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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
FC
851
Fulcrum Capital
Washington
$7.99M +$186K +1,042 +2%
KFI
852
Key Financial Inc
Pennsylvania
$7.98M -$17.8K -100 -0.2%
MFAM
853
Motley Fool Asset Management
Virginia
$7.96M +$343K +1,924 +4%
PC
854
Permanens Capital
New York
$7.95M +$554K +3,106 +7%
NCM
855
Novare Capital Management
North Carolina
$7.91M +$589K +3,302 +8%
SCM
856
Shelton Capital Management
Colorado
$7.89M
SC
857
Sepio Capital
Utah
$7.87M +$1.26M +7,082 +18%
Koshinski Asset Management
858
Koshinski Asset Management
Illinois
$7.86M +$1.01M +5,664 +14%
AHC
859
Adell Harriman & Carpenter
Texas
$7.82M -$215K -1,207 -3%
PI
860
PFS Investments
Georgia
$7.78M +$2.05M +11,474 +35%
AIC
861
Ameritas Investment Company
Nebraska
$7.76M +$4.11M +23,037 +101%
BCB
862
Brian C. Broderick
$7.75M +$905K +5,077 +12%
ZR
863
Zeno Research
New York
$7.74M +$8.16M +45,771 New
SWK
864
Stephen W. Kidder
$7.74M +$27.8K +156 +0.3%
DA
865
Duality Advisers
Florida
$7.74M +$6.96M +39,044 +584%
OCAM
866
Onex Canada Asset Management
Ontario, Canada
$7.73M +$107K +599 +1%
VCM
867
Violich Capital Management
California
$7.72M +$300K +1,685 +4%
SA
868
swisspartners Advisors
Switzerland
$7.7M +$1.51M +8,480 +23%
CG
869
Caprock Group
Idaho
$7.69M +$194K +1,086 +2%
ECM
870
Exchange Capital Management
Michigan
$7.68M -$228K -1,280 -3%
BCM
871
Brookstone Capital Management
Illinois
$7.67M -$270K -1,517 -3%
HIA
872
Harbor Investment Advisory
Maryland
$7.66M +$282K +1,580 +4%
SW
873
SteelPeak Wealth
California
$7.63M -$1.57M -8,782 -16%
KTM
874
Keeler Thomas Management
Utah
$7.62M +$359K +2,013 +5%
EIM
875
Essex Investment Management
Massachusetts
$7.62M -$16.2K -91 -0.2%

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.