We are live on ! Find out more
DIS icon

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
AGAM
876
Avalon Global Asset Management
California
$7.61M
BONST
877
Bank of Nova Scotia Trust
Ontario, Canada
$7.6M -$316K -1,774 -4%
AOWM
878
Alpha Omega Wealth Management
Virginia
$7.6M -$169K -946 -2%
CSS
879
Cubist Systematic Strategies
Connecticut
$7.59M +$2.35M +13,198 +42%
FNB
880
Farmers National Bank
Kentucky
$7.59M +$7.47M +41,881 New
SIM
881
Sonora Investment Management
Arizona
$7.55M +$695K +3,898 +10%
HVIA
882
Hudson Valley Investment Advisors
New York
$7.52M +$34.4K +193 +0.4%
SNT
883
Security National Trust
West Virginia
$7.5M
HCM
884
Hutchinson Capital Management
California
$7.49M +$26K +146 +0.3%
MJP
885
Michael J. Puzo
$7.44M +$32.1K +180 +0.4%
HFM
886
Hartford Financial Management
Connecticut
$7.43M -$38.9K -218 -0.5%
PP
887
Patten & Patten
Tennessee
$7.42M +$48.5K +272 +0.6%
AM
888
Atwater Malick
Pennsylvania
$7.41M +$172K +965 +2%
ZCM
889
Ziegler Capital Management
Illinois
$7.41M -$1.59M -8,895 -17%
PFU
890
Parus Finance (UK)
United Kingdom
$7.4M -$1.27M -7,100 -14%
CIM
891
Chapman Investment Management
California
$7.39M +$722K +4,051 +10%
AC
892
Alexandria Capital
Virginia
$7.37M +$206K +1,158 +3%
PA
893
Perennial Advisors
New York
$7.37M +$219K +1,229 +3%
MPWT
894
MassMutual Private Wealth & Trust
Connecticut
$7.36M +$871K +4,887 +13%
H
895
HoyleCohen
California
$7.34M +$17.8K +100 +0.2%
MWM
896
Marietta Wealth Management
Georgia
$7.32M +$389K +2,180 +5%
BHIA
897
Birch Hill Investment Advisors
Massachusetts
$7.31M +$193K +1,085 +3%
FMWA
898
Forvis Mazars Wealth Advisors
Missouri
$7.28M +$215K +1,204 +3%
VIG
899
Vienna Insurance Group
Poland
$7.27M
TYCC
900
Texas Yale Capital Corp
Florida
$7.26M +$50.3K +282 +0.7%

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.