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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
HIC
1576
Hartline Investment Corp
Illinois
$2.36M
JCM
1577
Jacobsen Capital Management
Utah
$2.36M +$74.3K +417 +3%
CL
1578
CPWM LLC
Washington
$2.36M -$13.4K -75 -0.5%
MPPW
1579
Mitchell & Pahl Private Wealth
Oklahoma
$2.35M +$44.6K +250 +2%
SSI
1580
Scott & Selber Inc
Texas
$2.35M -$74.3K -417 -3%
C
1581
Certuity
Florida
$2.35M -$45.3K -254 -2%
VIA
1582
Vickerman Investment Advisors
Washington
$2.35M +$2.47M +13,863 New
EA
1583
Ellsworth Advisors
Ohio
$2.34M -$217K -1,216 -8%
ACM
1584
Allred Capital Management
Texas
$2.34M -$128K -717 -5%
IC
1585
Inscription Capital
Texas
$2.34M -$1.15M -6,467 -32%
VBCG
1586
Valley Brook Capital Group
Pennsylvania
$2.34M +$9.8K +55 +0.4%
GWSG
1587
GPS Wealth Strategies Group
Colorado
$2.34M -$2.14K -12 -0.1%
GWS
1588
Glassman Wealth Services
Virginia
$2.34M +$62K +348 +3%
WPW
1589
Warther Private Wealth
Ohio
$2.34M +$261K +1,464 +12%
AWS
1590
AJ Wealth Strategies
New York
$2.33M +$29.9K +168 +1%
PA
1591
Procyon Advisors
Connecticut
$2.33M +$155K +868 +7%
TFS
1592
Thoroughbred Financial Services
Tennessee
$2.33M +$79.9K +448 +3%
VIA
1593
Vident Investment Advisory
Georgia
$2.33M +$99.1K +556 +4%
SG
1594
Somerset Group
Minnesota
$2.33M +$3.39K +19 +0.1%
MCM
1595
Monarch Capital Management
Indiana
$2.33M +$128K +716 +5%
WWM
1596
Windsor Wealth Management
Indiana
$2.32M +$59.2K +332 +3%
BSG
1597
Black Swift Group
Colorado
$2.32M -$1.86M -10,434 -43%
NEAM
1598
New England Asset Management
Connecticut
$2.31M
BSB
1599
Bangor Savings Bank
Maine
$2.31M +$154K +865 +7%
SPFA
1600
Summit Place Financial Advisors
New Jersey
$2.31M +$283K +1,590 +13%

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.