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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
1976
Crew Capital Management
Ohio
$1.21M
MFG
1977
Merit Financial Group
Georgia
$1.21M +$19.3K +108 +2%
AIM
1978
Allen Investment Management
New York
$1.21M +$518K +2,905 +69%
LB
1979
Legacy Bridge
Iowa
$1.21M +$13.4K +75 +1%
MFG
1980
Menard Financial Group
Texas
$1.2M +$133K +747 +12%
CCMT
1981
CMT Capital Markets Trading
Germany
$1.2M -$20.1M -113,008 -94%
BDFN
1982
Bond & Devick Financial Network
Minnesota
$1.2M +$2.5K +14 +0.2%
SIA
1983
Soltis Investment Advisors
Utah
$1.2M +$32.4K +182 +3%
FPCM
1984
Financial Partners Capital Management
New York
$1.2M -$36.9K -207 -3%
AIM
1985
Aspen Investment Management
Michigan
$1.2M +$26.7K +150 +2%
CPSAC
1986
Chas P. Smith & Associates (CPS)
Florida
$1.2M +$54.2K +304 +4%
SFG
1987
SNS Financial Group
Minnesota
$1.2M -$80.4K -451 -6%
SWP
1988
Strategic Wealth Partners
Ohio
$1.2M +$82.2K +461 +7%
LF
1989
LifeSteps Financial
California
$1.19M -$1.6K -9 -0.1%
AI
1990
AdvisorShares Investments
Maryland
$1.19M +$45.6K +256 +4%
LC
1991
Landaas & Company
Wisconsin
$1.19M
GC
1992
Grace Capital
Massachusetts
$1.19M +$230K +1,293 +23%
JDR
1993
Jay D. Rosenbaum
$1.19M +$891 +5 +0.1%
BOPW
1994
Brandywine Oak Private Wealth
Pennsylvania
$1.19M -$15.7K -88 -1%
PMFA
1995
Plante Moran Financial Advisors
Michigan
$1.18M +$32.3K +181 +3%
HEIP
1996
Hudson Edge Investment Partners
New Jersey
$1.18M -$10.7K -60 -0.9%
B
1997
Bridgeworth
Alabama
$1.18M -$7.84K -44 -0.6%
PWM
1998
PRW Wealth Management
Massachusetts
$1.18M -$2.05M -11,527 -62%
VIM
1999
Vista Investment Management
Pennsylvania
$1.17M -$12.3K -69 -1%
WAOTB
2000
Wealth Advisors of Tampa Bay
Florida
$1.17M +$620K +3,480 +101%

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.