We are live on ! Find out more
DIS icon

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
NSIM
1126
North Star Investment Management
Illinois
$5.06M +$88.6K +497 +2%
RI
1127
Redwood Investments
Massachusetts
$5.05M -$635K -3,562 -11%
MKC
1128
M. Kraus & Co
Vermont
$5.04M +$14.8K +83 +0.3%
MYLI
1129
Meiji Yasuda Life Insurance
Japan
$5.03M -$108K -606 -2%
WPP
1130
Whalerock Point Partners
Rhode Island
$5.01M +$69.5K +390 +1%
BRA
1131
Bender Robert & Associates
California
$5.01M +$87.2K +489 +2%
MYIA
1132
Mount Yale Investment Advisors
Colorado
$5.01M +$2.52M +14,140 +91%
CNAM
1133
Campbell Newman Asset Management
Wisconsin
$5.01M
FHA
1134
Flagship Harbor Advisors
Massachusetts
$5M
PRC
1135
Pearl River Capital
Michigan
$5M +$5.26M +29,528 New
DCM
1136
Discovery Capital Management
Connecticut
$4.99M +$5.26M +29,500 New
SFO
1137
Stokes Family Office
Louisiana
$4.98M -$15.2K -85 -0.3%
CBB
1138
Citizens Business Bank
California
$4.98M -$59.2K -332 -1%
JAFL
1139
Jay A. Fishman Ltd
Michigan
$4.98M +$791K +4,440 +18%
JFA
1140
Johanson Financial Advisors
California
$4.97M +$14.3K +80 +0.3%
KP
1141
Keel Point
Alabama
$4.97M +$254K +1,427 +5%
BJL
1142
Brighton Jones LLC
Washington
$4.97M +$506K +2,841 +11%
GWM
1143
Graybill Wealth Management
Illinois
$4.97M +$33.7K +189 +0.6%
IIC
1144
Ironwood Investment Counsel
Arizona
$4.96M +$206K +1,156 +4%
ACA
1145
Aptus Capital Advisors
Alabama
$4.93M +$2.28M +12,818 +78%
LCM
1146
Liberty Capital Management
Michigan
$4.92M +$1.25K +7 +0%
TCA
1147
Transcend Capital Advisors
New Jersey
$4.91M -$21K -118 -0.4%
WSCM
1148
Wellington Shields Capital Management
New York
$4.9M +$186K +1,042 +4%
FCBT
1149
First Citizens Bank & Trust
North Carolina
$4.9M +$61.3K +344 +1%
SWIG
1150
Strategic Wealth Investment Group
Kentucky
$4.88M +$759K +4,260 +18%

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.