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
FPIS
2751
Financial Planning & Information Services
Wisconsin
$314K +$14.8K +83 +5%
PM
2752
Penbrook Management
New York
$313K
RFG
2753
Range Financial Group
Oregon
$313K +$1.78K +10 +0.5%
FC
2754
Financial Council
Maryland
$313K +$330K +1,849 New
CIC
2755
Chase Investment Counsel
Virginia
$312K
CAM
2756
Concorde Asset Management
Michigan
$311K -$13.5K -76 -4%
FAG
2757
Financial Advisory Group
Texas
$311K +$44.6K +250 +16%
PP
2758
PrairieView Partners
Minnesota
$310K
LCC
2759
Lincoln Capital Corp
Rhode Island
$310K +$12.8K +72 +4%
AWP
2760
Abacus Wealth Partners
California
$309K -$87.9K -493 -21%
SFA
2761
Semmax Financial Advisors
North Carolina
$309K -$33K -185 -9%
MAM
2762
McCarthy Asset Management
California
$309K -$28.9K -162 -8%
SSG
2763
Summit Securities Group
New York
$309K -$9.09K -51 -3%
HPIA
2764
Hamilton Point Investment Advisors
North Carolina
$308K
EBSAM
2765
Eubel Brady & Suttman Asset Management
Ohio
$308K +$51.5K +289 +19%
BCM
2766
Breiter Capital Management
Florida
$307K -$4.46K -25 -1%
BFS
2767
Baskin Financial Services
Ontario, Canada
$307K
FFG
2768
Ford Financial Group
California
$306K
EW
2769
Element Wealth
Mississippi
$305K -$1.6K -9 -0.5%
Cohen & Steers
2770
Cohen & Steers
New York
$305K
HCM
2771
Huber Capital Management
California
$305K
PFA
2772
Plotkin Financial Advisors
Maryland
$305K +$14.4K +81 +5%
NQWM
2773
Northwest Quadrant Wealth Management
Oregon
$304K
SA
2774
Shilanski & Associates
Alaska
$304K +$356 +2 +0.1%
EE
2775
EWG Elevate
California
$304K +$3.03K +17 +1%

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.