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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
901
World Asset Management
Michigan
$7.26M -$744K -4,173 -9%
DCM
902
Donaldson Capital Management
Indiana
$7.26M -$327K -1,836 -4%
CWM
903
CMH Wealth Management
New Hampshire
$7.25M +$666K +3,734 +10%
RIM
904
Redpoint Investment Management
Australia
$7.24M -$302K -1,693 -4%
FTC
905
Farmers Trust Company
Ohio
$7.24M +$2.14K +12 +0%
OHIS
906
Oak Harvest Investment Services
Texas
$7.24M +$545K +3,056 +8%
PIM
907
Penobscot Investment Management
Massachusetts
$7.23M -$71.3K -400 -0.9%
PA
908
Profund Advisors
Maryland
$7.22M -$1.11M -6,237 -13%
FB
909
Fulton Bank
Pennsylvania
$7.21M +$826K +4,633 +12%
TU
910
TDAM USA
Ontario, Canada
$7.17M -$251K -1,410 -3%
HCM
911
HGI Capital Management
New York
$7.14M -$976K -5,474 -11%
BP
912
Broadleaf Partners
Ohio
$7.14M +$351K +1,972 +5%
MIC
913
Means Investment Company
Maine
$7.13M +$259K +1,455 +4%
TS
914
Tamar Securities
California
$7.11M +$317K +1,781 +4%
AAF
915
Andra AP-fonden
Sweden
$7.11M -$660K -3,700 -8%
NSEDCP
916
NJ State Employees Deferred Compensation Plan
New Jersey
$7.11M
RPC
917
Rossmore Private Capital
Connecticut
$7.08M +$22.3K +125 +0.3%
LAI
918
Legal Advantage Investments
California
$7.06M +$267K +1,500 +4%
GCC
919
Guardian Capital (Canada)
Ontario, Canada
$7.03M +$446K +2,500 +6%
SCM
920
Sirios Capital Management
Massachusetts
$7M -$8.64M -48,478 -54%
AI
921
Atom Investors
Texas
$6.99M -$2.1M -11,762 -22%
WF
922
WoodTrust Financial
Wisconsin
$6.99M +$492K +2,758 +7%
BSW
923
Buckingham Strategic Wealth
Missouri
$6.99M +$121K +678 +2%
GAB
924
German American Bancorp
Indiana
$6.98M +$199K +1,116 +3%
SFS
925
Searcy Financial Services
Kansas
$6.93M +$80.4K +451 +1%

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.