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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
EW
926
Evoke Wealth
California
$6.92M -$58.6K -329 -0.8%
MAM
927
Morse Asset Management
Connecticut
$6.92M +$721K +4,045 +11%
FC
928
Ferris Capital
Massachusetts
$6.91M +$7.6M +42,620 New
FFWA
929
FRG Family Wealth Advisors
Washington
$6.9M +$67.4K +378 +0.9%
TWMP
930
Taylor Wealth Management Partners
Massachusetts
$6.88M +$439K +2,465 +6%
WAM
931
Wallington Asset Management
Indiana
$6.87M +$205K +1,150 +3%
CDH
932
Charles D. Hyman
$6.85M +$20.3K +114 +0.3%
LA
933
Lynch & Associates
Indiana
$6.85M -$99.6K -559 -1%
RP
934
Rice Partnership
Hawaii
$6.84M -$117K -655 -2%
KCM
935
Kempner Capital Management
Texas
$6.83M
OSAM
936
O'Shaughnessy Asset Management
Connecticut
$6.82M +$1.25M +7,026 +21%
ODCM
937
Old Dominion Capital Management
Virginia
$6.82M -$4.63K -26 -0.1%
PFS
938
Prospera Financial Services
Texas
$6.82M +$3.15M +17,654 +78%
MWM
939
Madison Wealth Management
Ohio
$6.81M -$11.8K -66 -0.2%
DAS
940
Dynamic Advisor Solutions
Arizona
$6.8M +$1.46M +8,176 +26%
KFP
941
KMG Fiduciary Partners
Ohio
$6.79M +$95.7K +537 +1%
CNC
942
Canandaigua National Corp
New York
$6.79M -$102K -573 -1%
TSW
943
Thompson Siegel & Walmsley
Virginia
$6.77M -$1.12M -6,288 -14%
DWM
944
Dakota Wealth Management
Florida
$6.77M -$433K -2,431 -6%
CG
945
Carmignac Gestion
France
$6.74M +$758K +4,250 +12%
KCM
946
Kornitzer Capital Management
Kansas
$6.7M -$733K -4,112 -9%
FA
947
Financial Advantage
Maryland
$6.7M +$8.38K +47 +0.1%
WP
948
WMS Partners
Maryland
$6.65M -$109K -611 -2%
SBL
949
Sargent Bickham Lagudis
Colorado
$6.63M +$133K +748 +2%
DWA
950
Douglass Winthrop Advisors
New York
$6.62M +$540K +3,030 +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.