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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
SW
301
SVB Wealth
Massachusetts
$44.2M -$132K -739 -0.3%
PIM
302
Provident Investment Management
Michigan
$43.9M +$362K +2,032 +0.8%
KAS
303
Kestra Advisory Services
Texas
$43.8M -$1.88M -10,555 -4%
ICG
304
InterOcean Capital Group
Tennessee
$43.5M +$4.74M +26,598 +12%
PF
305
Phoenix Financial
Israel
$43.4M +$2.87M +16,101 +7%
FCI
306
Financial Counselors Inc
Kansas
$43.4M +$1.32M +7,412 +3%
Flossbach Von Storch
307
Flossbach Von Storch
Germany
$43.3M +$3.61M +20,270 +9%
T2I
308
Turim 21 Investimentos
Brazil
$43.1M +$8.49M +47,617 +23%
Vontobel Holding
309
Vontobel Holding
Switzerland
$43.1M +$10.7M +60,163 +31%
CCMG
310
Clark Capital Management Group
Pennsylvania
$42.9M +$1.45M +8,120 +3%
HIMC
311
Heritage Investors Management Corp
Maryland
$42.5M +$395K +2,215 +0.9%
DWM
312
Destination Wealth Management
California
$42.3M +$205K +1,149 +0.5%
GPCM
313
Greenbrier Partners Capital Management
Texas
$42.3M
DAM
314
Delta Asset Management
Tennessee
$42.2M -$68.4K -384 -0.2%
BCM
315
Becker Capital Management
Oregon
$42.1M +$395K +2,217 +0.9%
PGFC
316
Peapack-Gladstone Financial Corp
New Jersey
$41.9M +$1.39M +7,776 +3%
LCAM
317
London & Capital Asset Management
United Kingdom
$41.8M +$3.65M +20,451 +9%
ZCA
318
Zeke Capital Advisors
Pennsylvania
$41.7M +$39.4K +221 +0.1%
FCP
319
Fosse Capital Partners
United Kingdom
$41.6M
SFM
320
Soros Fund Management
New York
$41.4M -$20.5M -115,095 -32%
TCG
321
Tremblant Capital Group
Florida
$41.1M -$23.1M -129,634 -35%
II
322
IFM Investors
Australia
$41M +$446K +2,502 +1%
FPCG
323
Fort Pitt Capital Group
Pennsylvania
$40.9M +$1.84M +10,333 +4%
LCM
324
Laurion Capital Management
New York
$40.9M +$38.7M +217,204 +876%
MOACM
325
Mutual of America Capital Management
New York
$40.3M +$236K +1,322 +0.6%

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.