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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
EAMA
1176
EFG Asset Management (Americas)
Florida
$4.7M +$288K +1,613 +6%
RL
1177
Ruffer LLP
United Kingdom
$4.68M -$86.1K -483 -2%
PI
1178
Pettee Investors
Connecticut
$4.68M +$69.5K +390 +1%
JAG
1179
Journey Advisory Group
Kentucky
$4.65M -$305K -1,713 -6%
RB
1180
Rodgers Brothers
Pennsylvania
$4.64M
TW
1181
Transform Wealth
Colorado
$4.63M +$295K +1,654 +6%
RIA
1182
Realta Investment Advisors
Delaware
$4.63M +$248K +1,390 +5%
HAS
1183
HBW Advisory Services
California
$4.63M +$151K +846 +3%
BB
1184
Berkshire Bank
Massachusetts
$4.62M -$13.9K -78 -0.3%
FNBOMD
1185
First National Bank of Mount Dora
Florida
$4.61M +$39K +219 +0.8%
CF
1186
Centaurus Financial
California
$4.61M +$567K +3,183 +13%
CIA
1187
Citadel Investment Advisory
Ohio
$4.6M
AWM
1188
Avitas Wealth Management
California
$4.6M -$57.8K -324 -1%
FCM
1189
Fairbanks Capital Management
California
$4.58M -$419K -2,352 -8%
JAM
1190
JCIC Asset Management
Ontario, Canada
$4.57M +$38.3K +215 +0.8%
CB
1191
Community Bank
New York
$4.57M -$137K -769 -3%
MTIM
1192
Marathon Trading Investment Management
Pennsylvania
$4.57M -$17.5M -98,112 -78%
TFA
1193
Teamwork Financial Advisors
Texas
$4.57M +$103K +579 +2%
EFS
1194
Essex Financial Services
Connecticut
$4.56M +$1.2M +6,716 +33%
SC
1195
Savant Capital
Illinois
$4.56M +$337K +1,892 +8%
CCM
1196
Cullen Capital Management
New York
$4.56M -$363K -2,035 -7%
MWM
1197
Meridian Wealth Management
Kentucky
$4.54M -$39.2K -220 -0.8%
SC
1198
Scholtz & Company
Connecticut
$4.53M -$480K -2,693 -9%
VI
1199
Vestcor Inc
New Brunswick, Canada
$4.53M -$655K -3,677 -12%
DIS
1200
Diversified Investment Strategies
Louisiana
$4.51M

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.