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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
B
576
Bailard
California
$15.8M +$203K +1,137 +1%
AIM
577
Achmea Investment Management
Netherlands
$15.8M -$1.56M -8,745 -9%
SCA
578
Snowden Capital Advisors
New York
$15.7M +$1.12M +6,311 +7%
GGHC
579
Gilder Gagnon Howe & Co
New York
$15.7M +$301K +1,689 +2%
FCMC
580
Founders Capital Management (Connecticut)
Connecticut
$15.7M -$125K -699 -0.7%
NCM
581
Noesis Capital Mangement
Florida
$15.6M +$287K +1,608 +2%
TTWM
582
TCV Trust & Wealth Management
Virginia
$15.6M +$82.2K +461 +0.5%
SCA
583
Stillwater Capital Advisors
Pennsylvania
$15.5M -$122K -685 -0.7%
VAM
584
Velanne Asset Management
United Kingdom
$15.5M -$8.47M -47,541 -34%
GAI
585
General American Investors
New York
$15.5M
CCM
586
Covington Capital Management
California
$15.2M -$9.09K -51 -0.1%
CIA
587
CCM Investment Advisers
South Carolina
$15.2M -$891 -5 -0%
GIM
588
Grassi Investment Management
California
$15.1M +$174K +975 +1%
PI
589
PineBridge Investments
New York
$15M -$2.05M -11,511 -11%
CA
590
Callahan Advisors
Texas
$15M -$1.12M -6,258 -7%
LCM
591
LVM Capital Management
Michigan
$15M -$44.7K -251 -0.3%
HGM
592
Highside Global Management
Texas
$15M +$3.87M +21,700 +32%
ASN
593
Advisory Services Network
Georgia
$15M -$679K -3,811 -4%
BDWCC
594
B&D White Capital Company
Texas
$14.9M +$15.4M +86,445 +4,940%
BTW
595
Boston Trust Walden
Massachusetts
$14.8M -$26.7M -149,539 -63%
PAM
596
Private Asset Management
California
$14.8M -$50.6K -284 -0.3%
Jones Financial Companies
597
Jones Financial Companies
Missouri
$14.8M -$36.7K -206 -0.2%
TC
598
TownSquare Capital
Utah
$14.8M +$2.08M +11,655 +15%
FHA
599
First Horizon Advisors
Tennessee
$14.8M +$4.23M +23,757 +37%
AAM
600
Autus Asset Management
Arizona
$14.8M +$404K +2,265 +3%

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.