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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
CAC
3051
Core Alternative Capital
Georgia
$28K +$29.6K +166 New
ARIS
3052
Advanced Research Investment Solutions
California
$27.6K
TC
3053
Trust Company
Kansas
$25K
GM
3054
GeoWealth Management
Illinois
$25K +$26.9K +151 New
RTL
3055
Red Tortoise LLC
Georgia
$25K +$47.8K +268 New
HFS
3056
HBC Financial Services
Washington
$24K
4FG
3057
4Thought Financial Group
New York
$21K
GIA
3058
Goodwin Investment Advisory
Georgia
$20K
HF
3059
Halpern Financial
Virginia
$19.6K
MWC
3060
MBM Wealth Consultants
Missouri
$19K
TLFA
3061
True Link Financial Advisors
California
$19K
YAL
3062
Your Advocates Ltd
Texas
$19K +$4.99K +28 +34%
AIM
3063
Arcadia Investment Management
Michigan
$18K -$1.43K -8 -7%
RBC
3064
Roble Belko & Company
Pennsylvania
$18K
SC
3065
Steph & Co
Wisconsin
$18K +$5.35K +30 +39%
RCC
3066
Red Cedar Capital
Nebraska
$17K +$1.78K +10 +11%
MG
3067
MilWealth Group
Wisconsin
$16.9K +$17.8K +100 New
LPWM
3068
Lake Point Wealth Management
Texas
$16K -$1.78K -10 -10%
IWA
3069
IBEX Wealth Advisors
New Jersey
$15K +$15.3K +86 New
BBHC
3070
Brown Brothers Harriman & Co
New York
$13.1K +$727K +4,079 +6%
BA
3071
Bellwether Advisors
Nebraska
$13K -$9.09K -51 -40%
CPFP
3072
Clear Perspectives Financial Planning
Ohio
$13K +$12.1K +68 +850%
NC
3073
NewSquare Capital
Pennsylvania
$12K
CT
3074
Clearstead Trust
Maine
$11K
CIR
3075
Clear Investment Research
Georgia
$8K

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.