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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
QFA
1676
Quattro Financial Advisors
Texas
$2.04M -$31.2K -175 -1%
HIM
1677
HawsGoodwin Investment Management
Tennessee
$2.03M +$18.4K +103 +0.9%
PH
1678
Pinnacle Holdings
Oklahoma
$2.03M -$65.4K -367 -3%
FCM
1679
Fortis Capital Management
Washington
$2.02M
EM
1680
ELCO Management
New York
$2.02M +$20.5K +115 +1%
PMA
1681
Prudent Man Advisors
Illinois
$2.02M -$6.95K -39 -0.3%
JFGIW
1682
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.02M -$63.6K -357 -3%
PCA
1683
Pallas Capital Advisors
Massachusetts
$2.02M +$600K +3,365 +40%
FUBT
1684
First United Bank & Trust
Maryland
$2.02M +$18.9K +106 +0.9%
THWM
1685
Taylor Hoffman Wealth Management
Virginia
$2M -$2.67K -15 -0.1%
ACA
1686
Atlas Capital Advisors
Wyoming
$2M -$107K -600 -5%
IF
1687
Intrua Financial
Texas
$1.99M +$21K +118 +1%
BFO
1688
Biltmore Family Office
North Carolina
$1.99M +$686K +3,848 +49%
SP
1689
Symmetry Partners
Connecticut
$1.99M -$47.1K -264 -2%
AIC
1690
Argus Investors Counsel
New York
$1.99M -$1.98M -11,102 -49%
SMFG
1691
Sumitomo Mitsui Financial Group
Japan
$1.98M +$1.73M +9,703 +544%
CFG
1692
Cooper Financial Group
California
$1.98M -$13K -73 -0.6%
PWMG
1693
Prestige Wealth Management Group
New Jersey
$1.98M +$208K +1,166 +11%
CCM
1694
Coldstream Capital Management
Washington
$1.97M -$121K -678 -4%
SIM
1695
Studio Investment Management
Illinois
$1.97M +$2.08M +11,646 New
AIM
1696
Acropolis Investment Management
Missouri
$1.96M +$51.7K +290 +3%
DCM
1697
Delta Capital Management
New Jersey
$1.96M -$2.67K -15 -0.1%
FMLI
1698
Fukoku Mutual Life Insurance
Japan
$1.95M +$298K +1,670 +17%
LCM
1699
Leisure Capital Management
California
$1.95M +$43.7K +245 +2%
OFW
1700
Omnia Family Wealth
Florida
$1.95M -$10.7K -60 -0.5%

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.