We are live on ! Find out more
DIS icon

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
LWMM
1751
Legacy Wealth Management (Mississippi)
Mississippi
$1.81M +$535 +3 +0%
VCA
1752
Verdence Capital Advisors
Maryland
$1.81M -$123K -692 -6%
AIC
1753
Archer Investment Corporation
Indiana
$1.81M -$1.25K -7 -0.1%
WMG
1754
WESCAP Management Group
California
$1.79M -$10.7K -60 -0.6%
IAS
1755
IMA Advisory Services
Colorado
$1.79M +$125K +704 +7%
GPA
1756
Garrison Point Advisors
California
$1.78M +$1.6K +9 +0.1%
SCA
1757
Sippican Capital Advisors
Massachusetts
$1.78M
CA
1758
Claro Advisors
Massachusetts
$1.77M +$31.7K +178 +2%
SG
1759
StoneX Group
New York
$1.77M +$196K +1,097 +12%
SP
1760
Successful Portfolios
Florida
$1.77M +$5.88K +33 +0.3%
CPA
1761
Clear Perspective Advisors
Illinois
$1.77M -$108K -607 -5%
SS
1762
Simplicity Solutions
Minnesota
$1.77M +$204K +1,145 +12%
OPA
1763
Old Port Advisors
Maine
$1.77M -$42.4K -238 -2%
VWM
1764
Vigilare Wealth Management
Arizona
$1.77M -$233K -1,307 -11%
BWP
1765
Baldwin Wealth Partners
Massachusetts
$1.76M -$1.78K -10 -0.1%
DAM
1766
Doheny Asset Management
California
$1.76M -$303K -1,700 -14%
TFS
1767
TrustCore Financial Services
Tennessee
$1.76M -$39.9K -224 -2%
HCM
1768
Hodges Capital Management
Texas
$1.76M -$143K -800 -7%
IWA
1769
IVC Wealth Advisors
Pennsylvania
$1.76M +$56.3K +316 +3%
OF
1770
Outfitter Financial
Maine
$1.76M -$1.78K -10 -0.1%
JIP
1771
Jaffetilchin Investment Partners
Florida
$1.74M -$67.4K -378 -4%
EFSCE
1772
Enterprise Financial Services Corp (EFSC)
Missouri
$1.74M +$1.08M +6,067 +145%
PSB
1773
Piscataqua Savings Bank
New Hampshire
$1.73M
IAS
1774
Investment Advisory Services
Texas
$1.73M +$44.7K +251 +3%
VWM
1775
Valley Wealth Managers
New Jersey
$1.73M -$89.1K -500 -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.