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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
BP
3176
BCK Partners
New York
-$207K -1,177 Closed
FSA
3177
Financial Sense Advisors
California
-$207K -1,176 Closed
SPA
3178
Sentinel Pension Advisors
Massachusetts
-$204K -1,162 Closed
CFG
3179
Compton Financial Group
Maryland
-$204K -1,158 Closed
VCG
3180
Vantage Consulting Group
Virginia
-$204K -1,158 Closed
MS
3181
Marshall & Sullivan
Washington
-$202K -1,152 Closed
HCM
3182
Hudson Capital Management
New Jersey
-$202K -1,151 Closed
WCM
3183
Wealthcare Capital Management
Virginia
-$202K -1,148 Closed
HHRDM
3184
H&H Retirement Design & Management
Nevada
-$203K -1,147 Closed
PCWA
3185
Pacific Capital Wealth Advisors
California
-$201K -1,143 Closed
SPAS
3186
Spectrum Planning & Advisory Services
California
-$201K -1,142 Closed
HBWM
3187
Hollow Brook Wealth Management
New York
-$200K -1,139 Closed
NEPPG
3188
New England Professional Planning Group
Rhode Island
-$200K -1,128 Closed
KFP
3189
KB Financial Partners
New Jersey
-$186K -1,059 Closed
GAM
3190
GVO Asset Management
Switzerland
-$144K -821 Closed
BBL
3191
Beck Bode LLC
Massachusetts
-$136K -777 Closed
TI
3192
tru Independence
Oregon
-$97K -552 Closed
BFA
3193
Brendel Financial Advisors
New Hampshire
-$82K -466 Closed
NWM
3194
Navigation Wealth Management
Colorado
-$39K -222 Closed
PWS
3195
Paragon Wealth Strategies
Florida
-$39K -222 Closed
FWM
3196
FFT Wealth Management
Pennsylvania
-$37K -212 Closed
FI
3197
Financial Insights
Washington
-$369K -210 Closed
FPW
3198
Flagship Private Wealth
Massachusetts
-$28.4K -164 Closed
AIA
3199
Arcadia Investment Advisors
Idaho
-$2.64K -15 Closed
AS
3200
Altshuler Shaham
Israel
-$2K -9 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.