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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
BONH
1476
Bank of New Hampshire
New Hampshire
$2.74M
NFG
1477
Nations Financial Group
Iowa
$2.73M +$637K +3,576 +29%
WA1
1478
Wimmer Associates 1
California
$2.72M -$47.6K -267 -2%
KFGK
1479
Keystone Financial Group (Kentucky)
Kentucky
$2.72M -$217K -1,220 -7%
WPW
1480
Waldron Private Wealth
Pennsylvania
$2.72M +$488K +2,739 +21%
MM
1481
Meridian Management
Arkansas
$2.71M +$29.9K +168 +1%
WA
1482
WestEnd Advisors
North Carolina
$2.71M
HT
1483
HighTower Trust
Texas
$2.7M +$63.6K +357 +2%
SWM
1484
Sculati Wealth Management
Michigan
$2.7M +$16.8K +94 +0.6%
WBC
1485
West Branch Capital
Massachusetts
$2.7M -$36.9K -207 -1%
BMC
1486
Benin Management Corp
Connecticut
$2.69M
ETC
1487
Exchange Traded Concepts
Oklahoma
$2.68M +$220K +1,237 +8%
PCA
1488
Peddock Capital Advisors
Massachusetts
$2.68M +$33.3K +187 +1%
AAM
1489
Auxier Asset Management
Oregon
$2.68M -$48.1K -270 -2%
CIA
1490
Cohen Investment Advisors
New Hampshire
$2.67M -$1.07K -6 -0%
MSAM
1491
Moloney Securities Asset Management
Missouri
$2.67M +$40.3K +226 +1%
CVM
1492
Cheviot Value Management
California
$2.66M +$7.31K +41 +0.3%
PRS
1493
Pinkerton Retirement Specialists
Idaho
$2.66M +$66.8K +375 +2%
OLA
1494
Oliver Luxxe Assets
New Jersey
$2.65M +$161K +901 +6%
LOAMS
1495
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.65M +$893K +5,012 +42%
PHM
1496
Prospect Hill Management
New Jersey
$2.65M
BGC
1497
Birch Grove Capital
New York
$2.65M
VF
1498
Virtu Financial
New York
$2.64M -$506K -2,838 -15%
LM
1499
Lincluden Management
Ontario, Canada
$2.64M +$103K +579 +4%
FMBTD
1500
First Midwest Bank Trust Division
Illinois
$2.63M -$6.06K -34 -0.2%

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.