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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
Bank of Nova Scotia
151
Bank of Nova Scotia
Ontario, Canada
$138M +$42.2M +236,956 +41%
LWCFA
152
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$137M -$478K -2,684 -0.3%
AM
153
Atreides Management
Massachusetts
$135M -$36.8M -206,531 -21%
MIFH
154
Migdal Insurance & Financial Holdings
Israel
$135M +$52.9M +296,633 +59%
Treasurer of the State of North Carolina
155
Treasurer of the State of North Carolina
North Carolina
$134M +$380K +2,130 +0.3%
DAM
156
Dorsey Asset Management
Illinois
$132M +$12.2M +68,182 +10%
Calamos Advisors
157
Calamos Advisors
Illinois
$131M +$2.71M +15,186 +2%
Comerica Bank
158
Comerica Bank
Texas
$127M +$59.2M +332,373 +81%
SCM
159
Shapiro Capital Management
Georgia
$126M +$4.54M +25,456 +4%
SEI Investments
160
SEI Investments
Pennsylvania
$125M +$81.1M +454,944 +161%
CK
161
Cohen Klingenstein
New York
$124M -$15.7M -88,179 -11%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$124M +$5.07M +28,457 +4%
SRIM
163
Saratoga Research & Investment Management
California
$122M +$2.19M +12,276 +2%
KFC
164
Klingenstein Fields & Co
New York
$120M -$1.26M -7,066 -1%
Assenagon Asset Management
165
Assenagon Asset Management
Luxembourg
$120M +$125M +701,787 +13,037%
Arrowstreet Capital
166
Arrowstreet Capital
Massachusetts
$119M -$171M -960,815 -58%
SC
167
Samlyn Capital
New York
$119M -$167M -937,100 -57%
CIBC World Market
168
CIBC World Market
Ontario, Canada
$115M -$22.1M -124,135 -15%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$113M +$9.13M +51,199 +8%
UCFA
170
United Capital Financial Advisors
Texas
$112M +$888K +4,982 +0.8%
BC
171
Bartlett & Co
Ohio
$110M -$536K -3,005 -0.5%
BCWM
172
Bartlett & Co Wealth Management
Ohio
$110M -$536K -3,005 -0.5%
Royal London Asset Management
173
Royal London Asset Management
United Kingdom
$109M -$2.49M -13,990 -2%
Kovitz Investment Group Partners
174
Kovitz Investment Group Partners
Illinois
$108M +$664K +3,727 +0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
175
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$108M +$54.4M +305,202 +92%

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.