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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
TNA
1201
True North Advisors
Texas
$4.5M +$36K +202 +0.8%
MMM
1202
Mendel Money Management
Illinois
$4.49M +$106K +595 +2%
NG
1203
NatWest Group
United Kingdom
$4.49M +$168K +942 +4%
S
1204
Surevest
California
$4.48M -$118K -663 -2%
First Trust Advisors
1205
First Trust Advisors
Illinois
$4.46M -$8.82M -49,479 -65%
CFG
1206
Citizens Financial Group
Rhode Island
$4.46M -$577K -3,238 -11%
HI
1207
Hoey Investments
Pennsylvania
$4.45M -$371K -2,084 -7%
HFA
1208
HC Financial Advisors
California
$4.44M -$74K -415 -2%
CBN
1209
Cadence Bank NA
Texas
$4.44M -$2.5K -14 -0.1%
MHIC
1210
Marble Harbor Investment Counsel
Massachusetts
$4.43M -$1.25M -7,006 -21%
Two Sigma Investments
1211
Two Sigma Investments
New York
$4.42M +$4.66M +26,155 New
ACM
1212
Adalta Capital Management
New York
$4.41M +$136K +763 +3%
CT
1213
Chicago Trust
Illinois
$4.4M +$324K +1,817 +8%
PDN
1214
Pensionfund DSM Netherlands
Netherlands
$4.4M +$4.63M +26,000 New
WG
1215
Welch Group
Alabama
$4.39M +$639K +3,584 +16%
KIC
1216
Keating Investment Counselors
Florida
$4.36M -$47.2K -265 -1%
RWA
1217
Ropes Wealth Advisors
Massachusetts
$4.35M -$146K -819 -3%
JEST
1218
JTC Employer Solutions Trustee
Jersey
$4.35M +$4.08M +22,870 +809%
OSNBOA
1219
Old Second National Bank of Aurora
Illinois
$4.33M -$9.98K -56 -0.2%
CAL
1220
Capital Analysts LLC
Pennsylvania
$4.33M +$7.31K +41 +0.2%
UF
1221
Univest Financial
Pennsylvania
$4.32M +$163K +915 +4%
RWA
1222
Roberts Wealth Advisors
California
$4.32M +$4.55M +25,519 New
BSA
1223
Bull Street Advisors
Georgia
$4.31M +$45.8K +257 +1%
HB
1224
Homrich & Berg
Georgia
$4.28M -$352K -1,974 -7%
TCOO
1225
Trust Company of Oklahoma
Oklahoma
$4.27M -$80.6K -452 -2%

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.