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
LSPW
1926
Lake Street Private Wealth
Illinois
$1.33M +$46.2K +259 +3%
KOC
1927
Koss-Olinger Consulting
Florida
$1.32M -$1.44M -8,067 -51%
AFA
1928
AllGen Financial Advisors
Florida
$1.32M -$13.7M -76,586 -91%
RIG
1929
Roosevelt Investment Group
New York
$1.32M -$1.25K -7 -0.1%
IIC
1930
Integrated Investment Consultants
Michigan
$1.32M +$12.5K +70 +0.9%
WCG
1931
Weaver Consulting Group
California
$1.32M +$15K +84 +1%
SRC
1932
Stone Run Capital
New York
$1.31M -$1.16M -6,502 -46%
FPB
1933
First PREMIER Bank
South Dakota
$1.31M
MIM
1934
Merrion Investment Management
New Jersey
$1.3M +$24.2K +136 +2%
RM
1935
Resource Management
Louisiana
$1.3M +$95.5K +536 +7%
AW
1936
Alaethes Wealth
Nevada
$1.3M +$20.1K +113 +1%
BWA
1937
Bordeaux Wealth Advisors
California
$1.3M +$71.3K +400 +5%
IIM
1938
Intact Investment Management
Quebec, Canada
$1.28M +$232K +1,300 +21%
5L
1939
55I LLC
Massachusetts
$1.28M +$615K +3,449 +84%
WA
1940
WealthTrust Axiom
Pennsylvania
$1.28M
FCA
1941
FLC Capital Advisors
California
$1.28M +$14.4K +81 +1%
TW
1942
TrinityPoint Wealth
Connecticut
$1.28M +$317K +1,776 +31%
FP
1943
Fiduciary Planning
Florida
$1.28M -$74K -415 -5%
CMI
1944
Clare Market Investments
Texas
$1.28M +$357K +2,001 +36%
AWM
1945
Atticus Wealth Management
Florida
$1.27M -$152K -854 -10%
BCM
1946
BCK Capital Management
Connecticut
$1.27M
DA
1947
Detalus Advisors
Missouri
$1.27M -$1.43K -8 -0.1%
SC
1948
Saybrook Capital
North Carolina
$1.27M
HKIM
1949
Hayek Kallen Investment Management
Alabama
$1.27M +$7.67K +43 +0.6%
AL
1950
Arnhold LLC
New York
$1.26M

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.