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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
JHP
2051
James Hambro & Partners
United Kingdom
$1.08M +$32.4K +182 +3%
AA
2052
Addison Advisors
Vermont
$1.08M -$51.7K -290 -4%
CWM
2053
Connecticut Wealth Management
Connecticut
$1.08M +$107K +599 +10%
MFG
2054
Monte Financial Group
Connecticut
$1.08M -$10.5K -59 -0.9%
FBT
2055
First Bankers Trust
Kentucky
$1.07M -$14.4K -81 -1%
BPCA
2056
Bank Pictet & Cie (Asia)
Singapore
$1.07M +$8.56K +48 +0.8%
TSS
2057
Two Sigma Securities
New York
$1.07M +$818K +4,588 +265%
GWCM
2058
Godshalk Welsh Capital Management
Pennsylvania
$1.07M +$6.24K +35 +0.6%
CSA
2059
Cottage Street Advisors
Massachusetts
$1.06M +$28.2K +158 +3%
AHB
2060
Abner Herrman & Brock
New Jersey
$1.06M -$21.4K -120 -2%
IP
2061
Intellectus Partners
California
$1.06M -$99.6K -559 -8%
AFA
2062
American Financial Advisors
Georgia
$1.06M -$27.3K -153 -2%
AA
2063
Argent Advisors
Louisiana
$1.06M +$24.6K +138 +2%
STAS
2064
Strong Tower Advisory Services
Minnesota
$1.06M +$1.09M +6,119 New
BCFD
2065
Boit C.F. David
$1.06M +$107K +600 +11%
HC
2066
Hoese & Co
Minnesota
$1.05M -$41.9K -235 -4%
PP
2067
PDS Planning
Ohio
$1.05M +$89.5K +502 +9%
CWA
2068
Clarity Wealth Advisors
California
$1.05M -$37.3K -209 -3%
WA
2069
Waverly Advisors
Alabama
$1.05M +$457K +2,562 +66%
JGIA
2070
Jackson Grant Investment Advisers
Connecticut
$1.05M -$1.96K -11 -0.2%
OWA
2071
Opal Wealth Advisors
New York
$1.05M +$199K +1,117 +22%
SRSA
2072
S.R. Schill & Associates
Washington
$1.04M +$296K +1,662 +37%
TCM
2073
Tradewinds Capital Management
Washington
$1.04M -$8.91K -50 -0.8%
PL
2074
Plancorp LLC
Missouri
$1.04M +$150K +839 +16%
MS
2075
Mizuho Securities
Japan
$1.04M -$1.84M -10,341 -63%

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.