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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
PA
701
Proem Advisors
Texas
$11.3M +$1.25M +7,000 +12%
BFEC
702
Benjamin F. Edwards & Company
Missouri
$11.3M -$6.06K -34 -0.1%
FNT
703
First Nebraska Trust
Nebraska
$11.3M -$28.5K -160 -0.2%
EIA
704
Edgemoor Investment Advisors
Maryland
$11.3M -$3.32M -18,646 -22%
GWM
705
Geneos Wealth Management
Colorado
$11.3M +$727K +4,077 +7%
RSVP
706
Ramsay Stattman Vela & Price
Colorado
$11.2M +$29.2K +164 +0.2%
MGIA
707
Matthew Goff Investment Advisor
Texas
$11.2M +$34.8K +195 +0.3%
PL
708
Parthenon LLC
Kentucky
$11.2M -$103K -580 -0.9%
NC
709
Nixon Capital
Texas
$11.2M +$64.5K +362 +0.6%
TCM
710
Telos Capital Management
California
$11.1M +$706K +3,962 +6%
RIA
711
RPG Investment Advisory
California
$11.1M -$6.24K -35 -0.1%
KLWA
712
Kelly Lawrence W & Associates
California
$11.1M +$15.2K +85 +0.1%
SAS
713
Stelac Advisory Services
New York
$11M -$600K -3,365 -5%
LWM
714
Lyell Wealth Management
California
$11M +$593K +3,328 +5%
OPCM
715
Osborne Partners Capital Management
California
$11M +$432K +2,421 +4%
NEI
716
Northwest & Ethical Investments
Ontario, Canada
$11M
QOP
717
Quinn Opportunity Partners
Virginia
$11M +$535K +3,000 +5%
Acadian Asset Management
718
Acadian Asset Management
Massachusetts
$11M -$3.48M -19,516 -23%
LNC
719
Lincoln National Corp
Pennsylvania
$10.9M +$186K +1,044 +2%
GIA
720
Guyasuta Investment Advisors
Pennsylvania
$10.8M +$217K +1,215 +2%
GAM
721
Griffin Asset Management
New York
$10.7M +$1.45M +8,135 +15%
AIM
722
Anchor Investment Management
South Carolina
$10.7M +$74.5K +418 +0.7%
RCM
723
RNC Capital Management
California
$10.7M +$1.35M +7,574 +14%
APA
724
American Portfolios Advisors
New York
$10.7M -$597K -3,352 -5%
EWA
725
Exencial Wealth Advisors
Oklahoma
$10.7M +$2.83M +15,861 +34%

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.