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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
BRA
2726
Biechele Royce Advisors
Indiana
$336K +$354K +1,984 New
CC
2727
Centiva Capital
New York
$335K -$311K -1,747 -47%
SFG
2728
Sovereign Financial Group
Connecticut
$335K -$206K -1,154 -37%
BC
2729
Brio Consultants
California
$335K -$6.24K -35 -2%
BWP
2730
Bernardo Wealth Planning
Pennsylvania
$333K +$178 +1 +0.1%
CCA
2731
Catalyst Capital Advisors
New York
$332K
CCM
2732
Chickasaw Capital Management
Tennessee
$331K
4WM
2733
4J Wealth Management
Virginia
$331K +$18.2K +102 +5%
CQS
2734
Credential Qtrade Securities
$329K +$15.7K +88 +5%
TC
2735
Trilogy Capital
California
$329K -$2.5K -14 -0.7%
CPW
2736
Catalyst Private Wealth
California
$329K +$356 +2 +0.1%
JWM
2737
JGP Wealth Management
Oregon
$329K +$1.07K +6 +0.3%
TB
2738
Terril Brothers
Missouri
$328K -$4.28K -24 -1%
GIM
2739
Guild Investment Management
California
$328K
WCM
2740
Wisconsin Capital Management
Wisconsin
$328K
BFG
2741
Bouchey Financial Group
New York
$325K +$53.7K +301 +19%
GIM
2742
Greylin Investment Management
Virginia
$324K -$19.6K -110 -5%
MWM
2743
Maltin Wealth Management
New Jersey
$322K +$5.53K +31 +2%
NWS
2744
Newport Wealth Strategies
California
$322K +$40.1K +225 +13%
PAM
2745
Paradigm Asset Management
New York
$321K -$35.6K -200 -10%
FA
2746
Faithward Advisors
Pennsylvania
$317K +$335K +1,877 New
ICP
2747
Interchange Capital Partners
Pennsylvania
$315K -$25.7K -144 -7%
GGS
2748
Galvin Gaustad & Stein
Arizona
$315K
CFA
2749
Cahill Financial Advisors
Minnesota
$315K +$20.9K +117 +7%
RWI
2750
Red Wave Investments
Pennsylvania
$314K -$1.96K -11 -0.6%

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.