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Walt Disney
DIS

3,368 hedge funds and large institutions have $181B invested in Walt Disney in 2021 Q4 according to their latest regulatory filings, with 474 funds opening new positions, 1,524 increasing their positions, 1,077 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 474 | Existing positions closed: 149

42% more repeat investments, than reductions

Existing positions increased: 1,524 | Existing positions reduced: 1,077

9% more funds holding

Funds holding: 3,088 → 3,368 (+280)

0.66% less ownership

Funds ownership: 65.12% → 64.46% (-0.66%)

9% less capital invested

Capital invested by funds: $200B → $181B (-$18.7B)

28% less funds holding in top 10

Funds holding in top 10: 201 → 144 (-57)

30% less call options, than puts

Call options by funds: $7.36B | Put options by funds: $10.5B

Holders
3,368
Holders Change
+280
Holders Change %
+9.07%
% of All Funds
51.82%
Holding in Top 10
144
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-28.36%
% of All Funds
2.22%
New
474
Increased
1,524
Reduced
1,077
Closed
149
Calls
$7.36B
Puts
$10.5B
Net Calls
-$3.15B
Net Calls Change
-$1.17B

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$810M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$437M
3
DCP
D1 Capital Partners
New York
+$378M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$324M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$306M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.68B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$959M
3
BlackRock
BlackRock
New York
-$486M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$447M
5
TP
Third Point
New York
-$347M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
826
MassMutual Private Wealth & Trust
Connecticut
$7.78M +$1.09M +6,741 +15%
PA
827
Proem Advisors
Texas
$7.75M -$2.75M -17,000 -25%
VST
828
Van Strum & Towne
California
$7.72M +$347K +2,150 +5%
FWM
829
Frontier Wealth Management
Missouri
$7.72M -$335K -2,077 -4%
KA
830
Kintegral Advisory
New York
$7.71M – – –
GCM
831
Gladius Capital Management
Illinois
$7.71M +$7.89M +48,825 +5,107%
SNB
832
Security National Bank
Nebraska
$7.68M +$121K +749 +2%
PP
833
Patten & Patten
Tennessee
$7.67M +$919K +5,690 +13%
AWM
834
Apollon Wealth Management
South Carolina
$7.65M +$2.52M +15,628 +46%
SCM
835
Stonebridge Capital Management
California
$7.64M -$357K -2,210 -4%
CAM
836
Columbia Asset Management
Michigan
$7.63M +$95K +588 +1%
MWM
837
Marietta Wealth Management
Georgia
$7.59M +$925K +5,730 +13%
KRSITF
838
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.59M +$224K +1,390 +3%
III
839
Independent Investors Inc
New York
$7.58M – – –
DHFB
840
Dixon Hubard Feinour & Brown
Virginia
$7.54M +$6.08M +37,675 +341%
BCM
841
Bourgeon Capital Management
Connecticut
$7.53M +$2.3M +14,223 +41%
MOS
842
MGO One Seven
Ohio
$7.51M +$1.7M +10,517 +28%
AAM
843
AR Asset Management
California
$7.51M -$10.3K -64 -0.1%
GCC
844
Guardian Capital (Canada)
Ontario, Canada
$7.48M +$1.09M +6,730 +16%
EH
845
Equitable Holdings
New York
$7.45M +$1.94M +12,029 +33%
TSW
846
Thompson Siegel & Walmsley
Virginia
$7.42M +$1.28M +7,897 +20%
SA
847
swisspartners Advisors
Switzerland
$7.41M +$271K +1,680 +4%
KFP
848
KMG Fiduciary Partners
Ohio
$7.41M +$1.24M +7,693 +19%
S
849
SignatureFD
Georgia
$7.41M +$2.78M +17,206 +56%
YC
850
Yarbrough Capital
Tennessee
$7.4M +$7.72M +47,781 New
32 33
34
35 36

DIS Hedge Fund Activity: Q4 2021 in Review

3,368 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2021, worth a combined $181B — down 9.4% from $200B a quarter earlier.

Buyers outnumbered sellers: 474 funds opened new DIS positions and 149 closed out — a net gain of 325 holders — while 1,524 added to existing stakes and 1,077 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $810M. The largest seller was Fidelity Investments, cutting an estimated $1.68B.

  • 3,368 institutional investors held Walt Disney (DIS) as of Q4 2021, up from 3,088 in Q3 2021.
  • Funds reported $181B of Walt Disney stock for Q4 2021, down 9.4% quarter-over-quarter.
  • 474 funds opened new Walt Disney positions in Q4 2021 and 149 closed out, a net change of +325 holders.
  • The largest Walt Disney buyer in Q4 2021 was Bank of Montreal, an estimated $810M added.
  • The largest Walt Disney seller in Q4 2021 was Fidelity Investments, an estimated $1.68B sold.

Based on aggregated 13F filings for Q4 2021.