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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
FBA
451
Front Barnett Associates
Illinois
$22.4M -$520K -2,920 -2%
MSR
452
Main Street Research
Connecticut
$22.4M +$1.29M +7,213 +6%
SI
453
Stephens Inc
Arkansas
$22.4M -$1.75M -9,816 -7%
BCM
454
BTR Capital Management
California
$22.3M -$365K -2,046 -2%
TGCMU
455
Titan Global Capital Management USA
New York
$22.2M +$2.79M +15,625 +14%
HW
456
Hancock Whitney
Mississippi
$22.2M -$42.4K -238 -0.2%
CA
457
Cetera Advisors
Colorado
$22M +$4.74M +26,565 +26%
LDB
458
Lee, Danner & Bass
Tennessee
$22M -$378K -2,120 -2%
ABTD
459
Arvest Bank Trust Division
Oklahoma
$21.9M -$566K -3,174 -2%
Wolverine Trading
460
Wolverine Trading
Illinois
$21.9M +$7.95M +44,621 +54%
FSA
461
Franklin Street Advisors
North Carolina
$21.8M +$1.04M +5,862 +5%
BPA
462
Beacon Pointe Advisors
California
$21.8M +$7.38M +41,382 +47%
BIAS
463
Beacon Investment Advisory Services
New Jersey
$21.7M -$386K -2,167 -2%
PFPT
464
Pinnacle Financial Partners (Tennessee)
Tennessee
$21.5M +$13.2M +74,032 +139%
ACP
465
Ashfield Capital Partners
California
$21.5M -$146K -819 -0.6%
CCA
466
Cobblestone Capital Advisors
New York
$21.5M +$110K +618 +0.5%
EMPI
467
Elo Mutual Pension Insurance
Finland
$21.4M -$116K -649 -0.5%
NC
468
NZS Capital
Colorado
$21.4M +$1.84M +10,337 +9%
SBWIC
469
Schaper Benz & Wise Investment Counsel
Wisconsin
$21.4M +$121K +680 +0.5%
MIS
470
Morningstar Investment Services
Illinois
$21.3M +$412K +2,312 +2%
TCOV
471
Trust Company of Vermont
Vermont
$21.3M -$15.5K -87 -0.1%
CAM
472
Cidel Asset Management
Ontario, Canada
$21.1M +$477K +2,677 +2%
DCM
473
Dupont Capital Management
Delaware
$21.1M -$8.06M -45,194 -27%
FG
474
Fiduciary Group
Georgia
$21M -$178K -1,000 -0.8%
MNG
475
Manning & Napier Group
New York
$20.9M +$213K +1,193 +1%

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.