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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
AW
2951
Avion Wealth
Texas
$196K
ARMC
2952
American Research & Management Company
Massachusetts
$193K -$14.3K -80 -7%
CFG
2953
CKW Financial Group
Hawaii
$187K -$6.24K -35 -3%
AFIA
2954
America First Investment Advisors
Nebraska
$187K +$5.35K +30 +3%
LWA
2955
Lenox Wealth Advisors
New York
$186K +$47.2K +265 +32%
NOI
2956
Newton One Investments
Delaware
$182K
HWMA
2957
Heritage Wealth Management (Arizona)
Arizona
$177K -$31K -174 -14%
KFS
2958
Kelly Financial Services
Massachusetts
$171K -$31.5M -176,833 -99%
ITFISA
2959
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$169K
TAM
2960
Tucker Asset Management
Colorado
$169K +$26.7K +150 +18%
MTCM
2961
Mint Tower Capital Management
Netherlands
$169K -$513K -2,878 -74%
ECM
2962
EMC Capital Management
Texas
$169K
WOSD
2963
WFA of San Diego
California
$167K +$176K +987 New
FFA
2964
Freedman Financial Associates
Massachusetts
$166K
VCM
2965
Versant Capital Management
Arizona
$162K -$20.1K -113 -11%
GCM
2966
Gladius Capital Management
Illinois
$162K +$44.2K +248 +35%
RCA
2967
Ranch Capital Advisors
Florida
$162K +$58.8K +330 +52%
AA
2968
AlphaMark Advisors
Kentucky
$161K
RWML
2969
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$160K +$3.92K +22 +2%
BPGAM
2970
BTG Pactual Global Asset Management
Bermuda
$159K +$167K +937 New
MGIM
2971
M&G Investment Management
United Kingdom
$159K +$34.3M +192,708 +26%
RAM
2972
Riggs Asset Management
Pennsylvania
$158K +$35.6K +200 +27%
WFA
2973
West Financial Advisors
Iowa
$155K +$68.4K +384 +72%
TI
2974
Truehand Inc
New Hampshire
$154K
OAMG
2975
Odey Asset Management Group
United Kingdom
$152K

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.