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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
SCA
676
Stonebridge Capital Advisors
Minnesota
$12.2M -$12.1M -67,845 -48%
Capital Fund Management (CFM)
677
Capital Fund Management (CFM)
France
$12.2M +$10.2M +57,312 +389%
EDRH
678
Edmond de Rothschild Holding
Switzerland
$12.1M +$1.35M +7,570 +12%
NCM
679
Narwhal Capital Management
Georgia
$12M +$269K +1,507 +2%
KCM
680
Kanawha Capital Management
Virginia
$12M +$109K +611 +0.9%
MIM
681
Marco Investment Management
Georgia
$12M +$69.9K +392 +0.6%
TRCT
682
Tower Research Capital (TRC)
New York
$11.9M -$4.26M -23,903 -25%
WCMN
683
Westchester Capital Management (Nebraska)
Nebraska
$11.9M -$74.9K -420 -0.6%
HCM
684
Heathbridge Capital Management
Ontario, Canada
$11.9M -$307K -1,725 -2%
MC
685
Moors & Cabot
Massachusetts
$11.9M +$11.1K +62 +0.1%
HHMI
686
Howard Hughes Medical Institute
Maryland
$11.8M
AC
687
AMS Capital
Brazil
$11.8M +$12.5M +70,000 New
B
688
Brightworth
Georgia
$11.8M +$443K +2,485 +4%
HPC
689
HM Payson & Co
Maine
$11.8M +$151K +846 +1%
LOPW
690
Live Oak Private Wealth
North Carolina
$11.7M +$425K +2,383 +4%
PCM
691
Parsons Capital Management
Rhode Island
$11.7M -$723K -4,057 -6%
MA
692
Montag & Associates
Georgia
$11.6M +$118K +663 +1%
FFBTD
693
First Financial Bank - Trust Division
Ohio
$11.5M +$17.6K +99 +0.1%
WCF
694
West Coast Financial
California
$11.5M +$255K +1,432 +2%
CRB
695
Chad R. Baker
$11.4M
GP
696
Girard Partners
Pennsylvania
$11.4M -$296K -1,662 -2%
SBCM
697
Schwerin Boyle Capital Management
Massachusetts
$11.4M -$35.6K -200 -0.3%
FNFDCM
698
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$11.4M +$297K +1,664 +3%
AAM
699
Advisors Asset Management
Colorado
$11.3M +$600K +3,365 +5%
CIA
700
Covington Investment Advisors
Pennsylvania
$11.3M +$30.3K +170 +0.3%

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.