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
Russell Investments Group
101
Russell Investments Group
United Kingdom
$250M +$43.2M +242,218 +20%
Swedbank
102
Swedbank
Sweden
$240M -$19.8M -111,364 -7%
BNP Paribas Asset Management
103
BNP Paribas Asset Management
France
$239M +$9.64M +54,071 +4%
OAG
104
Orbis Allan Gray
Bermuda
$234M -$104M -580,971 -30%
MSV
105
MN Services Vermogensbeheer
Netherlands
$230M +$3.81M +21,400 +2%
HighTower Advisors
106
HighTower Advisors
Illinois
$229M +$12.4M +69,290 +5%
PAMS
107
Pictet Asset Management (Switzerland)
Switzerland
$227M +$239M +1,340,748 New
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$223M -$127K -714 -0.1%
US Bancorp
109
US Bancorp
Minnesota
$219M -$3.81M -21,388 -2%
APG Asset Management
110
APG Asset Management
Netherlands
$216M -$71.4M -400,425 -21%
Robeco Institutional Asset Management
111
Robeco Institutional Asset Management
Netherlands
$213M -$3.93M -22,029 -2%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$213M +$82.3M +461,910 +58%
AT
113
AMF Tjänstepension
Sweden
$209M -$26.1M -146,210 -11%
Capital Research Global Investors
114
Capital Research Global Investors
California
$208M
EHC
115
Everett Harris & Co
California
$208M -$781K -4,383 -0.4%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$207M +$14.5M +81,477 +7%
HL
117
Harding Loevner
New Jersey
$204M -$8.18M -45,912 -4%
Schroder Investment Management Group
118
Schroder Investment Management Group
United Kingdom
$204M -$23.5M -131,562 -10%
Luther King Capital Management (LKCM)
119
Luther King Capital Management (LKCM)
Texas
$197M +$2.28M +12,819 +1%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$195M -$1.2M -6,732 -0.6%
Federated Hermes
121
Federated Hermes
Pennsylvania
$194M -$21.1M -118,245 -9%
Brown Advisory
122
Brown Advisory
Maryland
$190M +$2.78M +15,577 +1%
William Blair & Company
123
William Blair & Company
Illinois
$184M -$215K -1,207 -0.1%
TCA
124
Taconic Capital Advisors
New York
$183M +$9.63M +54,000 +5%
State of New Jersey Common Pension Fund D
125
State of New Jersey Common Pension Fund D
New Jersey
$181M -$1.07M -6,020 -0.6%

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.