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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
WAM
801
Winslow Asset Management
Ohio
$8.91M -$175K -980 -2%
WIC
802
WealthBridge Investment Counsel
Alberta, Canada
$8.91M -$318K -1,786 -3%
CA
803
Clearstead Advisors
Ohio
$8.86M -$203K -1,140 -2%
WDA
804
Wendell David Associates
New Hampshire
$8.85M
TCM
805
Twin Capital Management
Pennsylvania
$8.82M -$671K -3,763 -7%
CFSG
806
Community Financial Services Group
Vermont
$8.81M -$108K -605 -1%
FWM
807
Frontier Wealth Management
Missouri
$8.78M -$302K -1,695 -3%
CNBTD
808
Citizens National Bank Trust Department
Mississippi
$8.78M +$252K +1,415 +3%
PAM
809
Pinpoint Asset Management
Hong Kong
$8.74M -$8.15M -45,700 -48%
SCM
810
Stonebridge Capital Management
California
$8.72M -$89.1K -500 -1%
M
811
MOTCO
Texas
$8.71M +$38.5K +216 +0.4%
GW
812
GW & Wade
Massachusetts
$8.71M +$335K +1,881 +4%
KCP
813
KDI Capital Partners
North Carolina
$8.7M +$214K +1,199 +2%
NGM
814
North Growth Management
British Columbia, Canada
$8.69M
SHGA
815
Sand Hill Global Advisors
California
$8.68M -$171K -957 -2%
IRF
816
IBM Retirement Fund
New York
$8.68M +$20K +112 +0.2%
CRM
817
Cramer Rosenthal McGlynn
Connecticut
$8.6M +$279K +1,564 +3%
SBF
818
Sara-Bay Financial
Florida
$8.58M +$275K +1,543 +3%
CWM
819
Calamos Wealth Management
Illinois
$8.49M -$393K -2,206 -4%
BOTW
820
Bank of the West
California
$8.46M +$541K +3,037 +6%
GCM
821
Gabalex Capital Management
New York
$8.46M +$3.56M +20,000 +67%
LS
822
Livforsakringsbolaget Skandia
Sweden
$8.46M -$891K -5,000 -9%
SFI
823
Siemens Fonds Invest
Germany
$8.43M +$382K +2,143 +4%
KA
824
Kintegral Advisory
New York
$8.42M
FA
825
Fagan Associates
New York
$8.42M +$642K +3,601 +8%

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.