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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
CA
501
Cornerstone Advisors
North Carolina
$19.5M
BG
502
Bahl & Gaynor
Ohio
$19.3M -$615K -3,452 -3%
SPC
503
Sigma Planning Corp
Michigan
$19.2M +$1.18M +6,603 +6%
BRWA
504
B. Riley Wealth Advisors
Florida
$19.1M +$49.6K +278 +0.2%
LSERS
505
Louisiana State Employees Retirement System
Louisiana
$19.1M -$35.6K -200 -0.2%
SH
506
SeaTown Holdings
Singapore
$19.1M +$12.5M +70,000 +163%
VIM
507
Vancity Investment Management
British Columbia, Canada
$19.1M +$1.74M +9,747 +9%
SSWM
508
Smith Salley Wealth Management
North Carolina
$19.1M +$185K +1,040 +0.9%
BU
509
BBVA USA
Alabama
$19M -$606K -3,400 -3%
JAM
510
Jupiter Asset Management
United Kingdom
$19M -$5.77M -32,355 -22%
KPCM
511
Kings Point Capital Management
New York
$18.9M +$799K +4,483 +4%
HFS
512
Hantz Financial Services
Michigan
$18.8M +$1.54M +8,620 +8%
BG
513
Bollard Group
Massachusetts
$18.7M +$14.9M +83,549 +309%
SCA
514
Spearhead Capital Advisors
Florida
$18.7M +$4.56M +25,592 +30%
BVDMP
515
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$18.7M -$1.07M -6,000 -4%
GC
516
Guggenheim Capital
Illinois
$18.7M -$4.59M -25,744 -19%
X
517
Xponance
Pennsylvania
$18.7M -$8.15M -45,717 -29%
SPIA
518
Steward Partners Investment Advisory
New York
$18.6M -$1.38M -7,748 -7%
CTI
519
Community Trust & Investment
Kentucky
$18.5M +$835K +4,685 +4%
TIM
520
Triodos Investment Management
Netherlands
$18.4M
FFIC
521
First Fiduciary Investment Counsel
Ohio
$18.4M +$135K +755 +0.7%
BB
522
Busey Bank
Illinois
$18.3M +$2.29M +12,833 +13%
ACM
523
Azimuth Capital Management
Michigan
$18.3M -$75.8K -425 -0.4%
SWP
524
Stratos Wealth Partners
Ohio
$18.2M +$77.5K +435 +0.4%
PAI
525
Pittenger & Anderson Inc
Nebraska
$18.2M +$1.29M +7,237 +7%

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.