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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
LFG
1901
Larson Financial Group
Missouri
$1.38M +$31.2K +175 +2%
SC
1902
Schulhoff & Co
Ohio
$1.37M +$15.2K +85 +1%
CWA
1903
Capital Wealth Alliance
Arizona
$1.37M +$35.3K +198 +3%
CPC
1904
Congress Park Capital
New York
$1.37M -$44.4K -249 -3%
JIP
1905
JBJ Investment Partners
South Carolina
$1.37M
CC
1906
Corsicana & Co
Texas
$1.37M +$33K +185 +2%
TPWA
1907
TRUE Private Wealth Advisors
Oregon
$1.36M
MSA
1908
Marino Stram & Associates
Massachusetts
$1.36M -$1.47M -8,262 -51%
IBOK
1909
Independence Bank of Kentucky
Kentucky
$1.36M +$12.1K +68 +0.9%
AA
1910
Apriem Advisors
California
$1.36M +$82.2K +461 +6%
CC
1911
Chicago Capital
Illinois
$1.36M +$4.99K +28 +0.4%
PWA
1912
Providence Wealth Advisors
Illinois
$1.35M +$8.91K +50 +0.7%
AI
1913
Accredited Investors
Minnesota
$1.35M -$17.3K -97 -1%
HWAM
1914
Hennion & Walsh Asset Management
New Jersey
$1.35M -$46.2K -259 -3%
ACH
1915
ArrowMark Colorado Holdings
Colorado
$1.35M -$5.17K -29 -0.4%
Simplex Trading
1916
Simplex Trading
Illinois
$1.34M +$130K +730 +11%
9WM
1917
9258 Wealth Management
Ohio
$1.34M +$129K +722 +10%
Westfield Capital Management
1918
Westfield Capital Management
Massachusetts
$1.34M -$1.78K -10 -0.1%
RWP
1919
RWA Wealth Partners
Massachusetts
$1.34M +$4.28K +24 +0.3%
TF
1920
Trek Financial
Arizona
$1.33M -$95.9K -538 -6%
SFWC
1921
Strategic Family Wealth Counselors
New Jersey
$1.33M +$11.6K +65 +0.8%
MPCG
1922
Matrix Private Capital Group
New York
$1.33M +$78.1K +438 +6%
IWS
1923
Insight Wealth Strategies
California
$1.33M +$78.6K +441 +6%
AMCA
1924
Arthur M. Cohen & Associates
Illinois
$1.33M +$1.78K +10 +0.1%
FIA
1925
Foundations Investment Advisors
Arizona
$1.33M +$36.4K +204 +3%

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.