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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
MF
1101
Montis Financial
Massachusetts
$5.18M +$3.03K +17 +0.1%
S
1102
SignatureFD
Georgia
$5.18M +$1.05M +5,909 +24%
FAIM
1103
Financial Advocates Investment Management
Washington
$5.18M -$1.78M -9,961 -25%
FIB
1104
First Interstate Bank
Montana
$5.17M +$124K +694 +2%
NPA
1105
Nichols & Pratt Advisers
Massachusetts
$5.17M +$44.6K +250 +0.9%
RMAM
1106
Raab & Moskowitz Asset Management
New Jersey
$5.17M -$70.8K -397 -1%
CFA
1107
Carroll Financial Associates
North Carolina
$5.17M +$25.8K +145 +0.5%
KWILP
1108
Kiwi Wealth Investments Limited Partnership
New Zealand
$5.16M -$2.58M -14,463 -32%
ETI
1109
Enterprise Trust & Investment
California
$5.15M
AWM
1110
Avior Wealth Management
Nebraska
$5.15M +$94.8K +532 +2%
BAS
1111
Brown Advisory Securities
Maryland
$5.13M -$6.41M -35,935 -54%
IFG
1112
Independent Financial Group
California
$5.13M +$283K +1,585 +6%
BFPW
1113
BOK Financial Private Wealth
Colorado
$5.13M +$170K +952 +3%
MAFM
1114
Mid Atlantic Financial Management
Pennsylvania
$5.13M +$201K +1,127 +4%
MCA
1115
Magnolia Capital Advisors
Mississippi
$5.13M +$4.74M +26,599 +719%
MCM
1116
Maryland Capital Management
Maryland
$5.12M +$107K +599 +2%
BBWA
1117
Bell & Brown Wealth Advisors
California
$5.12M +$5.4M +30,285 New
WC
1118
Weil Company
California
$5.11M +$29.2K +164 +0.5%
HI
1119
HBK Investments
Texas
$5.1M +$5.38M +30,163 New
PGAM
1120
Princeton Global Asset Management
New Jersey
$5.09M -$154K -865 -3%
FA
1121
FMA Advisory
Pennsylvania
$5.09M -$20.5K -115 -0.4%
BWG
1122
Beta Wealth Group
California
$5.08M +$569K +3,195 +12%
SCM
1123
Silvant Capital Management
Georgia
$5.08M -$1.84M -10,305 -26%
TAM
1124
Townsend Asset Management
North Carolina
$5.07M +$210K +1,180 +4%
TI
1125
Tidal Investments
Wisconsin
$5.06M +$306K +1,716 +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.