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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
EM
1951
Excalibur Management
Massachusetts
$1.26M -$6.24K -35 -0.5%
GWMIA
1952
Global Wealth Management Investment Advisory
Florida
$1.26M +$107K +602 +9%
William Blair Investment Management
1953
William Blair Investment Management
Illinois
$1.26M -$59.4K -333 -4%
CRC
1954
Curi RMB Capital
Illinois
$1.26M +$23.5K +132 +2%
SIAP
1955
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.25M +$17.8K +100 +1%
EAM
1956
Evanson Asset Management
California
$1.25M +$91.8K +515 +8%
DL
1957
DOHJ LLC
Washington
$1.25M +$125K +703 +10%
CNC
1958
Citizens & Northern Corp
Pennsylvania
$1.25M -$42.6K -239 -3%
SB
1959
Sunflower Bank
Texas
$1.24M -$35.8K -201 -3%
BW
1960
Bison Wealth
Georgia
$1.24M -$243K -1,363 -16%
IIM
1961
Ipswich Investment Management
Massachusetts
$1.24M +$13.4K +75 +1%
PWSG
1962
Pacific Wealth Strategies Group
California
$1.24M -$25.8K -145 -2%
OWA
1963
Octavia Wealth Advisors
Ohio
$1.24M +$27.1K +152 +2%
CCC
1964
Chelsea Counsel Company
California
$1.23M -$17.8K -100 -1%
BCA
1965
Bray Capital Advisors
Florida
$1.23M
GCM
1966
Gables Capital Management
Florida
$1.23M -$67.7K -380 -5%
FBB
1967
Fulton Breakefield Broenniman
Maryland
$1.23M -$7.84K -44 -0.6%
PPP
1968
Private Portfolio Partners
New Jersey
$1.23M +$38.3K +215 +3%
OBWG
1969
Onyx Bridge Wealth Group
New York
$1.23M +$190K +1,067 +17%
HA
1970
Herold Advisors
New York
$1.23M +$1.29M +7,246 New
CA
1971
Calton & Associates
Florida
$1.22M -$318K -1,785 -20%
MA
1972
MONECO Advisors
Connecticut
$1.22M +$392K +2,202 +44%
BCP
1973
Berkeley Capital Partners
Georgia
$1.21M -$891 -5 -0.1%
PG
1974
Proffitt & Goodson
Tennessee
$1.21M -$1.6K -9 -0.1%
PWM
1975
PBMares Wealth Management
Virginia
$1.21M -$19.8K -111 -2%

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.