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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
LC
1226
Longitude (Cayman)
Cayman Islands
$4.26M -$143K -800 -3%
SCA
1227
STALEY CAPITAL ADVISERS
Pennsylvania
$4.25M -$12.5K -70 -0.3%
MJB
1228
Mark J. Bradley
$4.24M -$74K -415 -2%
MFS
1229
Monetta Financial Services
Illinois
$4.23M
IECM
1230
Intrinsic Edge Capital Management
Illinois
$4.23M +$4.46M +25,000 New
RFA
1231
Reilly Financial Advisors
California
$4.22M +$206K +1,156 +5%
BFO
1232
Boston Family Office
Massachusetts
$4.21M +$132K +739 +3%
RWM
1233
Ritholtz Wealth Management
New York
$4.21M +$156K +875 +4%
KNW
1234
Kesler Norman & Wride
Utah
$4.21M +$116K +650 +3%
JSMC
1235
Jess S. Morgan & Co
California
$4.21M +$386K +2,165 +10%
SFG
1236
SevenBridge Financial Group
Pennsylvania
$4.21M -$75.9K -426 -2%
GAM
1237
Gotham Asset Management
New York
$4.2M +$762K +4,276 +21%
WAS
1238
Winch Advisory Services
Wisconsin
$4.2M +$9.27K +52 +0.2%
FIM
1239
Fruth Investment Management
Texas
$4.2M -$41.4K -232 -0.9%
PFS
1240
Physicians Financial Services
North Carolina
$4.19M +$607K +3,404 +16%
CFMC
1241
Curbstone Financial Management Corp
New Hampshire
$4.18M -$56K -314 -1%
PAM
1242
Pegasus Asset Management
New York
$4.18M +$102K +574 +2%
ST
1243
Smithfield Trust
Pennsylvania
$4.18M +$129K +726 +3%
ECM
1244
Estabrook Capital Management
New York
$4.18M -$123K -690 -3%
AWM
1245
Altium Wealth Management
New York
$4.18M +$76.6K +430 +2%
APGDR
1246
Absoluto Partners Gestao de Recursos
Brazil
$4.14M -$3.57M -20,023 -45%
CA
1247
Commerzbank Aktiengesellschaft
Germany
$4.14M +$197K +1,107 +5%
BMC
1248
Beaton Management Company
Massachusetts
$4.14M
BA
1249
Bluesphere Advisors
Pennsylvania
$4.12M -$230K -1,291 -5%
MBT
1250
Montecito Bank & Trust
California
$4.11M -$467K -2,619 -10%

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.