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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
KC
1451
Kingfisher Capital
North Carolina
$2.89M +$70.8K +397 +2%
YWP
1452
YorkBridge Wealth Partners
New York
$2.89M +$135K +759 +5%
SGA
1453
Strategic Global Advisors
California
$2.88M -$566K -3,177 -16%
BPM
1454
Bowling Portfolio Management
Ohio
$2.88M -$16K -90 -0.5%
MIM
1455
Miller Investment Management
Pennsylvania
$2.88M
GBT
1456
Grove Bank & Trust
Florida
$2.88M +$971K +5,448 +47%
SIM
1457
Sentry Investment Management
Wisconsin
$2.88M -$434K -2,436 -13%
SACTSONJ
1458
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.88M
EBT
1459
Enterprise Bank & Trust
Massachusetts
$2.86M -$45.3K -254 -1%
KF
1460
Krilogy Financial
Missouri
$2.85M +$77.9K +437 +3%
BP
1461
Ballentine Partners
Massachusetts
$2.85M -$92.9K -521 -3%
JFA
1462
JNBA Financial Advisors
Minnesota
$2.84M -$14.3K -80 -0.5%
KJHP
1463
K.J. Harrison & Partners
Ontario, Canada
$2.83M -$713K -4,000 -19%
PT
1464
Plimoth Trust
Massachusetts
$2.82M +$100K +562 +3%
DI
1465
DAGCO Inc
Ohio
$2.82M +$35.3K +198 +1%
DR
1466
Davis Rea
Ontario, Canada
$2.81M +$48.5K +272 +2%
TF
1467
Threadgill Financial
Texas
$2.79M +$2.84M +15,906 New
BC
1468
Burney Company
Virginia
$2.79M -$145K -815 -5%
BDS
1469
Banco de Sabadell
Florida
$2.78M -$10.3K -58 -0.4%
FBC
1470
Fairfield, Bush & Co
Connecticut
$2.77M -$2.77M -15,562 -49%
MBTD
1471
Mechanics Bank - Trust Department
California
$2.77M +$338K +1,894 +13%
GCM
1472
Geneva Capital Management
Wisconsin
$2.77M +$296K +1,658 +11%
EWM
1473
EPG Wealth Management
Georgia
$2.76M +$42.2K +237 +1%
GCAC
1474
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.75M +$416K +2,335 +17%
CC
1475
Constitution Capital
Connecticut
$2.75M -$500K -2,805 -15%

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.