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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
JCM
951
Jag Capital Management
Missouri
$6.6M +$592K +3,319 +9%
RWM
952
RKL Wealth Management
Pennsylvania
$6.6M -$32.4K -182 -0.5%
PAG
953
Private Advisory Group
Washington
$6.54M +$389K +2,181 +6%
BAAM
954
Baker Avenue Asset Management
California
$6.54M +$277K +1,555 +4%
RMC
955
Resources Management Corp
Connecticut
$6.53M +$208K +1,167 +3%
FFA
956
Fragasso Financial Advisors
Pennsylvania
$6.53M +$479K +2,687 +7%
GLA
957
Good Life Advisors
Pennsylvania
$6.52M +$2.6M +14,574 +61%
CIP
958
Chartwell Investment Partners
Pennsylvania
$6.5M
SAM
959
Sompo Asset Management
Japan
$6.49M -$1.34M -7,510 -16%
AW
960
ACG Wealth
Georgia
$6.49M -$103K -577 -1%
CCM
961
Campbell Capital Management
Florida
$6.45M +$6.07M +34,080 +843%
RCM
962
Ravenstone Capital Management
$6.45M +$902K +5,060 +15%
FAT
963
First American Trust
California
$6.44M +$236K +1,325 +4%
PTC
964
Private Trust Company
Ohio
$6.44M +$483K +2,708 +8%
MOS
965
MGO One Seven
Ohio
$6.42M +$606K +3,399 +10%
AAP
966
Aristotle Atlantic Partners
Florida
$6.4M +$279K +1,566 +4%
MP
967
McDonald Partners
Ohio
$6.39M +$99.8K +560 +2%
CP
968
Corbenic Partners
Pennsylvania
$6.38M +$679K +3,811 +11%
WKWM
969
Walter & Keenan Wealth Management
Indiana
$6.38M -$10.9K -61 -0.2%
BIG
970
Boothe Investment Group
Delaware
$6.37M +$210K +1,178 +3%
BCM
971
Buckhead Capital Management
Georgia
$6.36M +$50.8K +285 +0.8%
SAIG
972
Semper Augustus Investments Group
Colorado
$6.35M -$204K -1,143 -3%
GP
973
Geneva Partners
Wisconsin
$6.34M +$6.68M +37,483 New
WCA
974
Westover Capital Advisors
Delaware
$6.34M +$35.1K +197 +0.5%
PVH
975
Psagot Value Holdings
Israel
$6.34M +$462K +2,592 +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.