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Walt Disney
DIS

3,368 hedge funds and large institutions have $181B invested in Walt Disney in 2021 Q4 according to their latest regulatory filings, with 474 funds opening new positions, 1,524 increasing their positions, 1,077 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 474 | Existing positions closed: 149

42% more repeat investments, than reductions

Existing positions increased: 1,524 | Existing positions reduced: 1,077

9% more funds holding

Funds holding: 3,088 → 3,368 (+280)

0.66% less ownership

Funds ownership: 65.12% → 64.46% (-0.66%)

9% less capital invested

Capital invested by funds: $200B → $181B (-$18.7B)

28% less funds holding in top 10

Funds holding in top 10: 201 → 144 (-57)

30% less call options, than puts

Call options by funds: $7.36B | Put options by funds: $10.5B

Holders
3,368
Holders Change
+280
Holders Change %
+9.07%
% of All Funds
51.82%
Holding in Top 10
144
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-28.36%
% of All Funds
2.22%
New
474
Increased
1,524
Reduced
1,077
Closed
149
Calls
$7.36B
Puts
$10.5B
Net Calls
-$3.15B
Net Calls Change
-$1.17B

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$810M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$437M
3
DCP
D1 Capital Partners
New York
+$378M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$324M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$306M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.68B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$959M
3
BlackRock
BlackRock
New York
-$486M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$447M
5
TP
Third Point
New York
-$347M
Name Holding Trade Value Shares
Change 		Change in
Stake
BS
1101
Boenning & Scattergood
Pennsylvania
$4.95M +$157K +974 +3%
KCM
1102
Kornitzer Capital Management
Kansas
$4.94M -$1.25M -7,720 -19%
EL
1103
Essex LLC
Illinois
$4.94M -$6.3K -39 -0.1%
WAP
1104
Wealthcare Advisory Partners
Pennsylvania
$4.93M +$172K +1,063 +3%
IIC
1105
Ironwood Investment Counsel
Arizona
$4.93M +$412K +2,551 +9%
RCM
1106
RB Capital Management
Nevada
$4.93M +$42.2K +261 +0.8%
RI
1107
Redwood Investments
Massachusetts
$4.92M +$311K +1,925 +6%
PAM
1108
Panagora Asset Management
Massachusetts
$4.92M -$7.5M -46,456 -59%
RFWA
1109
RPg Family Wealth Advisory
Massachusetts
$4.92M -$26.5K -164 -0.5%
BRWM
1110
B. Riley Wealth Management
Tennessee
$4.92M -$238K -1,476 -4%
EIP
1111
Easterly Investment Partners
Massachusetts
$4.91M -$43.4K -269 -0.8%
CS
1112
Comerica Securities
Michigan
$4.91M -$35.2K -218 -0.7%
SWIG
1113
Strategic Wealth Investment Group
Kentucky
$4.91M +$561K +3,473 +12%
WC
1114
Westhampton Capital
North Carolina
$4.91M -$16K -99 -0.3%
KA
1115
KLCM Advisors
Wisconsin
$4.91M +$10.5K +65 +0.2%
JWCA
1116
J.W. Cole Advisors
Florida
$4.9M +$8.72K +54 +0.2%
NME
1117
Notis-McConarty Edward
$4.89M +$47.8K +296 +0.9%
GA
1118
GFS Advisors
Texas
$4.88M +$2.32M +14,339 +84%
DSC
1119
Duncker Streett & Co
Missouri
$4.86M -$62K -384 -1%
PA
1120
Parallel Advisors
California
$4.86M -$263K -1,630 -5%
CC
1121
Clearline Capital
New York
$4.84M +$5.04M +31,234 New
GT
1122
Greenleaf Trust
Michigan
$4.84M -$631K -3,904 -11%
TAM
1123
Townsend Asset Management
North Carolina
$4.84M +$207K +1,283 +4%
FTDI
1124
First Trust Direct Indexing
Massachusetts
$4.83M -$104K -641 -2%
FA
1125
FDx Advisors
Illinois
$4.83M +$1.88M +11,649 +60%
43 44
45
46 47

DIS Hedge Fund Activity: Q4 2021 in Review

3,368 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2021, worth a combined $181B — down 9.4% from $200B a quarter earlier.

Buyers outnumbered sellers: 474 funds opened new DIS positions and 149 closed out — a net gain of 325 holders — while 1,524 added to existing stakes and 1,077 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $810M. The largest seller was Fidelity Investments, cutting an estimated $1.68B.

  • 3,368 institutional investors held Walt Disney (DIS) as of Q4 2021, up from 3,088 in Q3 2021.
  • Funds reported $181B of Walt Disney stock for Q4 2021, down 9.4% quarter-over-quarter.
  • 474 funds opened new Walt Disney positions in Q4 2021 and 149 closed out, a net change of +325 holders.
  • The largest Walt Disney buyer in Q4 2021 was Bank of Montreal, an estimated $810M added.
  • The largest Walt Disney seller in Q4 2021 was Fidelity Investments, an estimated $1.68B sold.

Based on aggregated 13F filings for Q4 2021.