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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
SFP
2851
Sterling Financial Planning
New Jersey
$254K +$1.43K +8 +0.5%
BL
2852
BCWM LLC
Kansas
$253K -$6.51M -36,512 -96%
HR
2853
Hayden Royal
North Carolina
$253K -$381K -2,138 -59%
PCMK
2854
Paragon Capital Management (Kansas)
Kansas
$253K -$15.5K -87 -5%
HAFS
2855
Hapanowicz & Associates Financial Services
Pennsylvania
$253K
TF
2856
TimeScale Financial
Massachusetts
$252K -$28.7K -161 -10%
LF
2857
Lee Financial
Texas
$252K
RDFA
2858
Ritter Daniher Financial Advisory
Ohio
$252K
SAG
2859
Spotlight Asset Group
Illinois
$251K -$25.3K -142 -9%
NPPM
2860
North Point Portfolio Managers
Ohio
$251K
SSW
2861
Smith Shellnut Wilson
Mississippi
$251K
CCM
2862
Crabel Capital Management
California
$251K +$265K +1,485 New
CMBA
2863
C.M. Bidwell & Associates
Hawaii
$248K -$129K -723 -33%
BIA
2864
Barry Investment Advisors
Massachusetts
$247K
WA
2865
Wealth Advisors
California
$247K +$23.2K +130 +10%
DBRC
2866
D.B. Root & Company
Pennsylvania
$246K -$891 -5 -0.3%
IP
2867
Isthmus Partners
Wisconsin
$246K
EA
2868
Emerald Advisors
Washington
$246K +$3.92K +22 +2%
CA
2869
Capitolis Advisors
New York
$245K -$6.4M -35,913 -96%
PG
2870
Pendal Group
Australia
$245K -$5.43M -30,485 -95%
HWA
2871
Heartwood Wealth Advisors
Virginia
$245K +$4.46K +25 +2%
CCI
2872
Credit Capital Investments
New Jersey
$244K +$257K +1,442 New
SFS
2873
Solitude Financial Services
Virginia
$243K +$256K +1,436 New
3F
2874
360 Financial
Minnesota
$242K
AGA
2875
Arkos Global Advisors
Texas
$242K

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.