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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
MNBTD
426
Moody National Bank Trust Division
Texas
$24.8M -$58.1K -326 -0.2%
AII
427
AGF Investments Inc
Ontario, Canada
$24.5M +$905K +5,075 +4%
TAM
428
Trillium Asset Management
Massachusetts
$24.3M +$13.5M +75,922 +112%
AWA
429
Arete Wealth Advisors
Illinois
$24M +$22.3M +125,196 +742%
ABC
430
Associated Banc-Corp
Wisconsin
$24M -$397K -2,228 -2%
RC
431
RegentAtlantic Capital
New Jersey
$24M +$937K +5,257 +4%
LSA
432
Leonteq Securities AG
Switzerland
$23.9M +$2.84M +15,914 +13%
TNB
433
Thomasville National Bank
Georgia
$23.9M +$352K +1,976 +1%
MSRPS
434
Maryland State Retirement & Pension System
Maryland
$23.9M +$123K +689 +0.5%
RJT
435
Raymond James Trust
Florida
$23.9M +$220K +1,232 +0.9%
ACA
436
Anchor Capital Advisors
Massachusetts
$23.6M +$1.23M +6,916 +5%
Millennium Management
437
Millennium Management
New York
$23.6M +$14.4M +80,650 +137%
ANI
438
American National Insurance
Texas
$23.4M -$22.3K -125 -0.1%
Mercer Global Advisors
439
Mercer Global Advisors
Colorado
$23.3M +$868K +4,868 +4%
SAM
440
Silvercrest Asset Management
New York
$23.2M -$1.9M -10,667 -7%
JCM
441
Junto Capital Management
New York
$23.1M +$24.3M +136,472 New
TF
442
TIAA FSB
Florida
$23M -$7.88M -44,184 -24%
UH
443
Unigestion Holding
Switzerland
$23M -$39.3M -220,387 -62%
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$22.9M +$1.96M +11,006 +9%
SF
445
Synovus Financial
Georgia
$22.9M +$3.91M +21,946 +19%
DKCM
446
Davidson Kempner Capital Management
New York
$22.8M -$2.67M -15,000 -10%
SWM
447
Spire Wealth Management
Virginia
$22.7M +$1.05M +5,863 +5%
Walleye Trading
448
Walleye Trading
New York
$22.7M +$14.5M +81,252 +153%
TBA
449
Tower Bridge Advisors
Pennsylvania
$22.6M +$88.6K +497 +0.4%
LIP
450
Liontrust Investment Partners
United Kingdom
$22.5M +$23.7M +133,000 New

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.