Magnolia Capital Management
New York
$355K +$374K +2,100 New
FSC
2697
Full Sail Capital
Oklahoma
$354K -$3.92K -22 -1%
NCM
2698
New Capital Management
Texas
$353K +$358K +2,010 New
HNW
2699
High Note Wealth
Minnesota
$352K
PP
2700
Pegasus Partners
Wisconsin
$351K -$22.3K -125 -6%

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.