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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
SCA
2701
Stuart Chaussee & Associates
California
$350K
POIA
2702
Pin Oak Investment Advisors
Texas
$349K -$22.8K -128 -6%
CCA
2703
Cadent Capital Advisors
Oklahoma
$348K +$41.4K +232 +13%
SL
2704
Salomon & Ludwin
Virginia
$348K +$74.7K +419 +26%
BOCM
2705
Bontempo Ohly Capital Management
Maryland
$346K -$101K -565 -22%
WWMSC
2706
Wagner Wealth Management (South Carolina)
South Carolina
$346K
ADMI
2707
Albert D. Mason Inc
Massachusetts
$344K
GCP
2708
Gill Capital Partners
Colorado
$344K +$178 +1 +0%
TA
2709
Trellis Advisors
Washington
$343K +$891 +5 +0.2%
TCWM
2710
Total Clarity Wealth Management
Illinois
$343K +$11.2K +63 +3%
TWM
2711
TMD Wealth Management
Arizona
$343K +$26.7K +150 +8%
TIM
2712
Tortoise Investment Management
New York
$342K -$4.46K -25 -1%
SAM
2713
S.A. Mason
Michigan
$342K
FCM
2714
Firestone Capital Management
Florida
$341K
MGWM
2715
Marks Group Wealth Management
Minnesota
$339K +$357K +2,003 New
CM
2716
Castleark Management
Illinois
$338K
DC
2717
Defender Capital
North Carolina
$338K
RWG
2718
Regal Wealth Group
California
$338K
CA
2719
CastleArk Alternatives
Illinois
$338K +$356K +2,000 New
EPWM
2720
Essex Private Wealth Management
Massachusetts
$337K -$28.2K -158 -7%
CFA
2721
Capstone Financial Advisors
Illinois
$337K
AWS
2722
Arkfeld Wealth Strategies
Nebraska
$336K
GA
2723
Geller Advisors
New York
$336K +$535 +3 +0.2%
DE
2724
Day & Ennis
Georgia
$336K +$40.1K +225 +13%
ACP
2725
Aveo Capital Partners
Colorado
$336K +$50.6K +284 +17%

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.