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
AWA
1776
Alta Wealth Advisors
Massachusetts
$1.73M +$6.59K +37 +0.4%
ZB
1777
Zions Bancorporation
Utah
$1.73M +$132K +741 +8%
DCM
1778
Dimension Capital Management
Florida
$1.72M -$80.6K -452 -4%
OA
1779
Oxbow Advisors
Texas
$1.72M -$74.2K -416 -4%
CPA
1780
Cowen Prime Advisors
New York
$1.72M +$1.81M +10,160 New
HC
1781
Hendley & Co
Ohio
$1.71M -$41.9K -235 -2%
ZCI
1782
Zevenbergen Capital Investments
Washington
$1.71M -$101K -565 -5%
CAIMH
1783
Central Asset Investments & Management Holdings
Hong Kong
$1.71M +$1.3M +7,300 +259%
BO
1784
Bank OZK
Arkansas
$1.71M +$53.5K +300 +3%
BFM
1785
Boston Financial Management
Massachusetts
$1.71M +$309K +1,733 +21%
BIM
1786
Baldwin Investment Management
Pennsylvania
$1.7M +$11.6K +65 +0.7%
FLI
1787
Family Legacy Inc
South Carolina
$1.7M +$175K +984 +11%
TWM
1788
TriaGen Wealth Management
California
$1.69M
MWM
1789
Mattern Wealth Management
Kansas
$1.69M +$7.49K +42 +0.4%
MCM
1790
Mainstay Capital Management
Michigan
$1.68M +$289K +1,621 +19%
APG
1791
Abacus Planning Group
South Carolina
$1.68M -$40.1K -225 -2%
CBA
1792
Coastal Bridge Advisors
Connecticut
$1.68M +$14.1K +79 +0.8%
MWM
1793
Modera Wealth Management
New Jersey
$1.68M +$62.4K +350 +4%
AG
1794
AIA Group
Hong Kong
$1.68M +$383K +2,146 +28%
CBT
1795
Central Bank & Trust
Kentucky
$1.67M -$546K -3,066 -24%
COF
1796
Capital One Financial
Virginia
$1.67M -$121K -679 -6%
TA
1797
Tiedemann Advisors
New York
$1.66M -$240K -1,348 -12%
BG
1798
Benedetti & Gucer
Georgia
$1.66M -$43.7K -245 -2%
MPW
1799
Monterey Private Wealth
California
$1.66M +$13.7K +77 +0.8%
EN1L
1800
Engine No 1 LLC
California
$1.66M +$713K +3,999 +69%

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.