We are live on ! Find out more
DIS icon

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
IGGA
601
Iron Gate Global Advisors
Utah
$14.8M +$738K +4,141 +5%
WC
602
Woodstock Corp
Massachusetts
$14.7M -$151K -847 -1%
GCA
603
Greenwood Capital Associates
South Carolina
$14.7M +$51.3K +288 +0.3%
EARNEST Partners
604
EARNEST Partners
Georgia
$14.7M -$985K -5,526 -6%
V
605
Veritable
Delaware
$14.7M -$22.6K -127 -0.1%
KFS
606
Kurt F. Somerville
$14.6M -$8.73K -49 -0.1%
SAM
607
Stewart Asset Management
New York
$14.6M -$7.31K -41 -0%
MIM
608
Manitou Investment Management
Ontario, Canada
$14.5M +$311K +1,745 +2%
WAM
609
Weatherly Asset Management
California
$14.5M +$611K +3,429 +4%
GHA
610
GW Henssler & Associates
Georgia
$14.4M -$336K -1,885 -2%
BCV
611
Banque Cantonale Vaudoise
Switzerland
$14.3M +$2.87M +16,104 +23%
MRCM
612
M&R Capital Management
New Jersey
$14.3M -$86.3K -484 -0.6%
LRPA
613
L. Roy Papp & Associates
Arizona
$14.3M +$247K +1,384 +2%
CA
614
CapWealth Advisors
Tennessee
$14.2M +$139K +779 +0.9%
AWM
615
Arbor Wealth Management
Florida
$14.2M +$1.67M +9,346 +13%
RC
616
Roundview Capital
New Jersey
$14.2M +$301K +1,689 +2%
IA
617
IFP Advisors
Florida
$14.1M +$253K +1,419 +2%
BCP
618
Blue Chip Partners
Michigan
$14.1M +$445K +2,494 +3%
MIAN
619
Mariner Independent Advisor Network
Kansas
$14M +$2.41M +13,511 +20%
LKIM
620
Lawson Kroeker Investment Management
Nebraska
$14M -$306K -1,714 -2%
VCAM
621
Van Cleef Asset Management
Ohio
$14M -$20K -112 -0.1%
GG
622
Greenwood Gearhart
Arkansas
$13.9M +$663K +3,721 +5%
PAM
623
Peak Asset Management
Colorado
$13.9M +$126K +708 +0.9%
EOJOAM
624
E. Ohman J:or Asset Management
Sweden
$13.9M +$588K +3,300 +4%
WF
625
Welch & Forbes
Massachusetts
$13.9M +$686K +3,851 +5%

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.