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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
CCM
1851
Check Capital Management
California
$1.51M -$1.03M -5,800 -39%
PK
1852
Pflug Koory
Nebraska
$1.5M +$1.78K +10 +0.1%
BA
1853
Bridge Advisory
California
$1.49M -$26K -146 -2%
BI
1854
Bramshill Investments
Florida
$1.49M +$7.49K +42 +0.5%
AAM
1855
Aureus Asset Management
Massachusetts
$1.49M +$28.7K +161 +2%
AWM
1856
Aberdeen Wealth Management
Illinois
$1.49M -$35.6K -200 -2%
DP
1857
Dearborn Partners
Illinois
$1.49M -$31K -174 -2%
AWM
1858
Aries Wealth Management
Maine
$1.49M +$28.5K +160 +2%
AIP
1859
Almanack Investment Partners
Pennsylvania
$1.49M +$93.9K +527 +6%
JFL
1860
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.48M -$131K -735 -8%
FAM
1861
Formidable Asset Management
Ohio
$1.48M -$521K -2,923 -25%
CWM
1862
Chesapeake Wealth Management
Virginia
$1.47M +$221K +1,239 +17%
TIA
1863
Trust Investment Advisors
Indiana
$1.47M +$14.8K +83 +1%
CI
1864
Cavalier Investments
Georgia
$1.47M -$34.6K -194 -2%
SA
1865
SRH Advisors
Kansas
$1.47M +$1.49M +8,378 +2,783%
RHP
1866
Royal Harbor Partners
Texas
$1.47M +$7.13K +40 +0.5%
VFPI
1867
Vantage Financial Partners (Illinois)
Illinois
$1.46M -$44.6K -250 -3%
ISWM
1868
Independent Solutions Wealth Management
New York
$1.46M -$4.46K -25 -0.3%
EPA
1869
Element Pointe Advisors
Florida
$1.46M -$314K -1,763 -17%
PGWM
1870
Parisi Gray Wealth Management
New Jersey
$1.45M -$2.67K -15 -0.2%
WGCA
1871
Wolf Group Capital Advisors
Virginia
$1.45M -$12.8K -72 -0.8%
ACS
1872
Archford Capital Strategies
Illinois
$1.45M +$19.6K +110 +1%
HPWM
1873
Highland Private Wealth Management
Washington
$1.44M +$4.46K +25 +0.3%
ZIC
1874
ZWJ Investment Counsel
Georgia
$1.44M -$299K -1,680 -16%
BFM
1875
Boothbay Fund Management
New York
$1.44M -$248K -1,390 -14%

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.