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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
SIG
1376
Sky Investment Group
Connecticut
$3.28M +$46.2K +259 +1%
CPA
1377
Court Place Advisors
Maryland
$3.28M +$273K +1,530 +9%
PCP
1378
Proficio Capital Partners
Massachusetts
$3.27M -$19.4K -109 -0.6%
HCM
1379
Hollencrest Capital Management
California
$3.27M +$9.8K +55 +0.3%
VAS
1380
Vestmark Advisory Solutions
Massachusetts
$3.27M +$132K +741 +4%
Qube Research & Technologies (QRT)
1381
Qube Research & Technologies (QRT)
United Kingdom
$3.27M -$23.6M -132,250 -87%
VMPIC
1382
Varma Mutual Pension Insurance Co
Finland
$3.26M
BEC
1383
Blue Edge Capital
Virginia
$3.25M +$67.4K +378 +2%
LC
1384
Lindbrook Capital
California
$3.24M +$42.8K +240 +1%
HCM
1385
Highlander Capital Management
New Jersey
$3.24M -$80.2K -450 -2%
JHCP
1386
Jackson Hole Capital Partners
Oklahoma
$3.24M +$281K +1,579 +9%
FWM
1387
Fairhaven Wealth Management
Illinois
$3.24M +$387K +2,171 +13%
CCFCSB
1388
Cape Cod Five Cents Savings Bank
Massachusetts
$3.24M +$249K +1,395 +8%
BWM
1389
BigSur Wealth Management
Florida
$3.23M
CI
1390
Conning Inc
Connecticut
$3.23M -$324K -1,816 -9%
MPAM
1391
Murphy Pohlad Asset Management
Minnesota
$3.23M
DPIM
1392
Duff & Phelps Investment Management
Illinois
$3.22M -$75.8K -425 -2%
MCC
1393
Malaga Cove Capital
California
$3.22M -$12.5K -70 -0.4%
CCM
1394
Compton Capital Management
Rhode Island
$3.22M +$22.3K +125 +0.7%
Voloridge Investment Management
1395
Voloridge Investment Management
Florida
$3.22M +$3.39M +19,009 New
CWM
1396
Cornerstone Wealth Management
Missouri
$3.21M +$79K +443 +2%
ED
1397
Exane Derivatives
France
$3.21M -$832K -4,670 -20%
SOAMC
1398
Spirit of America Management Corp
New York
$3.21M +$205K +1,150 +6%
AI
1399
ArchPoint Investors
Florida
$3.2M +$161K +906 +5%
CAAS
1400
Capital Asset Advisory Services
Michigan
$3.19M -$658K -3,689 -16%

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.