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
SDWIA
1351
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.43M -$11.1K -62 -0.3%
CI
1352
Ceera Investments
Texas
$3.43M
NED
1353
Nancy E. Dempze
$3.42M +$10.3K +58 +0.3%
MIP
1354
Marietta Investment Partners
Wisconsin
$3.42M -$269K -1,510 -7%
MI
1355
Markston International
New York
$3.41M -$2.93M -16,436 -45%
HCA
1356
Horan Capital Advisors
Ohio
$3.41M +$117K +655 +3%
AIA
1357
Avalon Investment & Advisory
Texas
$3.41M -$25.6M -143,488 -88%
HWA
1358
Heritage Way Advisors
Illinois
$3.41M +$2.14K +12 +0.1%
JWM
1359
Jeppson Wealth Management
California
$3.4M -$8.02K -45 -0.2%
FCMT
1360
Founders Capital Management (Texas)
Texas
$3.39M -$220K -1,232 -6%
GDS
1361
Gimbel Daniel Scott
$3.38M
AF
1362
Ally Financial
Michigan
$3.38M +$3.56M +20,000 New
TSS
1363
Thomas Story & Son
Indiana
$3.38M +$4.28K +24 +0.1%
FFG
1364
Frisch Financial Group
New York
$3.36M -$108K -608 -3%
CGL
1365
Clarius Group LLC
Washington
$3.36M -$356 -2 -0%
VLC
1366
Van Leeuwen & Company
New Jersey
$3.36M +$2.76M +15,478 +353%
CAM
1367
Cypress Asset Management
Texas
$3.36M +$891 +5 +0%
LWAC
1368
Laurel Wealth Advisors (California)
California
$3.35M -$225K -1,265 -6%
MGIA
1369
Moneta Group Investment Advisors
Missouri
$3.33M -$170K -951 -5%
RIM
1370
Regent Investment Management
Kentucky
$3.32M -$123K -690 -3%
GIM
1371
Goelzer Investment Management
Indiana
$3.32M -$55.1K -309 -2%
RA
1372
Rational Advisors
New York
$3.31M +$3.49M +19,556 New
DTL
1373
Dynamic Technology Lab
Singapore
$3.3M +$1.04M +5,853 +43%
FA
1374
FDx Advisors
Illinois
$3.3M +$1.05M +5,872 +43%
QI
1375
QV Investors
Alberta, Canada
$3.29M -$2.1M -11,770 -38%

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.