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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
DWT
651
Dorsey & Whitney Trust
South Dakota
$13M -$80.6K -452 -0.6%
TIP
652
Torray Investment Partners
Maryland
$13M +$17.8K +100 +0.1%
PTC
653
Philadelphia Trust Company
Pennsylvania
$13M -$446K -2,502 -3%
HAG
654
HighPoint Advisor Group
Illinois
$12.9M +$781K +4,383 +6%
LBC
655
Lowe Brockenbrough & Co
Virginia
$12.9M +$341K +1,915 +3%
PCM
656
Palisade Capital Management
New Jersey
$12.9M -$300K -1,682 -2%
AP
657
Appleton Partners
Massachusetts
$12.8M +$317K +1,780 +2%
TMAM
658
Tokio Marine Asset Management
Japan
$12.7M +$378K +2,118 +3%
PCM
659
Pentwater Capital Management
Florida
$12.7M -$7.75M -43,500 -37%
UOC
660
UBS O'Connor
Illinois
$12.7M -$891K -5,000 -6%
Alyeska Investment Group
661
Alyeska Investment Group
Illinois
$12.7M +$13.4M +75,000 New
Bessemer Group
662
Bessemer Group
New Jersey
$12.6M +$83.1K +466 +0.6%
HT
663
HAP Trading
New York
$12.6M -$2.9M -16,270 -18%
PI
664
PEAK6 Investments
Illinois
$12.6M +$2.25M +12,603 +20%
PWM
665
Perigon Wealth Management
California
$12.5M -$595K -3,339 -4%
AQR Capital Management
666
AQR Capital Management
Connecticut
$12.5M -$43.7M -245,014 -77%
AUB
667
Atlantic Union Bankshares
Virginia
$12.5M +$180K +1,009 +1%
MCM
668
Murphy Capital Management
New Jersey
$12.4M -$129K -723 -1%
DWM
669
Doyle Wealth Management
Florida
$12.4M +$118K +663 +0.9%
SAM
670
Sawgrass Asset Management
Florida
$12.4M +$3.01M +16,883 +30%
DA
671
Dillon & Associates
Michigan
$12.4M +$23.2K +130 +0.2%
ECM
672
Evergreen Capital Management
Washington
$12.4M +$1.1M +6,161 +9%
BFA
673
Beaumont Financial Advisors
Massachusetts
$12.3M +$261K +1,464 +2%
WSTAM
674
Wilbanks Smith & Thomas Asset Management
Virginia
$12.3M +$352K +1,973 +3%
AFG
675
Albion Financial Group
Utah
$12.2M -$112K -626 -0.9%

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.