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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
TA
1701
TFG Advisers
Michigan
$1.94M +$22.8K +128 +1%
APWM
1702
Atlas Private Wealth Management
New York
$1.94M -$88.8K -498 -4%
CPWA
1703
Cerro Pacific Wealth Advisors
California
$1.94M +$285K +1,597 +16%
FFS
1704
Founders Financial Securities
Maryland
$1.93M -$24.8K -139 -1%
QC
1705
Quadrature Capital
United Kingdom
$1.93M -$7.78M -43,656 -79%
PIA
1706
Perennial Investment Advisors
California
$1.92M -$170K -955 -8%
NF
1707
Nikulski Financial
Iowa
$1.92M +$61.7K +346 +3%
SCM
1708
Sterneck Capital Management
Missouri
$1.92M +$27.1K +152 +1%
FC
1709
Forte Capital
New York
$1.92M +$12.7K +71 +0.6%
CHAM
1710
Clear Harbor Asset Management
Connecticut
$1.91M +$120K +673 +6%
CBT
1711
CoreFirst Bank & Trust
Kansas
$1.91M +$76.5K +429 +4%
PTP
1712
Platform Technology Partners
New York
$1.91M -$19.1K -107 -0.9%
IWP
1713
Icon Wealth Partners
Texas
$1.91M +$5.35K +30 +0.3%
NFG
1714
Northeast Financial Group
Pennsylvania
$1.91M +$400K +2,244 +25%
CPO
1715
Cerity Partners OCIO
New York
$1.91M +$399K +2,240 +25%
PP
1716
Prudential plc
United Kingdom
$1.91M -$31.5M -176,628 -94%
IWA
1717
Intercontinental Wealth Advisors
Texas
$1.9M -$25.3K -142 -1%
WWM
1718
WT Wealth Management
Arizona
$1.89M +$202K +1,131 +11%
OAM
1719
Oak Asset Management
California
$1.89M -$170K -953 -8%
CL
1720
Choreo LLC
Illinois
$1.89M +$77K +432 +4%
STC
1721
Sarah T. Connolly
$1.89M +$11.1K +62 +0.6%
MSFS
1722
Main Street Financial Solutions
Pennsylvania
$1.88M +$112K +631 +6%
LSV Asset Management
1723
LSV Asset Management
Illinois
$1.88M
FRA
1724
Front Row Advisors
California
$1.88M +$52.6K +295 +3%
PFSC
1725
Peoples Financial Services Corp
Pennsylvania
$1.87M +$32.1K +180 +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.