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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
ACM
351
Argent Capital Management
Missouri
$35.7M -$179K -1,005 -0.5%
SMDAM
352
Sumitomo Mitsui DS Asset Management
Japan
$35.5M +$1.19M +6,677 +3%
BCI
353
Brinker Capital Investments
Pennsylvania
$35.5M -$713 -4 -0%
MCM
354
MAI Capital Management
Ohio
$34.5M +$11M +61,654 +43%
FMW
355
Farr Miller & Washington
District of Columbia
$34.3M -$197K -1,104 -0.5%
GT
356
Glenview Trust
Kentucky
$34.2M +$819K +4,593 +2%
GC
357
Giverny Capital
Quebec, Canada
$33.9M -$252K -1,415 -0.7%
IMPI
358
Ilmarinen Mutual Pension Insurance
Finland
$33.8M
PTC
359
Petrus Trust Company
Texas
$33.8M
HCMG
360
Howard Capital Management Group
California
$33.8M +$296K +1,660 +0.8%
BSA
361
Braun Stacey Associates
New York
$33.7M -$773K -4,336 -2%
TCM
362
Tran Capital Management
California
$33.7M +$1.39M +7,821 +4%
JLBC
363
J.L. Bainbridge & Co
Florida
$32.9M -$198K -1,113 -0.6%
TAM
364
Taurus Asset Management
New York
$32.3M +$482K +2,705 +1%
Nomura Holdings
365
Nomura Holdings
Japan
$32.3M +$22.8M +127,642 +228%
PWAG
366
Polaris Wealth Advisory Group
California
$32.3M +$31.3M +175,625 +2,960%
CTB
367
Country Trust Bank
Illinois
$32.2M -$6.67M -37,426 -16%
PP
368
Palladium Partners
Virginia
$31.8M +$9.98K +56 +0%
CSIC
369
Clifford Swan Investment Counsel
California
$31.7M +$87.5K +491 +0.3%
CIBC Asset Management
370
CIBC Asset Management
Ontario, Canada
$31.7M +$1.06M +5,935 +3%
BRIM
371
Broad Run Investment Management
Virginia
$31.6M -$540K -3,032 -2%
Los Angeles Capital Management
372
Los Angeles Capital Management
California
$31.5M -$15.8M -88,781 -32%
SAM
373
Shell Asset Management
Netherlands
$31.5M +$1.73M +9,685 +5%
RHI
374
Richmond Hill Investments
New York
$31.3M
BC
375
Blackhill Capital
New Jersey
$31.2M -$891K -5,000 -3%

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.