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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
WSFS
626
Wilmington Savings Fund Society
Delaware
$13.9M +$44.9K +252 +0.3%
KPWS
627
Kestra Private Wealth Services
Texas
$13.8M +$1.04M +5,820 +8%
CWM
628
Cabot Wealth Management
Massachusetts
$13.8M -$40.8K -229 -0.3%
AAS
629
Avantax Advisory Services
Texas
$13.7M +$752K +4,217 +5%
ERIM
630
Eagle Ridge Investment Management
Connecticut
$13.7M +$143K +804 +1%
PGIM
631
Pacific Global Investment Management
California
$13.7M +$163K +912 +1%
CAM
632
Cresset Asset Management
Illinois
$13.7M +$853K +4,785 +6%
PAIM
633
Punch & Associates Investment Management
Minnesota
$13.6M +$43.7K +245 +0.3%
WTB
634
Washington Trust Bank
Washington
$13.6M +$788K +4,423 +6%
RA
635
RiverPark Advisors
New York
$13.5M +$473K +2,656 +3%
CAM
636
Carret Asset Management
New York
$13.4M -$237K -1,332 -2%
JWBC
637
J.W. Burns & Co
New York
$13.3M +$324K +1,818 +2%
BAM
638
Berkshire Asset Management
Pennsylvania
$13.3M +$100K +563 +0.7%
EWM
639
Edge Wealth Management
New York
$13.3M +$370K +2,075 +3%
BBA
640
BLB&B Advisors
Pennsylvania
$13.3M +$1.2M +6,748 +9%
PAM
641
Panagora Asset Management
Massachusetts
$13.2M -$53.2M -298,728 -79%
MYAM
642
Meiji Yasuda Asset Management
Japan
$13.2M -$20.8M -116,484 -60%
BBI
643
Baxter Bros Inc
Connecticut
$13.2M -$160K -900 -1%
BAM
644
Blueshift Asset Management
New Jersey
$13.2M -$7.98M -44,758 -36%
FNBOO
645
First National Bank of Omaha
Nebraska
$13.2M -$383K -2,149 -3%
MLIC
646
Mandatum Life Insurance Company
Finland
$13.2M +$222K +1,248 +2%
CCP
647
Clarkston Capital Partners
Michigan
$13.2M +$378K +2,120 +3%
AP
648
Advisor Partners
California
$13.1M -$234K -1,314 -2%
SGK
649
Steigerwald Gordon & Koch
Virginia
$13.1M +$376K +2,107 +3%
SBIA
650
Sheaff Brock Investment Advisors
Indiana
$13M +$201K +1,125 +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.