We are live on ! Find out more
DIS icon

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
TFIPS
2976
Towarzystwo Funduszy Inwestycyjnych PZU SA
$151K +$3.56K +20 +2%
TCWA
2977
Ten Capital Wealth Advisors
Washington
$150K -$2.35M -13,173 -94%
CWA
2978
Carolina Wealth Advisors
South Carolina
$150K -$356 -2 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2979
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$149K +$157K +882 New
AAP
2980
Arax Advisory Partners
Colorado
$146K +$21K +118 +16%
IRC
2981
Investors Research Corp
Georgia
$144K +$26.7K +150 +21%
CMA
2982
Cedar Mountain Advisors
Oregon
$142K
MFA
2983
McClarren Financial Advisors
Pennsylvania
$142K
EL
2984
EMFO LLC
Florida
$134K
OCM
2985
Orion Capital Management
California
$131K +$10.9K +61 +9%
BFG
2986
Baron Financial Group
New Jersey
$131K
PFA
2987
Professional Financial Advisors
Nebraska
$128K
CWM
2988
Cranbrook Wealth Management
Michigan
$128K +$10.2K +57 +8%
CPC
2989
Consolidated Planning Corp
Georgia
$126K +$132K +743 New
AWM
2990
Activest Wealth Management
Florida
$124K +$535 +3 +0.4%
MWA
2991
Moser Wealth Advisors
Washington
$122K
TCCM
2992
Timber Creek Capital Management
Massachusetts
$120K
BC
2993
Barnett & Company
Tennessee
$118K +$2.85K +16 +2%
CI Investments Inc
2994
CI Investments Inc
Ontario, Canada
$116K +$38.9K +218 +46%
CCMW
2995
Cypress Capital Management (Wyoming)
Wyoming
$115K
WR
2996
WD Rutherford
Oregon
$114K -$53.5K -300 -31%
CIAS
2997
CBIZ Investment Advisory Services
Ohio
$112K
JIR
2998
James Investment Research
Ohio
$110K +$86.3K +484 +290%
DOA
2999
D'Orazio & Associates
Virginia
$109K +$47.1K +264 +69%
Nisa Investment Advisors
3000
Nisa Investment Advisors
Missouri
$108K -$325K -1,825 -0.3%

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.