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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
JF
1276
JSF Financial
California
$3.97M +$1.64M +9,178 +64%
NCGI
1277
Next Century Growth Investors
Minnesota
$3.95M +$683K +3,831 +20%
HIM
1278
Harbour Investment Management
Washington
$3.93M -$309K -1,732 -7%
VBFG
1279
Vishria Bird Financial Group
Tennessee
$3.92M +$123K +691 +3%
ACP
1280
Aviance Capital Partners
Florida
$3.91M +$109K +614 +3%
IR
1281
IAT Reinsurance
New York
$3.9M +$7.67K +43 +0.2%
EF
1282
Empirical Finance
Pennsylvania
$3.9M +$227K +1,275 +6%
FIM
1283
Freedom Investment Management
Connecticut
$3.89M -$207K -1,160 -5%
SMC
1284
Smith, Moore & Co
Missouri
$3.89M -$19.1K -107 -0.5%
AMI
1285
Amica Mutual Insurance
Rhode Island
$3.85M
CIAS
1286
Capital Investment Advisory Services
North Carolina
$3.85M +$162K +907 +4%
AFA
1287
Arlington Financial Advisors
California
$3.85M +$16.9K +95 +0.4%
GLLW
1288
Graves Light Lenhart Wealth
Virginia
$3.85M +$128K +720 +3%
BP
1289
BBR Partners
New York
$3.83M -$60.2K -338 -1%
AFM
1290
Abbot Financial Management
Massachusetts
$3.83M
NC
1291
NovaPoint Capital
Georgia
$3.83M +$277K +1,556 +7%
BA
1292
Bristlecone Advisors
Washington
$3.8M +$8.91K +50 +0.2%
IA
1293
IFG Advisory
Georgia
$3.78M +$165K +926 +4%
FTB
1294
First Trust Bank
Bahamas
$3.77M
SFS
1295
Strategic Financial Services
New York
$3.76M -$251K -1,407 -6%
IAN
1296
Integrated Advisors Network
Texas
$3.76M +$594K +3,332 +18%
PP
1297
Professional Planning
California
$3.76M +$670K +3,757 +20%
SFG
1298
Summit Financial Group
West Virginia
$3.75M +$458K +2,569 +13%
PBT
1299
Pictet Bank & Trust
Bahamas
$3.75M +$185K +1,040 +5%
CCM
1300
Condor Capital Management
New Jersey
$3.73M +$51.5K +289 +1%

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.