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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
HCM
1501
Hall Capital Management
Rhode Island
$2.63M +$27.6K +155 +1%
RVM
1502
Robinson Value Management
Texas
$2.63M +$19.4K +109 +0.7%
SAM
1503
Steinberg Asset Management
New York
$2.63M -$3.56K -20 -0.1%
AFP
1504
Ausdal Financial Partners
Iowa
$2.62M -$1.69M -9,467 -38%
MMA
1505
Miracle Mile Advisors
California
$2.62M +$820K +4,601 +42%
MWM
1506
Midwest Wealth Management
Indiana
$2.61M +$36.5K +205 +1%
CCP
1507
Cassia Capital Partners
North Carolina
$2.61M +$2.75M +15,447 New
BOH
1508
Bank of Hawaii
Hawaii
$2.61M -$44.9K -252 -2%
RGC
1509
Roberts, Glore & Co
Illinois
$2.61M -$32.1K -180 -1%
HVP
1510
Hudson Value Partners
Florida
$2.6M -$17.8K -100 -0.6%
CA
1511
Continuum Advisory
Idaho
$2.6M +$467K +2,622 +18%
S
1512
Seeyond
France
$2.6M -$89.8K -504 -3%
JSC
1513
Jackson Square Capital
California
$2.6M -$702K -3,938 -20%
LJAC
1514
L.J. Altfest & Co
New York
$2.6M -$16.4K -92 -0.6%
SVWAG
1515
Sound View Wealth Advisors Group
Georgia
$2.6M +$33.5K +188 +1%
NDSI
1516
Newman Dignan & Sheerar Inc
Rhode Island
$2.59M -$39.2K -220 -1%
DTC
1517
Davidson Trust Company
Washington
$2.59M +$67.2K +377 +3%
KTC
1518
Kistler-Tiffany Companies
Pennsylvania
$2.59M +$13.5K +76 +0.5%
BFC
1519
Blue Fin Capital
Rhode Island
$2.59M +$67.9K +381 +3%
WOC
1520
West Oak Capital
California
$2.59M -$8.91K -50 -0.3%
CCA
1521
Checchi Capital Advisers
California
$2.58M +$33.2K +186 +1%
CFS
1522
Capital Financial Services
New York
$2.58M +$17.8K +100 +0.7%
NP
1523
NorthRock Partners
Minnesota
$2.57M +$211K +1,183 +9%
SCM
1524
SOL Capital Management
Maryland
$2.56M +$35.6K +200 +1%
CCA
1525
Conservest Capital Advisors
Pennsylvania
$2.56M

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.