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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
Charles Schwab
26
Charles Schwab
California
$1.39B +$3.15M +17,669 +0.2%
UBS Group
27
UBS Group
Switzerland
$1.38B -$61.1M -342,680 -4%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.29B -$164M -921,370 -11%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$1.27B -$51.1M -286,742 -4%
EVM
30
Eaton Vance Management
Massachusetts
$1.22B +$31.6M +177,049 +2%
Swiss National Bank
31
Swiss National Bank
Switzerland
$1.22B -$38.8M -217,700 -3%
Ameriprise
32
Ameriprise
Minnesota
$1.15B +$96.5M +541,297 +9%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$1.12B +$307M +1,723,014 +40%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$1.1B -$37.7M -211,655 -3%
Amundi
35
Amundi
France
$1.06B +$62.5M +350,547 +6%
PPA
36
Parametric Portfolio Associates
Washington
$1.04B +$21M +118,036 +2%
Deutsche Bank
37
Deutsche Bank
Germany
$1.01B +$132M +738,610 +14%
Coatue Management
38
Coatue Management
New York
$990M -$3.2M -17,947 -0.3%
LT
39
Lindsell Train
United Kingdom
$929M -$17.8M -100,000 -2%
Barclays
40
Barclays
United Kingdom
$844M +$196M +1,100,405 +28%
AllianceBernstein
41
AllianceBernstein
Tennessee
$839M +$53.5M +299,901 +6%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$804M +$13.8M +77,145 +2%
SGA
43
Sustainable Growth Advisers
Connecticut
$760M +$134M +749,984 +20%
CS
44
Credit Suisse
Switzerland
$736M +$13.9M +77,833 +2%
MCMC
45
Matrix Capital Management Company
New Hampshire
$711M
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$706M -$17.1M -95,938 -2%
TP
47
Third Point
New York
$702M
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$701M -$2.17B -12,156,878 -75%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$689M -$4.14M -23,205 -0.6%
DZ Bank
50
DZ Bank
Germany
$687M +$456M +2,556,743 +170%

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.