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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
FCH
726
Freestone Capital Holdings
Washington
$10.6M +$1.9M +10,654 +20%
CM
727
Capula Management
Cayman Islands
$10.6M +$6.2M +34,757 +124%
1832 Asset Management
728
1832 Asset Management
Ontario, Canada
$10.6M +$362K +2,032 +3%
WIC
729
Whitegate Investment Counselors
New Hampshire
$10.6M -$163K -913 -1%
SAM
730
Sabadell Asset Management
Spain
$10.6M +$3.11M +17,438 +39%
1SB
731
1ST Source Bank
Indiana
$10.6M -$37.4K -210 -0.3%
BCMO
732
Buckingham Capital Management (Ohio)
Ohio
$10.5M +$286K +1,604 +3%
BIM
733
Bridges Investment Management
Nebraska
$10.5M -$12.4M -69,375 -53%
IWC
734
Integrated Wealth Concepts
Massachusetts
$10.5M +$1.06M +5,961 +11%
Credit Agricole
735
Credit Agricole
France
$10.5M -$976K -5,477 -8%
ATC
736
Argent Trust Co
Tennessee
$10.5M +$404K +2,266 +4%
FMC
737
First Merchants Corp
Indiana
$10.4M +$66K +370 +0.6%
PTB
738
Pioneer Trust Bank
Oregon
$10.4M -$2.67K -15 -0%
VFA
739
Valeo Financial Advisors
Indiana
$10.4M +$725K +4,065 +5%
AC
740
Addenda Capital
Quebec, Canada
$10.4M -$41.9K -235 -0.4%
BDWM
741
Brewin Dolphin Wealth Management
Ireland
$10.3M +$1.04M +5,833 +11%
CIA
742
Capital Investment Advisors
Georgia
$10.3M +$179K +1,002 +2%
MCG
743
McCollum Christoferson Group
New York
$10.3M +$22.3K +125 +0.2%
NLGIA
744
Nippon Life Global Investors Americas
New York
$10.2M -$690K -3,870 -6%
NFC
745
Northeast Financial Consultants
Connecticut
$10.2M -$2.25M -12,631 -17%
EAM
746
EULAV Asset Management
Florida
$10.2M -$6.24K -35 -0.1%
SC
747
Shellback Capital
Massachusetts
$10.2M -$10.3M -57,800 -49%
BCM
748
Bridgeway Capital Management
Texas
$10.1M +$321K +1,800 +3%
MA
749
Mutual Advisors
Nebraska
$10M +$355K +1,990 +3%
CC
750
Courier Capital
New York
$10M +$220K +1,233 +2%

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.