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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
IC
276
Inverness Counsel
New York
$49.1M +$2.18M +12,240 +4%
WJWM
277
Williams Jones Wealth Management
New York
$49.1M +$146K +820 +0.3%
CCM
278
Compass Capital Management
Minnesota
$48.8M +$1.24M +6,948 +2%
MA
279
MUFG Americas
New York
$48.5M +$956K +5,363 +2%
HCM
280
Howland Capital Management
Massachusetts
$48.4M +$563K +3,159 +1%
BPC
281
Banque Pictet & Cie
Switzerland
$47.9M +$1.3M +7,271 +3%
NIM
282
Northeast Investment Management
Massachusetts
$47.9M -$57.9K -325 -0.1%
CAG
283
Crestwood Advisors Group
Massachusetts
$47.7M +$1.58M +8,841 +3%
TPSF
284
Texas Permanent School Fund
Texas
$47.5M -$3.77M -21,131 -7%
NAM
285
Nissay Asset Management
Japan
$47.2M +$3.02M +16,925 +6%
SOADOR
286
State of Alaska Department of Revenue
Alaska
$47.2M -$588K -3,299 -1%
Lord, Abbett & Co
287
Lord, Abbett & Co
New Jersey
$47.1M -$102M -572,296 -67%
MSL
288
Mackay Shields LLC
New York
$47M -$1.35M -7,549 -3%
RFC
289
Regions Financial Corp
Alabama
$46.5M -$775K -4,349 -2%
MML Investors Services
290
MML Investors Services
Massachusetts
$46.4M -$990K -5,554 -2%
Capstone Investment Advisors
291
Capstone Investment Advisors
New York
$46.2M +$37.8M +212,058 +346%
EWA
292
EP Wealth Advisors
California
$46.1M +$4.28M +24,018 +10%
Jane Street
293
Jane Street
New York
$45.9M +$37.3M +209,428 +339%
A
294
AustralianSuper
Australia
$45.8M +$21.2M +118,904 +78%
FMI
295
Factory Mutual Insurance
Massachusetts
$45.8M -$1.09M -6,100 -2%
Fidelity International
296
Fidelity International
Bermuda
$45.7M -$10.7M -59,875 -18%
WT
297
Washington Trust
Rhode Island
$45.2M +$501K +2,809 +1%
SLAM
298
Swiss Life Asset Management
$45.2M +$1.23M +6,909 +3%
VDI
299
Vaughan David Investments
Illinois
$44.9M -$801K -4,492 -2%
CTA
300
Chesley Taft & Associates
Illinois
$44.5M +$5.68M +31,892 +14%

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.