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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
FA
1626
Friess Associates
Delaware
$2.24M +$365K +2,047 +18%
TMC
1627
Trellus Management Company
Florida
$2.23M
JGC
1628
J. Goldman & Co
New York
$2.23M +$2.35M +13,195 New
SJIM
1629
St. Johns Investment Management
Florida
$2.23M -$113K -633 -5%
AF
1630
Advisornet Financial
Minnesota
$2.22M -$826K -4,636 -26%
HDIM
1631
Hanson & Doremus Investment Management
Vermont
$2.21M +$247K +1,387 +12%
TPCW
1632
TD Private Client Wealth
New York
$2.21M -$87.5K -491 -4%
LHC
1633
Little House Capital
Massachusetts
$2.21M -$358K -2,009 -13%
JWA
1634
JFS Wealth Advisors
Pennsylvania
$2.21M +$218K +1,223 +10%
WAG
1635
Winthrop Advisory Group
Massachusetts
$2.2M -$32.8K -184 -1%
1WA
1636
180 Wealth Advisors
Washington
$2.18M +$79.7K +447 +4%
RT
1637
Rockland Trust
Massachusetts
$2.18M +$28.7K +161 +1%
BOS
1638
Bank of Stockton
California
$2.18M -$90.7K -509 -4%
HCCM
1639
Hudson Canyon Capital Management
New York
$2.17M +$134K +750 +6%
NL
1640
NVWM LLC
Pennsylvania
$2.17M -$1.07M -6,008 -32%
AssetMark Inc
1641
AssetMark Inc
California
$2.16M +$125K +704 +6%
NERM
1642
New England Research & Management
Illinois
$2.16M +$412K +2,310 +22%
CWAG
1643
Compton Wealth Advisory Group
Virginia
$2.16M -$53.5K -300 -2%
AMIM
1644
Aull & Monroe Investment Management
Alabama
$2.16M -$31.2K -175 -1%
DIA
1645
Dean Investment Associates
Ohio
$2.15M -$132K -740 -5%
BSAM
1646
Blue Square Asset Management
New York
$2.15M +$42.2K +237 +2%
CTFG
1647
Capstone Triton Financial Group
Oklahoma
$2.15M -$25.7K -144 -1%
NPP
1648
New Potomac Partners
Maryland
$2.15M -$891 -5 -0%
I
1649
INVST
Indiana
$2.14M +$197K +1,107 +10%
MIM
1650
Moseley Investment Management
Florida
$2.14M +$37.1K +208 +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.