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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
CPA
1401
Capital Planning Advisors
California
$3.18M -$42.1K -236 -1%
DT
1402
Diversified Trust
Tennessee
$3.18M +$417K +2,339 +14%
GAM
1403
Garrison Asset Management
Arkansas
$3.18M +$82.3K +462 +3%
FF
1404
FourThought Financial
Florida
$3.17M +$117K +654 +4%
HWA
1405
HCR Wealth Advisors
California
$3.17M -$19.8K -111 -0.6%
IAIM
1406
International Assets Investment Management
Florida
$3.16M +$270K +1,515 +8%
XF
1407
XML Financial
Maryland
$3.16M +$2.29M +12,822 +218%
SFA
1408
Sequoia Financial Advisors
Ohio
$3.16M -$7.5M -42,081 -69%
EP
1409
Eudaimonia Partners
Tennessee
$3.16M +$212K +1,191 +7%
SIMM
1410
Stillwater Investment Management (Minnesota)
Minnesota
$3.15M -$75.4K -423 -2%
DMBA
1411
Deseret Mutual Benefit Administrators
Utah
$3.15M +$1.83M +10,285 +124%
GCIG
1412
Grand Central Investment Group
Florida
$3.14M -$474K -2,662 -13%
VWA
1413
V Wealth Advisors
Kansas
$3.14M -$78.6K -441 -2%
COI
1414
Connable Office Inc
Michigan
$3.13M -$9.09K -51 -0.3%
WG
1415
Watchman Group
Texas
$3.13M +$54.9K +308 +2%
CHJWM
1416
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.12M +$39.6K +222 +1%
BBNA
1417
Bremer Bank National Association
Minnesota
$3.12M -$104K -582 -3%
LS
1418
Leelyn Smith
Illinois
$3.11M +$182K +1,021 +6%
BCFS
1419
Butensky & Cohen Financial Security
Florida
$3.1M +$10.7K +60 +0.3%
CIA
1420
Choate Investment Advisors
Massachusetts
$3.1M -$57.9K -325 -2%
IHL
1421
Investment House LLC
California
$3.09M -$75.9K -426 -2%
NAM
1422
NTV Asset Management
West Virginia
$3.09M +$276K +1,548 +9%
DFA
1423
Delta Financial Advisors
Louisiana
$3.08M +$10.3K +58 +0.3%
SC
1424
Sawyer & Company
Massachusetts
$3.08M -$118K -660 -3%
NAM
1425
NorthCoast Asset Management
Connecticut
$3.08M -$19.4K -109 -0.6%

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.