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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
JWS
2801
Juncture Wealth Strategies
Arizona
$289K +$305K +1,710 New
CWM
2802
Campbell Wealth Management
Virginia
$288K +$3.03K +17 +1%
FVWA
2803
Foster Victor Wealth Advisors
South Carolina
$288K +$9.27K +52 +3%
VC
2804
Vestor Capital
Illinois
$288K +$123K +690 +68%
CWM
2805
Curi Wealth Management
North Carolina
$285K -$5.17K -29 -2%
JBA
2806
Johnson Bixby & Associates
Washington
$285K
AG
2807
Appleton Group
Wisconsin
$283K
HFG
2808
Heron Financial Group
New York
$283K
RWA
2809
Redhawk Wealth Advisors
Minnesota
$283K +$4.99K +28 +2%
CFO
2810
Collective Family Office
Pennsylvania
$283K +$6.59K +37 +2%
AWM
2811
Avondale Wealth Management
Texas
$282K -$198K -1,109 -40%
NFG
2812
Norris Financial Group
South Carolina
$281K
DJYG
2813
David J. Yvars Group
Florida
$280K -$9.8K -55 -3%
AWM
2814
AllSquare Wealth Management
New York
$278K -$2.32K -13 -0.8%
HIS
2815
Harvest Investment Services
Illinois
$276K -$18.2K -102 -6%
MWM
2816
MinichMacGregor Wealth Management
New York
$275K +$9.09K +51 +3%
E
2817
Ergoteles
New York
$275K +$81.1K +455 +39%
TC
2818
Tatro Capital
Kentucky
$274K -$37.8K -212 -12%
SFA
2819
Souders Financial Advisors
Ohio
$273K +$891 +5 +0.3%
BCM
2820
Brasada Capital Management
Texas
$272K -$594K -3,330 -67%
AIA
2821
AIMZ Investment Advisors
California
$272K
BMD
2822
Better Money Decisions
New Mexico
$271K
BLAM
2823
Bourne Lent Asset Management
New York
$271K
SWM
2824
Shakespeare Wealth Management
Wisconsin
$270K +$6.06K +34 +2%
BDF
2825
Black Diamond Financial
Maryland
$268K -$3.74K -21 -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.