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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
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$177M -$183K -1,026 -0.1%
RJFSA
127
Raymond James Financial Services Advisors
Florida
$175M -$5.88M -32,980 -3%
Nordea Investment Management
128
Nordea Investment Management
Sweden
$173M +$3.29M +18,439 +2%
MPI
129
Mairs & Power Inc
Minnesota
$170M -$2.46M -13,817 -1%
Mitsubishi UFJ Trust & Banking
130
Mitsubishi UFJ Trust & Banking
Japan
$169M -$8.79M -49,293 -5%
Asset Management One
131
Asset Management One
Japan
$168M -$6.24M -35,033 -3%
Citadel Advisors
132
Citadel Advisors
Florida
$164M +$172M +967,222 New
State of Tennessee, Department of Treasury
133
State of Tennessee, Department of Treasury
Tennessee
$161M +$592K +3,321 +0.4%
IIP
134
Intermede Investment Partners
United Kingdom
$160M -$1.69M -9,498 -1%
Mackenzie Financial
135
Mackenzie Financial
Ontario, Canada
$159M -$10.1M -56,573 -6%
Mitsubishi UFJ Asset Management
136
Mitsubishi UFJ Asset Management
Japan
$154M +$13.5M +75,615 +9%
SC
137
Scotia Capital
Ontario, Canada
$153M +$14.4M +80,706 +10%
Aviva
138
Aviva
United Kingdom
$152M -$2.24M -12,542 -1%
MCM
139
Marsico Capital Management
Colorado
$150M -$63.8M -357,935 -29%
N
140
Natixis
France
$150M +$54.1M +303,700 +52%
SAM
141
Storebrand Asset Management
Norway
$150M -$636K -3,569 -0.4%
Jennison Associates
142
Jennison Associates
New York
$148M -$25.5M -143,236 -14%
Osaic Holdings
143
Osaic Holdings
Arizona
$147M +$6.46M +36,244 +4%
RCAMU
144
Rothschild & Co Asset Management US
Connecticut
$144M -$2.85M -15,974 -2%
SO
145
STRS Ohio
Ohio
$142M -$8.37M -46,977 -5%
NAMA
146
Nikko Asset Management Americas
New York
$142M +$1.2M +6,721 +0.8%
HHII
147
H&H International Investment
California
$142M
Retirement Systems of Alabama
148
Retirement Systems of Alabama
Alabama
$141M -$15.5M -87,122 -9%
Aberdeen Group
149
Aberdeen Group
United Kingdom
$140M +$4.06M +22,755 +3%
SIM
150
Sprucegrove Investment Management
Ontario, Canada
$139M +$4.58M +25,700 +3%

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.