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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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$369M -$10.9M -61,135 -3%
KBC Group
77
KBC Group
Belgium
$366M -$370M -2,074,795 -49%
YAM
78
Yacktman Asset Management
Texas
$361M -$1.44M -8,099 -0.4%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$360M -$12.1M -67,975 -3%
PI
80
Putnam Investments
Massachusetts
$349M -$12.1M -68,050 -3%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$339M +$29.4M +164,919 +9%
Ensign Peak Advisors
82
Ensign Peak Advisors
Utah
$333M -$92.3M -517,922 -21%
Prudential Financial
83
Prudential Financial
New Jersey
$331M +$19.3M +108,092 +6%
Chevy Chase Trust
84
Chevy Chase Trust
Maryland
$322M -$4.01M -22,510 -1%
MG
85
Markel Group
Virginia
$315M
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$306M +$6.95M +38,973 +2%
Korea Investment Corp
87
Korea Investment Corp
South Korea
$305M -$27.7M -155,480 -8%
Truist Financial
88
Truist Financial
North Carolina
$298M +$718K +4,027 +0.2%
SP
89
Sarasin & Partners
United Kingdom
$291M +$119M +669,432 +64%
KeyBank National Association
90
KeyBank National Association
Ohio
$282M +$1.16M +6,527 +0.4%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$271M -$28.4M -159,137 -9%
Fayez Sarofim & Co
92
Fayez Sarofim & Co
Texas
$268M -$3.89M -21,837 -1%
VAM
93
Vontobel Asset Management
New York
$267M -$61.9M -347,249 -19%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$266M +$9.87M +55,364 +4%
Canada Life
95
Canada Life
Manitoba, Canada
$263M -$7.03M -39,423 -2%
DekaBank Deutsche Girozentrale
96
DekaBank Deutsche Girozentrale
Germany
$263M +$25.5M +143,242 +10%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$260M +$15M +84,086 +6%
CAM
98
Crake Asset Management
United Kingdom
$258M +$257M +1,441,972 +1,733%
LPL Financial
99
LPL Financial
California
$257M +$17.1M +95,714 +7%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$253M +$15.2M +85,324 +6%

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.