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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
TIM
2101
Thompson Investment Management
Wisconsin
$998K -$4.81K -27 -0.5%
DDC
2102
DF Dent & Co
Maryland
$997K +$18.5K +104 +2%
IA
2103
IFG Advisors
Missouri
$996K +$3.39K +19 +0.3%
SIA
2104
Strategic Investment Advisors
Michigan
$996K +$1.05M +5,889 New
BIM
2105
Barton Investment Management
Pennsylvania
$995K
NW
2106
NewEdge Wealth
Pennsylvania
$991K -$31.4K -176 -3%
GSIS
2107
Global Strategic Investment Solutions
Arizona
$990K
BMA
2108
Brooks Moore & Associates
Tennessee
$989K -$866K -4,857 -45%
MCM
2109
Maple Capital Management
Vermont
$988K
WDC
2110
Woodward Diversified Capital
California
$987K -$7.13K -40 -0.7%
AIC
2111
Ayalon Insurance Company
Israel
$984K
CIA
2112
Cascade Investment Advisors
Oregon
$983K -$919K -5,155 -47%
WIC
2113
Wilkins Investment Counsel
Massachusetts
$981K
GM
2114
Granger Management
New York
$979K
SAM
2115
Smithbridge Asset Management
Pennsylvania
$978K
LFF
2116
Level Four Financial
Texas
$976K -$83.1K -466 -7%
TFO
2117
Tarbox Family Office
California
$974K -$186K -1,043 -15%
CGH
2118
CMG Global Holdings
Texas
$974K -$98K -550 -9%
FNBOSM
2119
First National Bank of South Miami
Florida
$973K +$21.4K +120 +2%
PIP
2120
Peachtree Investment Partners
Florida
$970K -$35.1K -197 -3%
CASB
2121
Cape Ann Savings Bank
Massachusetts
$970K +$17.6K +99 +2%
RWP
2122
Ridgecrest Wealth Partners
California
$969K +$34.6K +194 +4%
OFS
2123
Orrstown Financial Services
Pennsylvania
$967K -$79K -443 -7%
LW
2124
Linscomb Wealth
Texas
$966K -$80.9K -454 -7%
PCH
2125
PGIM Custom Harvest
New Jersey
$966K +$36.9K +207 +4%

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.