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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
MCM
1826
Manchester Capital Management
Vermont
$1.57M +$146K +817 +10%
KWMG
1827
King Wealth Management Group
Florida
$1.56M -$15K -84 -0.9%
HA
1828
Hamel Associates
New Jersey
$1.56M
CSPIA
1829
Cary Street Partners Investment Advisory
Virginia
$1.56M -$225K -1,264 -12%
AWP
1830
Ascent Wealth Partners
New York
$1.56M +$37.6K +211 +2%
BWM
1831
Bulltick Wealth Management
Florida
$1.55M +$219K +1,231 +15%
SWM
1832
Stockman Wealth Management
Montana
$1.55M +$20.1K +113 +1%
VWA
1833
Visionary Wealth Advisors
Illinois
$1.55M -$235K -1,316 -13%
KLCM
1834
KG&L Capital Management
Louisiana
$1.54M +$272K +1,524 +20%
ACM
1835
AlphaStar Capital Management
North Carolina
$1.54M +$891K +5,001 +125%
BL
1836
Balentine LLC
Georgia
$1.54M +$789K +4,424 +95%
W
1837
WealthOne
New York
$1.53M -$82.2K -461 -5%
PG
1838
Prostatis Group
Maryland
$1.53M +$116K +652 +8%
BOC
1839
Barbara Oil Co
Illinois
$1.52M
DG
1840
DigitalBridge Group
Florida
$1.52M +$1.6M +9,000 New
CCG
1841
Chatham Capital Group
Georgia
$1.52M
MW
1842
Marcum Wealth
Ohio
$1.52M +$89.7K +503 +6%
FWP
1843
FAS Wealth Partners
Kansas
$1.52M +$124K +696 +8%
ZIG
1844
Zuckerman Investment Group
Illinois
$1.52M +$191K +1,070 +14%
WIS
1845
Wright Investors Service
Connecticut
$1.52M -$340K -1,905 -17%
SWM
1846
Salvus Wealth Management
New Jersey
$1.52M +$86.1K +483 +6%
QI
1847
Qtron Investments
Massachusetts
$1.51M -$321K -1,800 -17%
HCM
1848
Harvey Capital Management
Florida
$1.51M -$26.7K -150 -2%
NAS
1849
Nicolet Advisory Services
Wisconsin
$1.51M -$61.3K -344 -4%
UAML
1850
US Asset Management LLC
Pennsylvania
$1.51M +$1.59M +8,923 New

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.