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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
WC
1076
Westhampton Capital
North Carolina
$5.38M -$154K -865 -3%
DSC
1077
Duncker Streett & Co
Missouri
$5.37M -$27.8K -156 -0.5%
PCIA
1078
Prime Capital Investment Advisors
Kansas
$5.36M -$1.98M -11,095 -26%
IFWM
1079
Institute for Wealth Management
Colorado
$5.36M +$281K +1,579 +5%
JWCA
1080
J.W. Cole Advisors
Florida
$5.35M +$890K +4,994 +19%
KA
1081
KLCM Advisors
Wisconsin
$5.35M -$22.3K -125 -0.4%
SW
1082
SlateStone Wealth
Florida
$5.34M -$87.3K -490 -2%
RCM
1083
RB Capital Management
Nevada
$5.34M +$105K +591 +2%
IA
1084
IndexIQ Advisors
New York
$5.34M +$280K +1,570 +5%
FWCM
1085
Ferguson Wellman Capital Management
Oregon
$5.33M -$221K -1,238 -4%
NPT
1086
Nixon Peabody Trust
Massachusetts
$5.31M +$438K +2,460 +9%
NME
1087
Notis-McConarty Edward
$5.29M +$352K +1,977 +7%
USCWA
1088
U.S. Capital Wealth Advisors
Texas
$5.29M +$5.58M +31,283 New
AP
1089
Arlington Partners
Alabama
$5.29M +$454K +2,547 +9%
SIP
1090
Stoneridge Investment Partners
Pennsylvania
$5.25M -$214K -1,200 -4%
PCTC
1091
Perkins Coie Trust Company
Washington
$5.25M +$59K +331 +1%
BS
1092
Boenning & Scattergood
Pennsylvania
$5.24M -$108K -607 -2%
ATI
1093
Act Two Investors
California
$5.23M -$41.9K -235 -0.8%
EB
1094
Eastern Bank
Massachusetts
$5.23M -$3.56K -20 -0.1%
BIC
1095
Beach Investment Counsel
Pennsylvania
$5.22M -$5.35K -30 -0.1%
KCM
1096
Karp Capital Management
California
$5.22M +$192K +1,075 +4%
WAP
1097
Wealthcare Advisory Partners
Pennsylvania
$5.21M +$148K +829 +3%
GI
1098
GS Investments
Minnesota
$5.21M +$5.49M +30,791 New
NB
1099
Northwest Bancshares
Pennsylvania
$5.2M +$120K +673 +2%
MIA
1100
MainStreet Investment Advisors
Illinois
$5.2M -$940K -5,271 -15%

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.