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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
GLAM
1051
Gardner Lewis Asset Management
Pennsylvania
$5.54M +$952K +5,343 +20%
MAM
1052
Myriad Asset Management
Hong Kong
$5.53M +$5.83M +32,700 New
NGA
1053
Naples Global Advisors
Florida
$5.53M +$6.24K +35 +0.1%
BAM
1054
Boyar Asset Management
New York
$5.52M -$20.3K -114 -0.3%
FHB
1055
First Hawaiian Bank
Hawaii
$5.5M +$57.6K +323 +1%
BGIM
1056
Brandywine Global Investment Management
Pennsylvania
$5.5M -$74.2K -416 -1%
PAMG
1057
Patton Albertson Miller Group
Tennessee
$5.48M +$870K +4,883 +18%
OGC
1058
Oak Grove Capital
New Hampshire
$5.46M +$36.2K +203 +0.6%
HBT
1059
Hills Bank & Trust
Iowa
$5.46M +$28.3K +159 +0.5%
GP
1060
Greenline Partners
New York
$5.45M +$1.73M +9,688 +43%
BAMF
1061
BI Asset Management Fondsmaeglerselskab
Denmark
$5.45M +$2.26M +12,703 +65%
UTC
1062
Unified Trust Company
Kentucky
$5.44M +$36.4K +204 +0.6%
ERWM
1063
Elk River Wealth Management
Colorado
$5.43M +$120K +671 +2%
WB
1064
Webster Bank
Connecticut
$5.42M -$107K -599 -2%
BCCM
1065
Bridge Creek Capital Management
Massachusetts
$5.42M +$45.5K +255 +0.8%
WAS
1066
Wealth Advisory Solutions
Indiana
$5.42M +$216K +1,212 +4%
HSA
1067
HBK Sorce Advisory
Pennsylvania
$5.42M +$1.96K +11 +0%
EIP
1068
Easterly Investment Partners
Massachusetts
$5.41M +$5.7M +31,976 New
EL
1069
Essex LLC
Illinois
$5.4M +$5.69M +31,932 New
RFWA
1070
RPg Family Wealth Advisory
Massachusetts
$5.4M +$73.1K +410 +1%
CS
1071
Comerica Securities
Michigan
$5.4M +$259K +1,455 +5%
SCM
1072
Stevens Capital Management
Pennsylvania
$5.4M +$1.48M +8,311 +35%
GIA
1073
Gladstone Institutional Advisory
Florida
$5.39M +$2M +11,224 +54%
FTDI
1074
First Trust Direct Indexing
Massachusetts
$5.38M +$169K +947 +3%
SIM
1075
Seaview Investment Managers
Florida
$5.38M +$645K +3,621 +13%

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.