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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
CCM
2901
Colorado Capital Management
Colorado
$223K +$8.2K +46 +4%
RA
2902
Rodgers & Associates
Pennsylvania
$222K -$9.98K -56 -4%
HFBOT
2903
Home Federal Bank of Tennessee
Tennessee
$222K -$1.78K -10 -0.8%
BAM
2904
Banta Asset Management
California
$221K
CAM
2905
Campion Asset Management
Virginia
$221K
PAA
2906
Peregrine Asset Advisers
Oregon
$220K -$229K -1,282 -50%
GCMG
2907
Gyroscope Capital Management Group
Florida
$220K -$71.3K -400 -24%
WFA
2908
Wade Financial Advisory
California
$220K
KBFS
2909
Kohmann Bosshard Financial Services
Ohio
$220K +$4.81K +27 +2%
AWM
2910
Aprio Wealth Management
Georgia
$220K +$8.56K +48 +4%
PWM
2911
Purus Wealth Management
California
$220K +$13.4K +75 +6%
WCFA
2912
Walkner Condon Financial Advisors
Wisconsin
$219K +$7.49K +42 +3%
SP
2913
SWS Partners
Ohio
$219K +$230K +1,292 New
CFAM
2914
Center For Asset Management
Florida
$218K +$8.91K +50 +4%
FWI
2915
Facet Wealth Inc
Maryland
$217K +$229K +1,283 New
FRA
2916
Frank Rimerman Advisors
California
$216K -$68.1K -382 -23%
GI
2917
Glovista Investments
New Jersey
$216K +$227K +1,274 New
CCM
2918
Cohen Capital Management
California
$215K
TI
2919
Truepoint Inc
Ohio
$215K +$226K +1,270 New
NIM
2920
Nicollet Investment Management
Minnesota
$214K -$4.99K -28 -2%
CIA
2921
Compass Ion Advisors
Pennsylvania
$214K -$4.81K -27 -2%
GWM
2922
Gitterman Wealth Management
New Jersey
$213K -$71.5K -401 -24%
LB
2923
Leo Brokerage
Texas
$213K +$5.53K +31 +3%
WFPG
2924
Waller Financial Planning Group
Ohio
$213K +$224K +1,257 New
MIM
2925
Meridiem Investment Management
United Kingdom
$211K

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.