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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
VFIC
2776
Valley Forge Investment Consultants
Pennsylvania
$304K +$26.7K +150 +9%
FCIM
2777
Fairview Capital Investment Management
California
$303K +$9.27K +52 +3%
EFL
2778
ERn Financial LLC
Wisconsin
$303K +$52.8K +296 +20%
SIS
2779
Sound Income Strategies
Florida
$302K +$713 +4 +0.2%
SFG
2780
Sather Financial Group
Texas
$301K +$317K +1,778 New
JF
2781
Jump Financial
Illinois
$299K -$1.56M -8,748 -83%
BFG
2782
Berger Financial Group
Minnesota
$298K -$23.7K -133 -7%
SMG
2783
Spectrum Management Group
Indiana
$298K +$188K +1,054 +148%
SHWM
2784
Smith & Howard Wealth Management
Georgia
$297K -$10.7K -60 -3%
OAM
2785
Occidental Asset Management
California
$297K
G
2786
GenTrust
Florida
$297K +$36.5K +205 +13%
1IA
2787
1834 Investment Advisors
Wisconsin
$296K -$14.4K -81 -4%
BB
2788
Bell Bank
North Dakota
$296K -$1.78K -10 -0.6%
NL
2789
NKCFO LLC
Illinois
$296K
CCM
2790
Chiron Capital Management
Florida
$296K +$891 +5 +0.3%
MWP
2791
Madison Wealth Partners
Wisconsin
$296K +$12.5K +70 +4%
FRM
2792
Fox Run Management
Connecticut
$296K +$312K +1,750 New
SG
2793
Strid Group
Pennsylvania
$294K +$3.56K +20 +1%
ST
2794
Somerset Trust
Pennsylvania
$293K +$72K +404 +30%
FA
2795
Fiducient Advisors
Illinois
$292K
OWM
2796
Opes Wealth Management
California
$292K
MWPCG
2797
Measured Wealth Private Client Group
New Hampshire
$292K +$54.7K +307 +22%
RCG
2798
Rock Creek Group
District of Columbia
$291K -$174K -978 -36%
FMC
2799
Financial Management Concepts
Florida
$291K
ZAM
2800
Zevin Asset Management
Massachusetts
$290K -$31.2K -175 -9%

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.