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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
SFM
401
Stack Financial Management
Montana
$27.9M -$10.1M -56,750 -26%
SAM
402
Stansberry Asset Management
Texas
$27.7M -$89.5K -502 -0.3%
IAM
403
Infusive Asset Management
New York
$27.6M +$493K +2,765 +2%
Cetera Investment Advisers
404
Cetera Investment Advisers
Illinois
$27.4M +$803K +4,504 +3%
CA
405
Cullinan Associates
Kentucky
$27.1M +$5.04M +28,276 +21%
OC
406
Oppenheimer & Co
New York
$27M +$1.22M +6,865 +4%
FLPIM
407
F.L. Putnam Investment Management
Massachusetts
$27M +$301K +1,690 +1%
PA
408
Pinnacle Associates
New York
$26.5M +$729K +4,089 +3%
MPMG
409
Minneapolis Portfolio Management Group
Minnesota
$26.5M -$904K -5,073 -3%
HTHT
410
Hemenway Trust Hemenway Trust
New Hampshire
$26.5M +$537K +3,010 +2%
BF
411
BOK Financial
Oklahoma
$26.5M +$27.9M +156,352 New
NFT
412
Nan Fung Trinity
Hong Kong
$26.3M
RC
413
RBO & Co
California
$26.2M -$120K -674 -0.4%
GD
414
Grandfield & Dodd
New York
$25.9M +$243K +1,366 +0.9%
SSB
415
Sandy Spring Bank
Maryland
$25.9M -$74.5K -418 -0.3%
DIA
416
Dana Investment Advisors
Wisconsin
$25.9M +$23.8M +133,485 +675%
GKWIM
417
Gerber Kawasaki Wealth & Investment Management
California
$25.9M +$102K +574 +0.4%
SAM
418
Securian Asset Management
Minnesota
$25.6M -$290K -1,626 -1%
MAM
419
Mark Asset Management
New York
$25.5M -$1.83M -10,250 -6%
CAM
420
Congress Asset Management
Massachusetts
$25.5M +$3.17M +17,804 +13%
CG
421
Colony Group
Massachusetts
$25.5M -$205K -1,149 -0.8%
FLII
422
First Long Island Investors
New York
$25.5M +$350K +1,966 +1%
KIP
423
Kayak Investment Partners
California
$25.4M -$21.4M -120,100 -44%
TAF
424
Tredje AP-fonden
Sweden
$25.4M +$26.7M +150,000 New
ISL
425
Ingalls & Snyder LLC
New York
$24.8M -$445K -2,499 -2%

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.