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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
BTWM
1151
Baker Tilly Wealth Management
Wisconsin
$4.86M +$876K +4,912 +21%
WFG
1152
Wills Financial Group
Virginia
$4.86M -$8.91K -50 -0.2%
SA
1153
Sicart Associates
New York
$4.85M -$515K -2,890 -9%
MCCP
1154
Mission Creek Capital Partners
California
$4.84M -$50.6K -284 -1%
PWS
1155
Peloton Wealth Strategists
Indiana
$4.83M -$135K -755 -3%
SWA
1156
SOA Wealth Advisors
New York
$4.82M +$9.63K +54 +0.2%
RFM
1157
Royal Fund Management
Florida
$4.82M +$72.5K +407 +1%
SHA
1158
Seneca House Advisors
Virginia
$4.82M +$1.63M +9,161 +47%
CFGS
1159
Concourse Financial Group Securities
Alabama
$4.81M +$209K +1,170 +4%
RIA
1160
Regal Investment Advisors
Michigan
$4.8M +$345K +1,935 +7%
AP
1161
Americana Partners
Texas
$4.8M +$3.89M +21,847 +335%
LJHT
1162
Laurie J. Hall Trustee
$4.79M -$24.1K -135 -0.5%
MCM
1163
Mitchell Capital Management
Kansas
$4.78M +$88.6K +497 +2%
MCM
1164
Mengis Capital Management
Oregon
$4.78M
VNA
1165
Valley National Advisers
Pennsylvania
$4.77M -$11.6K -65 -0.2%
PAS
1166
Park Avenue Securities
New York
$4.77M +$321K +1,801 +7%
BHWM
1167
Bar Harbor Wealth Management
New Hampshire
$4.76M -$2.5K -14 -0%
SCI
1168
S&CO Inc
Massachusetts
$4.75M
BA
1169
Bridgewater Advisors
New York
$4.75M -$667K -3,740 -12%
MA
1170
Menlo Advisors
California
$4.75M
BZWA
1171
Blue Zone Wealth Advisors
California
$4.74M +$631K +3,539 +14%
WANY
1172
Wealthspire Advisors (New York)
New York
$4.73M +$1.29M +7,255 +35%
SCM
1173
Spreng Capital Management
Ohio
$4.72M +$61.7K +346 +1%
ADL
1174
Asset Dedication LLC
California
$4.72M +$137K +771 +3%
WSC
1175
Wellington Shields & Co
New York
$4.71M -$55.3K -310 -1%

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.