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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
DJSG
476
D.J. St. Germain
Massachusetts
$20.8M -$87K -488 -0.4%
PWP
477
Private Wealth Partners
California
$20.8M +$3.38M +18,950 +18%
CC
478
Cornerstone Capital
California
$20.8M +$39.9K +224 +0.2%
BFIM
479
Beese Fulmer Investment Management
Ohio
$20.8M +$83.6K +469 +0.4%
ICP
480
Ironvine Capital Partners
Nebraska
$20.7M +$50.3K +282 +0.2%
GJIC
481
Gamble Jones Investment Counsel
California
$20.7M -$196K -1,101 -0.9%
BPCE
482
Bank Pictet & Cie (Europe)
Germany
$20.6M -$101K -567 -0.5%
JG
483
Jefferies Group
New York
$20.3M +$17.6M +98,634 +460%
PSUF
484
People's United Financial
Connecticut
$20.1M -$2.05M -11,488 -9%
CCM
485
Chilton Capital Management
Texas
$20.1M +$170K +951 +0.8%
NMERB
486
New Mexico Educational Retirement Board
New Mexico
$20.1M -$392K -2,200 -2%
Twin Tree Management
487
Twin Tree Management
Texas
$20.1M +$15.9M +89,301 +303%
YIA
488
YHB Investment Advisors
Connecticut
$20M +$118K +660 +0.6%
WCA
489
Waratah Capital Advisors
Ontario, Canada
$20M +$8.79M +49,294 +71%
BMSSC
490
B. Metzler seel. Sohn & Co
Germany
$20M -$6.92M -38,810 -25%
NRS
491
Neville Rodie & Shaw
New York
$20M -$320K -1,793 -1%
ECM
492
ExodusPoint Capital Management
New York
$20M +$9.61M +53,914 +84%
WAS
493
Wesleyan Assurance Society
United Kingdom
$19.9M +$2.03M +11,400 +11%
TH
494
TCTC Holdings
Texas
$19.9M -$336K -1,887 -2%
EAM
495
Erste Asset Management
Austria
$19.8M +$1.47M +8,248 +8%
RCW
496
Rheos Capital Works
Japan
$19.7M -$24M -134,600 -54%
MJRIC
497
Mogy Joel R Investment Counsel
California
$19.6M +$355K +1,990 +2%
IC
498
IEQ Capital
California
$19.6M +$1.08M +6,083 +6%
AIMCA
499
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$19.5M -$12.8M -71,900 -38%
PFM
500
Parsec Financial Management
North Carolina
$19.5M -$201K -1,126 -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.