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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
SIC
2926
Schwartz Investment Counsel
Michigan
$211K
CCM
2927
Carderock Capital Management
Maryland
$211K +$223K +1,250 New
NCP
2928
NexWave Capital Partners
New York
$211K +$223K +1,250 New
LSA
2929
Lion Street Advisors
Texas
$211K +$224K +1,256 New
CWM
2930
Cadence Wealth Management
Massachusetts
$210K
GPC
2931
Garrison Point Capital
California
$210K
WCWM
2932
Wooster Corthell Wealth Management
Connecticut
$210K
WLIM
2933
White Lighthouse Investment Management
Massachusetts
$209K +$12.5K +70 +6%
PIM
2934
Parker Investment Management
California
$209K +$220K +1,236 New
MAM
2935
Magellan Asset Management
Australia
$208K +$75K +421 +52%
CWA
2936
Clearview Wealth Advisors
Oregon
$207K +$3.92K +22 +2%
CF
2937
Clarity Financial
Texas
$206K -$13.4K -75 -6%
ECA
2938
Elevated Capital Advisors
Utah
$205K +$216K +1,213 New
SAM
2939
Shikiar Asset Management
New York
$204K
SFG
2940
Sunburst Financial Group
Alabama
$203K -$8.2K -46 -4%
MAM
2941
MMA Asset Management
Pennsylvania
$203K
PWP
2942
Personal Wealth Partners
Minnesota
$202K
HCIA
2943
Hochman Cole Investment Advisors
Illinois
$201K -$10.2K -57 -5%
4WM
2944
44 Wealth Management
Oregon
$201K
VFP
2945
Verus Financial Partners
Virginia
$201K
TCM
2946
Triumph Capital Management
Colorado
$201K +$212K +1,189 New
GWM
2947
GSB Wealth Management
Connecticut
$200K -$2.25M -12,623 -91%
UIA
2948
UBP Investment Advisors
Switzerland
$200K -$65.4K -367 -23%
CS
2949
Capital Square
Tennessee
$200K
HWM
2950
HighMark Wealth Management
Minnesota
$199K -$1.07K -6 -0.5%

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.