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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
DP
526
Dundas Partners
United Kingdom
$18.2M
LIA
527
LS Investment Advisors
Michigan
$18.2M -$326K -1,831 -2%
IAA
528
Independent Advisor Alliance
North Carolina
$18.1M -$904K -5,070 -5%
RAM
529
Rempart Asset Management
Canada
$18M +$58.8K +330 +0.3%
KRS
530
Kentucky Retirement Systems
Kentucky
$18M +$122K +683 +0.6%
CTA
531
Colonial Trust Advisors
South Carolina
$18M -$155K -871 -0.8%
KCM
532
Kingdon Capital Management
New York
$17.9M +$1.78M +10,000 +10%
ADEF
533
Adams Diversified Equity Fund
Maryland
$17.9M -$10.5M -58,900 -36%
ZIM
534
Zacks Investment Management
Illinois
$17.8M +$326K +1,827 +2%
Bank Julius Baer & Co
535
Bank Julius Baer & Co
Switzerland
$17.7M +$55.4K +311 +0.3%
CA
536
CSM Advisors
Pennsylvania
$17.6M -$255K -1,430 -1%
CGH
537
Crossmark Global Holdings
Texas
$17.6M -$608K -3,411 -3%
BCAM
538
Boston Common Asset Management
Massachusetts
$17.6M -$713 -4 -0%
H
539
Hexavest
Quebec, Canada
$17.6M -$3.27M -18,368 -15%
HWA
540
Heritage Wealth Advisors
Virginia
$17.6M +$554K +3,106 +3%
AI
541
Atria Investments
North Carolina
$17.5M +$1.23M +6,876 +7%
FAB
542
First American Bank
Illinois
$17.5M +$131K +736 +0.7%
BWFA
543
Baltimore-Washington Financial Advisors
Maryland
$17.4M +$263K +1,475 +1%
BFA
544
Bragg Financial Advisors
North Carolina
$17.3M +$356K +1,999 +2%
Wealthfront Advisers
545
Wealthfront Advisers
California
$17.2M +$2.76M +15,501 +18%
GCGDR
546
Geo Capital Gestora de Recursos
Brazil
$17.2M +$1.4M +7,862 +8%
AP
547
Archon Partners
New Jersey
$17.2M
CAMG
548
CWA Asset Management Group
Florida
$17.1M +$555K +3,111 +3%
DY
549
Dowling & Yahnke
California
$17M +$64.9K +364 +0.4%
GFA
550
Gifford Fong Associates
California
$16.9M

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.