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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
HCM
3076
Horrell Capital Management
Arkansas
$8K
RCM
3077
Regency Capital Management
Hawaii
$7K
SSC
3078
Syverson Strege & Co
Iowa
$6K +$4.46K +25 +313%
OAJ
3079
Ogorek Anthony Joseph
New York
$6K +$6.59K +37 New
TG
3080
TCW Group
California
$5.55K -$3.16M -17,744 -35%
LIM
3081
Longfellow Investment Management
Massachusetts
$5K
EAM
3082
Eukles Asset Management
Ohio
$4K -$85.2K -478 -96%
CAM
3083
ClariVest Asset Management
California
$4K
LIA
3084
LBMC Investment Advisors
Tennessee
$2.02K -$1.94M -10,858 -92%
DWA
3085
Delos Wealth Advisors
Texas
$2K +$891 +5 +125%
VCWA
3086
Vanguard Capital Wealth Advisors
Colorado
$1.11K +$455K +2,550 +63%
FWM
3087
Filbrandt Wealth Management
Wisconsin
$1K -$22.8K -128 -96%
DCM
3088
Davidson Capital Management
Texas
$1K
FCAS
3089
First Command Advisory Services
Texas
$1K +$535 +3 New
CPWM
3090
Cypress Point Wealth Management
Texas
$1K +$1.07K +6 New
Walleye Capital
3091
Walleye Capital
New York
$200 +$211K +1,181 New
Renaissance Technologies
3092
Renaissance Technologies
New York
-$311M -1,768,027 Closed
Artisan Partners
3093
Artisan Partners
Wisconsin
-$39.5M -224,461 Closed
SAM
3094
Scopus Asset Management
New York
-$35.2M -200,000 Closed
SCM
3095
Smead Capital Management
Arizona
-$33.7M -191,747 Closed
RCP
3096
RIT Capital Partners
United Kingdom
-$29.7M -169,000 Closed
Point72 Asset Management
3097
Point72 Asset Management
Connecticut
-$22.6M -128,842 Closed
B
3098
BP
United Kingdom
-$18.4M -104,815 Closed
HCM
3099
Hilton Capital Management
New York
-$18.1M -102,926 Closed
MGM
3100
Miura Global Management
New York
-$17.6M -100,000 Closed

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.