We are live on ! Find out more
DIS icon

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
MS
2151
Maven Securities
Jersey
$926K +$344K +1,931 +55%
TFGT
2152
TS Financial Group (TSFG)
Illinois
$925K +$27.6K +155 +3%
MIM
2153
MTM Investment Management
South Carolina
$924K +$6.24K +35 +0.6%
W
2154
Wealthquest
Ohio
$923K -$17.3K -97 -2%
CF
2155
Corrigan Financial
Rhode Island
$920K +$161K +905 +20%
CCT
2156
Capital City Trust
Florida
$919K -$39.2K -220 -4%
FP
2157
Financial Perspectives
Minnesota
$913K -$3.03K -17 -0.3%
PCMC
2158
Paragon Capital Management (Colorado)
Colorado
$910K
CAM
2159
Close Asset Management
United Kingdom
$908K +$8.91K +50 +0.9%
LCM
2160
LCM Capital Management
Illinois
$907K -$2.85K -16 -0.3%
NCM
2161
Neumann Capital Management
California
$907K
HIS
2162
Horizon Investment Services
Indiana
$903K -$41.4K -232 -4%
Kayne Anderson Rudnick Investment Management
2163
Kayne Anderson Rudnick Investment Management
California
$903K +$57.8K +324 +6%
PIA
2164
Pinion Investment Advisors
Kansas
$900K -$2.14K -12 -0.2%
PAM
2165
Premier Asset Management
Illinois
$900K +$38.3K +215 +4%
FG
2166
Foster Group
Iowa
$897K
Verition Fund Management
2167
Verition Fund Management
Connecticut
$895K +$169K +948 +22%
AWA
2168
Acorn Wealth Advisors
Michigan
$894K +$8.91K +50 +1%
EIP
2169
Ellis Investment Partners
Pennsylvania
$893K +$41.9K +235 +5%
AA
2170
Auxano Advisors
Washington
$893K +$53.5K +300 +6%
CAWM
2171
Capital Advisors Wealth Management
Washington
$891K +$96.3K +540 +11%
FPFS
2172
First Personal Financial Services
North Carolina
$890K -$27.1K -152 -3%
ONST
2173
Old North State Trust
North Carolina
$890K +$13.7K +77 +1%
OFG
2174
Oxford Financial Group
Indiana
$889K -$841K -4,719 -47%
EA
2175
Eclectic Associates
California
$885K +$387K +2,173 +71%

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.