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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
MAM
3026
Marquette Asset Management
Minnesota
$61K
RTC
3027
Riverview Trust Company
Washington
$60K
SAM
3028
Strategic Asset Management
Minnesota
$57K +$56.7K +318 New
BIA
3029
Bell Investment Advisors
California
$57K +$60.1K +337 New
TCM
3030
TD Capital Management
Tennessee
$52K
CIM
3031
Contravisory Investment Management
Massachusetts
$51K
IFA
3032
Interactive Financial Advisors
Illinois
$51K
TCM
3033
Tanaka Capital Management
New York
$48K
AJ
3034
Ashburton (Jersey)
Jersey
$46K
CWAF
3035
Core Wealth Advisors (Florida)
Florida
$46K
HWM
3036
Holloway Wealth Management
Florida
$44K
DWA
3037
Dougherty Wealth Advisers
Minnesota
$43K
FEG
3038
Financial Enhancement Group
Indiana
$41K +$713 +4 +2%
WLPWM
3039
Walled Lake Planning & Wealth Management
Illinois
$40K
SGAM
3040
Smith Group Asset Management
Texas
$37K
IHWM
3041
Iron Horse Wealth Management
Iowa
$36K
RG
3042
Retirement Group
California
$35K -$2.5K -14 -6%
WIA
3043
Wealthstreet Investment Advisors
Texas
$34K -$21.4K -120 -38%
OIS
3044
Okabena Investment Services
Minnesota
$34K
PCC
3045
Park Circle Company
Maryland
$34K
JWBC
3046
John W. Brooker & Co
California
$34K +$1.25K +7 +4%
TAIM
3047
TD Ameritrade Investment Management
Nebraska
$31K -$9.8K -55 -18%
IWP
3048
IAG Wealth Partners
Wisconsin
$30K
JMF
3049
Johnson Midwest Financial
Iowa
$29K
MIM
3050
Macroview Investment Management
Maryland
$28K

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.