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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
CFFP
2126
Center for Financial Planning
Michigan
$964K
PWM
2127
Peterson Wealth Management
Nevada
$960K -$52.4K -294 -5%
STA
2128
Summit Trail Advisors
New York
$955K -$29.6K -166 -3%
CSWG
2129
Cardinal Strategic Wealth Guidance
Kentucky
$955K
TPW
2130
Tiller Private Wealth
Pennsylvania
$954K +$205K +1,150 +26%
OCM
2131
One Capital Management
California
$949K +$415K +2,331 +71%
PFA
2132
Paradigm Financial Advisors
Missouri
$947K +$61.7K +346 +7%
DIP
2133
DT Investment Partners
Pennsylvania
$945K +$996K +5,586 New
AWP
2134
Accretive Wealth Partners
New Jersey
$944K +$2.32K +13 +0.2%
SFS
2135
Summit Financial Strategies
Ohio
$943K +$18.2K +102 +2%
AWG
2136
Altus Wealth Group
Colorado
$942K +$121K +681 +14%
TWA
2137
TCI Wealth Advisors
Arizona
$940K -$69.3K -389 -7%
ODG
2138
O'Dell Group
Ohio
$940K -$2.32K -13 -0.2%
SIC
2139
Sigma Investment Counselors
Michigan
$940K +$15.5K +87 +2%
PA
2140
PFG Advisors
Arizona
$938K +$66K +370 +7%
SQA
2141
Simon Quick Advisors
New Jersey
$937K +$360K +2,021 +57%
BWM
2142
Baystate Wealth Management
Massachusetts
$936K -$49.7K -279 -5%
CPIA
2143
Cornell Pochily Investment Advisors
New York
$935K +$17.5K +98 +2%
GFS
2144
GYL Financial Synergies
Connecticut
$935K +$73.8K +414 +8%
FHC
2145
First Heartland Consultants
Missouri
$934K -$97.3K -546 -9%
WMP
2146
Wealth Management Partners
Arizona
$934K -$16.6K -93 -2%
LA
2147
Latitude Advisors
Florida
$932K +$488K +2,740 +99%
UM
2148
Ulysses Management
New York
$930K -$624K -3,500 -39%
SMC
2149
S. Muoio & Co
New York
$930K -$178K -1,000 -15%
SDAM
2150
Shulman DeMeo Asset Management
New York
$930K +$980K +5,497 New

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.