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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
CWP
3001
Concord Wealth Partners
Virginia
$107K -$228K -1,279 -67%
PCM
3002
Penserra Capital Management
California
$107K +$83.4K +468 +275%
DI
3003
Disciplined Investments
Oklahoma
$104K
LWA
3004
Lowe Wealth Advisors
Maryland
$104K
SL
3005
Savior LLC
Massachusetts
$102K -$106K -592 -49%
HFM
3006
Harvest Fund Management
China
$102K +$34.8K +195 +48%
PP
3007
Pacifica Partners
Canada
$101K +$10.7K +60 +12%
KIG
3008
Kessler Investment Group
Indiana
$97K
DRS
3009
Deane Retirement Strategies
Louisiana
$91K
AIL
3010
AGF Investments LLC
Ontario, Canada
$90K -$9.27K -52 -9%
EPM
3011
Equitec Proprietary Markets
Illinois
$85K
LWP
3012
Laurel Wealth Planning
Minnesota
$85K
FMP
3013
Financial Management Professionals
Texas
$81K -$79.7K -447 -48%
EC
3014
Estate Counselors
Wisconsin
$80K
GSAM
3015
Grant Street Asset Management
Pennsylvania
$80K +$84.3K +473 New
SFO
3016
Standard Family Office
South Dakota
$77K -$860K -4,825 -91%
BAM
3017
Baldrige Asset Management
Pennsylvania
$75K -$9.98K -56 -11%
LAS
3018
Lloyd Advisory Services
Georgia
$75K +$36.7K +206 +86%
BHWM
3019
Bay Harbor Wealth Management
Maryland
$72K +$76.3K +428 New
BEI
3020
Benjamin Edwards Inc
Missouri
$69K -$425K -2,385 -85%
IPW
3021
IronBridge Private Wealth
Texas
$67K
HIM
3022
Hillsdale Investment Management
Ontario, Canada
$66K
RA
3023
Resolute Advisors
California
$65K
ST
3024
Sageworth Trust
Pennsylvania
$65K
CFO
3025
CVA Family Office
Colorado
$61K -$129K -723 -60%

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.