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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
ACM
1001
Arrow Capital Management
New York
$6.07M -$1.78M -10,000 -22%
MWM
1002
Mission Wealth Management
California
$6.07M -$334K -1,876 -5%
FM
1003
Family Management
New York
$6.07M +$24.1K +135 +0.4%
BCPWM
1004
Bradley & Co Private Wealth Management
Florida
$6.06M +$350K +1,963 +6%
LPT
1005
Legacy Private Trust
Wisconsin
$6.04M +$323K +1,810 +5%
LMIM
1006
Lockheed Martin Investment Management
Maryland
$6.03M -$180K -1,010 -3%
APSI
1007
Asset Planning Services Inc
Louisiana
$6.02M
VanEck Associates
1008
VanEck Associates
New York
$5.99M +$815K +4,574 +15%
BAM
1009
Brave Asset Management
New Jersey
$5.98M +$13.7K +77 +0.2%
CCM
1010
Consolidated Capital Management
California
$5.98M +$59.4K +333 +1%
PBC
1011
Pavion Blue Capital
California
$5.98M -$69K -387 -1%
NL
1012
NWAM LLC
Washington
$5.97M +$751K +4,211 +14%
MHC
1013
Meyer Handelman Company
New York
$5.97M
GT
1014
Greenleaf Trust
Michigan
$5.94M -$189K -1,062 -3%
MC
1015
Middleton & Co
Massachusetts
$5.93M +$32.1K +180 +0.5%
JWM
1016
Jupiter Wealth Management
Colorado
$5.92M -$776K -4,352 -11%
BEAM
1017
Baker Ellis Asset Management
Washington
$5.91M +$11.4K +64 +0.2%
ST
1018
Spinnaker Trust
Maine
$5.89M +$167K +937 +3%
ANBT
1019
American National Bank & Trust
Texas
$5.87M +$12.3K +69 +0.2%
AWM
1020
Altavista Wealth Management
North Carolina
$5.87M -$228K -1,278 -4%
WA
1021
WBH Advisory
Maryland
$5.86M -$9.45K -53 -0.2%
LG
1022
LaFleur & Godfrey
Michigan
$5.85M +$734K +4,120 +14%
PMAM
1023
Picton Mahoney Asset Management
Ontario, Canada
$5.85M -$21.4K -120 -0.3%
HI
1024
Horizon Investments
North Carolina
$5.83M -$264K -1,479 -4%
CICI
1025
Capital Investment Counsel Inc
North Carolina
$5.82M -$44.9K -252 -0.7%

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.