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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
TBNY
1426
Trustco Bank (New York)
New York
$3.07M -$108K -605 -3%
CRIG
1427
Charter Research & Investment Group
Connecticut
$3.06M -$25.8K -145 -0.8%
AF
1428
Aldebaran Financial
$3.05M +$68.6K +385 +2%
NC
1429
Naman Capital
Brazil
$3.04M
CWP
1430
CFM Wealth Partners
Texas
$3.04M -$83.4K -468 -3%
AL
1431
Aspiriant LLC
California
$3.03M -$82.5K -463 -3%
PG
1432
Patten Group
Tennessee
$3.03M -$104K -582 -3%
MMPW
1433
Mitchell McLeod Pugh & Williams
Alabama
$2.99M +$50.6K +284 +2%
LFAS
1434
Level Four Advisory Services
Texas
$2.97M -$4.7M -26,384 -60%
BCM
1435
Birmingham Capital Management
Alabama
$2.97M -$80.2K -450 -3%
TAM
1436
Trust Asset Management
Texas
$2.97M +$211K +1,183 +7%
KPW
1437
Kore Private Wealth
New York
$2.96M +$204K +1,143 +7%
SXL
1438
Summit X LLC
Missouri
$2.96M +$79K +443 +3%
TGAM
1439
TBH Global Asset Management
Tennessee
$2.96M +$125K +700 +4%
SMH
1440
Sanders Morris Harris
Texas
$2.96M
CAM
1441
Covenant Asset Management
New Jersey
$2.95M +$62.6K +351 +2%
GHAM
1442
Gilman Hill Asset Management
Connecticut
$2.94M +$256K +1,437 +9%
CAG
1443
Csenge Advisory Group
Florida
$2.93M +$112K +626 +4%
MFG
1444
MidWestOne Financial Group
Iowa
$2.92M +$16.6K +93 +0.5%
FNBTCON
1445
First National Bank & Trust Co of Newtown
Pennsylvania
$2.92M -$116K -650 -4%
FFA
1446
Founders Financial Alliance
North Carolina
$2.92M -$101K -565 -3%
KJWM
1447
Kiley Juergens Wealth Management
Washington
$2.9M +$40.6K +228 +1%
GA
1448
GFS Advisors
Texas
$2.9M -$56K -314 -2%
RP
1449
Rowlandmiller & Partners
Georgia
$2.9M -$467K -2,621 -9%
CAI
1450
Capital Advisors Inc
Oklahoma
$2.9M -$1.3M -7,284 -30%

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.