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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
CPIG
2076
Chicago Partners Investment Group
Illinois
$1.04M -$61.7K -346 -5%
MMG
2077
Monetary Management Group
Missouri
$1.04M +$245K +1,375 +29%
KWP
2078
Keystone Wealth Partners
Arizona
$1.03M +$218K +1,221 +25%
FM
2079
Foster & Motley
Ohio
$1.03M -$9.98K -56 -0.9%
CA
2080
Crumly & Associates
Illinois
$1.03M -$29.9K -168 -3%
HKAM
2081
Horizon Kinetics Asset Management
New York
$1.03M -$11.9K -67 -1%
FC
2082
FCA Corp
Texas
$1.03M -$17.8K -100 -1%
KWM
2083
Keebeck Wealth Management
Illinois
$1.03M -$10.5K -59 -1%
MA
2084
MCF Advisors
Kentucky
$1.02M +$30.3K +170 +3%
FCA
2085
FinTrust Capital Advisors
South Carolina
$1.02M -$14.4K -81 -1%
HIC
2086
Harvey Investment Company
Kentucky
$1.02M
IPW
2087
Inlet Private Wealth
Florida
$1.02M
NFSG
2088
Newbridge Financial Services Group
Florida
$1.02M +$34.2K +192 +3%
ROTUOC
2089
Regents of the University of California
California
$1.01M
SC
2090
Shay Capital
New York
$1.01M +$789K +4,427 +281%
T
2091
TOBAM
France
$1.01M -$38.7K -217 -3%
FCFC
2092
First Commonwealth Financial Corp
Pennsylvania
$1.01M -$67.6K -379 -6%
CS
2093
Cannell & Spears
New York
$1.01M
DIM
2094
Delta Investment Management
California
$1.01M
AIM
2095
Alhambra Investment Management
Florida
$1.01M -$16K -90 -1%
LWA
2096
Lineweaver Wealth Advisors
Ohio
$1.01M +$80.7K +453 +8%
GWM
2097
Gray Wealth Management
Maine
$1M -$87.3K -490 -8%
CIC
2098
Chilton Investment Company
Connecticut
$1M -$41K -230 -4%
DAM
2099
Derbend Asset Management
Georgia
$999K
RIM
2100
Redwood Investment Management
Arizona
$999K +$306K +1,716 +41%

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.