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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
LWM
1601
Loveless Wealth Management
Montana
$2.31M +$8.91K +50 +0.4%
AWE
1602
Avidian Wealth Enterprises
Texas
$2.31M +$642K +3,599 +36%
TCM
1603
Tandem Capital Management
New Jersey
$2.31M -$5.7K -32 -0.2%
LTI
1604
Laffer Tengler Investments
Tennessee
$2.31M +$754K +4,232 +45%
CNFG
1605
Creegan & Nassoura Financial Group
New Hampshire
$2.31M
ACG
1606
Allen Capital Group
Nebraska
$2.3M +$228K +1,281 +10%
OPS
1607
Orion Portfolio Solutions
Nebraska
$2.3M -$188K -1,053 -7%
SCI
1608
Stableford Capital II
Arizona
$2.3M -$935K -5,244 -28%
ECM
1609
EagleClaw Capital Management
Massachusetts
$2.29M +$205K +1,152 +9%
ATC
1610
Adirondack Trust Company
New York
$2.29M -$7.31K -41 -0.3%
BWL
1611
Bogart Wealth LLC
Virginia
$2.28M +$447K +2,507 +23%
MSU
1612
Mizuho Securities USA
New York
$2.28M +$47.4K +266 +2%
SN
1613
Sittner & Nelson
Oregon
$2.27M -$348K -1,953 -13%
BO
1614
BRR OpCo
Ohio
$2.27M -$31K -174 -1%
SCP
1615
Sandhill Capital Partners
New York
$2.27M +$43.5K +244 +2%
WP
1616
WealthSource Partners
California
$2.27M -$176K -986 -7%
XWM
1617
Xcel Wealth Management
Florida
$2.26M +$431K +2,420 +22%
SWA
1618
Stratos Wealth Advisors
Ohio
$2.25M -$320K -1,796 -12%
CCG
1619
Cypress Capital Group
Florida
$2.25M -$89.1K -500 -4%
JWCA
1620
J.W. Coons Advisors
Ohio
$2.25M -$83.1K -466 -3%
AAM
1621
Arabesque Asset Management
United Kingdom
$2.25M +$2.37M +13,315 New
BCA
1622
Bay Colony Advisors
Massachusetts
$2.25M +$172K +964 +8%
FIM
1623
Fernwood Investment Management
Massachusetts
$2.25M +$90.4K +507 +4%
NSB
1624
Norway Savings Bank
Maine
$2.24M +$24.4K +137 +1%
VLKIM
1625
Van Lanschot Kempen Investment Management
Netherlands
$2.24M -$1.18M -6,613 -33%

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.