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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
VV
2826
Verity & Verity
South Carolina
$267K -$39.2K -220 -12%
HPWM
2827
High Pines Wealth Management
Massachusetts
$266K +$280K +1,572 New
KPWG
2828
KFA Private Wealth Group
Virginia
$265K -$11.1K -62 -4%
BWA
2829
Beam Wealth Advisors
Louisiana
$264K +$20.7K +116 +8%
HFA
2830
High Falls Advisors
New York
$263K
HFAS
2831
Hummer Financial Advisory Services
Illinois
$263K
CB
2832
Cadence Bank
Mississippi
$263K +$40.1K +225 +17%
WCM
2833
Washburn Capital Management
Florida
$261K -$15.2K -85 -5%
TWP
2834
TFO Wealth Partners
Ohio
$261K +$204K +1,145 +286%
WFA
2835
WestHill Financial Advisors
California
$261K +$275K +1,541 New
RWRC
2836
R.W. Roge & Company
New York
$260K
JWM
2837
Janiczek Wealth Management
Colorado
$260K +$42.6K +239 +18%
NL
2838
Navalign LLC
California
$259K -$3.03K -17 -1%
GPA
2839
Guidance Point Advisors
Massachusetts
$259K
BWCS
2840
Beirne Wealth Consulting Services
Connecticut
$258K
DWP
2841
Destiny Wealth Partners
Florida
$257K -$17.3K -97 -6%
YMRC
2842
Yorktown Management & Research Company
Virginia
$257K
ACM
2843
Antonetti Capital Management
Florida
$257K +$270K +1,517 New
GCA
2844
Genesee Capital Advisors
New York
$257K +$271K +1,518 New
FAM
2845
Fenimore Asset Management
New York
$256K
IWP
2846
Innova Wealth Partners
Pennsylvania
$256K
GA
2847
Gateway Advisory
New Jersey
$256K +$270K +1,515 New
TCM
2848
Teza Capital Management
Illinois
$255K -$363K -2,038 -58%
CCM
2849
Cribstone Capital Management
Maine
$254K -$32.4K -182 -11%
APW
2850
Acima Private Wealth
Virginia
$254K

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.