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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
FA
976
Financial Avengers
California
$6.32M +$110K +619 +2%
RAM
977
Roanoke Asset Management
New Jersey
$6.32M +$16.9K +95 +0.3%
LCM
978
Logan Capital Management
Pennsylvania
$6.31M +$15.7K +88 +0.2%
ANTB
979
AMG National Trust Bank
Colorado
$6.31M -$161K -901 -2%
CCM
980
Crossvault Capital Management
Texas
$6.3M -$220K -1,235 -3%
DBT
981
Dubuque Bank & Trust
Iowa
$6.3M -$204K -1,146 -3%
AAS
982
Annex Advisory Services
Wisconsin
$6.3M +$482K +2,706 +8%
DI
983
Diligent Investors
California
$6.29M
VPIM
984
Vanguard Personalized Indexing Management
California
$6.27M +$3.42M +19,180 +107%
CANC
985
Culbertson A N & Co
Virginia
$6.25M +$348K +1,951 +6%
PKC
986
Palmer Knight Company
Florida
$6.25M +$414K +2,323 +7%
LWANC
987
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.24M -$93.9K -527 -1%
FCT
988
Family Capital Trust
Massachusetts
$6.2M +$33.7K +189 +0.5%
NFG
989
Next Financial Group
Texas
$6.2M +$221K +1,239 +3%
BHB
990
Bank Hapoalim BM
Israel
$6.2M -$298K -1,674 -4%
FMTC
991
Farmers & Merchants Trust Company
California
$6.19M +$424K +2,379 +7%
IWM
992
IHT Wealth Management
Illinois
$6.17M -$814K -4,568 -11%
CCT
993
Chemung Canal Trust
New York
$6.16M -$103K -577 -2%
CIM
994
Contrarius Investment Management
Jersey
$6.16M
UC
995
Unio Capital
New Jersey
$6.14M -$13.9K -78 -0.2%
AC
996
Abbrea Capital
California
$6.13M +$37.3K +209 +0.6%
GVAG
997
Great Valley Advisor Group
Delaware
$6.12M +$9.63K +54 +0.1%
HT
998
Heritage Trust
Oklahoma
$6.11M +$192K +1,079 +3%
EH
999
Equitable Holdings
New York
$6.1M +$29.2K +164 +0.5%
MFWM
1000
Motley Fool Wealth Management
Virginia
$6.1M -$5.7K -32 -0.1%

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.