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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
CCA
1251
Covey Capital Advisors
Georgia
$4.11M +$4.33M +24,318 New
OIA
1252
OneDigital Investment Advisors
Kansas
$4.11M +$197K +1,107 +5%
WIA
1253
Westbourne Investment Advisors
Maryland
$4.1M +$177K +993 +4%
CIG
1254
Consolidated Investment Group
Colorado
$4.09M
AF
1255
Allworth Financial
California
$4.09M +$825K +4,628 +24%
RBA
1256
Richard Bernstein Advisors
New York
$4.08M +$365K +2,049 +9%
JIC
1257
Joel Isaacson & Co
New York
$4.07M -$33.2K -186 -0.8%
IC
1258
Intersect Capital
California
$4.06M +$116K +648 +3%
JCM
1259
Jacobi Capital Management
Pennsylvania
$4.06M +$181K +1,016 +4%
NAMP
1260
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.05M -$22.3K -125 -0.5%
CWM
1261
Concentric Wealth Management
California
$4.04M -$13.4K -75 -0.3%
MCP
1262
Mirador Capital Partners
California
$4.04M +$20.3K +114 +0.5%
AT
1263
Arden Trust
Delaware
$4.03M +$60.4K +339 +1%
AMM
1264
American Money Management
California
$4.03M +$38.5K +216 +0.9%
TLP
1265
Trinity Legacy Partners
Texas
$4.02M +$116K +651 +3%
AIM
1266
AMI Investment Management
Indiana
$4.01M -$258K -1,448 -6%
SFS
1267
Sowell Financial Services
Arkansas
$4.01M -$606K -3,399 -13%
RW
1268
RVW Wealth
California
$4M
QIM
1269
Quest Investment Management
Oregon
$4M +$384K +2,154 +10%
SIM
1270
Stratos Investment Management
Ohio
$4M +$1.02M +5,722 +32%
RCAG
1271
Rehmann Capital Advisory Group
Michigan
$3.99M -$30.3K -170 -0.7%
BWA
1272
BDO Wealth Advisors
Florida
$3.99M +$142K +795 +3%
UCMOK
1273
United Capital Management of KS
Kansas
$3.98M +$312K +1,749 +8%
SFI
1274
Susquehanna Fundamental Investments
Pennsylvania
$3.98M -$1.34M -7,532 -24%
KA
1275
Kovack Advisors
Florida
$3.97M +$449K +2,518 +12%

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.