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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
LA
2026
LVW Advisors
New York
$1.11M -$73.8K -414 -6%
BWM
2027
BCGM Wealth Management
Indiana
$1.11M +$109K +612 +10%
LNWTC
2028
Laird Norton Wetherby Trust Company
Washington
$1.11M +$135K +760 +13%
SLF
2029
Sun Life Financial
Ontario, Canada
$1.11M +$274K +1,540 +31%
WPA
2030
West Paces Advisors
Georgia
$1.11M +$59.9K +336 +5%
VC
2031
Veracity Capital
Georgia
$1.11M -$2.48M -13,923 -68%
PFC
2032
Phocas Financial Corp
California
$1.11M +$178 +1 +0%
DA
2033
Doliver Advisors
Texas
$1.1M +$159K +891 +16%
HWM
2034
Hemington Wealth Management
Virginia
$1.1M -$70K -393 -6%
PFA
2035
Pure Financial Advisors
California
$1.1M -$72.5K -407 -6%
WAM
2036
WNY Asset Management
New York
$1.1M +$164K +921 +16%
CMTU
2037
Capital Markets Trading (UK)
United Kingdom
$1.1M +$1.14M +6,372 New
AC
2038
Avenir Corporation
Virginia
$1.1M +$255K +1,428 +28%
RB
2039
Renasant Bank
Mississippi
$1.09M -$121K -681 -10%
AC
2040
Avestar Capital
New York
$1.09M -$13.7K -77 -1%
ESCM
2041
Echo Street Capital Management
New York
$1.09M +$1.15M +6,459 New
DM
2042
Delphi Management
Massachusetts
$1.09M -$16.4K -92 -1%
GSEP
2043
Golden State Equity Partners
California
$1.09M +$872K +4,892 +314%
FPS
2044
Fieldpoint Private Securities
Connecticut
$1.09M -$4.46K -25 -0.4%
HCP
2045
Hexagon Capital Partners
Arkansas
$1.08M -$13.2K -74 -1%
CWP
2046
Capital Wealth Planning
Florida
$1.08M -$365K -2,048 -24%
TI
2047
Telemetry Investments
New York
$1.08M -$152K -850 -12%
AFS
2048
Aft Forsyth & Sober
Florida
$1.08M
SAM
2049
Secure Asset Management
Michigan
$1.08M +$145K +812 +15%
GFG
2050
Greystone Financial Group
Michigan
$1.08M -$183K -1,028 -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.