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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
IEFM
2876
IQ EQ Fund Management
Ireland
$239K -$18.5K -104 -7%
CST
2877
Charles Schwab Trust
Nevada
$238K -$219K -1,231 -47%
BWM
2878
Brickley Wealth Management
California
$237K +$31.9K +179 +15%
AIIMS
2879
Analyst IMS Investment Management Services
Israel
$236K -$3.74K -21 -1%
PFA
2880
Pettinga Financial Advisors
Indiana
$236K +$1.78K +10 +0.7%
FFA
2881
Fi3 Financial Advisors
Indiana
$236K +$9.98K +56 +4%
AC
2882
AlphaCore Capital
California
$236K +$249K +1,395 New
MAM
2883
Must Asset Management
South Korea
$235K
CMP
2884
Courage Miller Partners
Virginia
$233K
SSCA
2885
South Shore Capital Advisors
Massachusetts
$232K -$14.3K -80 -6%
FC
2886
Financial Consulate
Maryland
$231K -$1.78K -10 -0.7%
FS
2887
Ferguson Shapiro
Georgia
$230K -$1.96K -11 -0.8%
AIS
2888
AM Investment Strategies
Tennessee
$230K
RWA
2889
RGT Wealth Advisors
Texas
$229K -$332K -1,861 -58%
CC
2890
Cadinha & Co
Hawaii
$229K
HFS
2891
Howard Financial Services
Texas
$228K -$34K -191 -12%
CAM
2892
Claret Asset Management
Quebec, Canada
$227K -$11.8K -66 -5%
ACM
2893
Armbruster Capital Management
New York
$227K
JI
2894
Jeereddi Investments
California
$227K
NIMI
2895
Natixis Investment Managers International
France
$227K +$42.4K +238 +22%
RBCM
2896
Raub Brock Capital Management
California
$226K
MWP
2897
Meridian Wealth Partners
Pennsylvania
$225K +$8.38K +47 +4%
HA
2898
HC Advisors
Georgia
$223K -$9.09K -51 -4%
CWM
2899
Concentrum Wealth Management
California
$223K
DP
2900
Denver PWM
Colorado
$223K

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.