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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
CT
2176
Columbia Trust
Oregon
$884K +$16.4K +92 +2%
GRQ
2177
Gardner Russo & Quinn
Pennsylvania
$883K
MIH
2178
Meitav Investment House
Israel
$881K -$1.63M -9,129 -64%
MAM
2179
McLean Asset Management
Virginia
$881K +$22.5K +126 +3%
PB
2180
Pinnacle Bancorp
Nebraska
$880K -$53.7K -301 -5%
PRWA
2181
Platte River Wealth Advisors
Colorado
$879K +$21.4K +120 +2%
TA
2182
Tectonic Advisors
Texas
$879K +$78.6K +441 +9%
EWM
2183
Evermay Wealth Management
Virginia
$878K -$97.7K -548 -10%
KWA
2184
KCS Wealth Advisory
California
$877K -$5.35K -30 -0.6%
WQ
2185
Wealth Quarterback
New Jersey
$876K +$1.2M +6,756 +123%
RCA
2186
Reitz Capital Advisors
Michigan
$875K -$23.2K -130 -2%
RWB
2187
RMR Wealth Builders
New Jersey
$874K +$54.7K +307 +6%
SLWS
2188
Swaine & Leidel Wealth Services
Florida
$874K +$922K +5,171 New
EDRIA
2189
Edmonds Duncan Registered Investment Advisors
Kansas
$870K +$4.81K +27 +0.5%
VA
2190
Valmark Advisers
Ohio
$864K +$62.2K +349 +7%
BIP
2191
Blueprint Investment Partners
North Carolina
$863K +$631K +3,540 +226%
GIP
2192
Greatmark Investment Partners
Georgia
$862K
WCM
2193
Wunderlich Capital Managemnt
Tennessee
$859K +$905K +5,077 New
AWA
2194
AmeriServ Wealth Advisors
Pennsylvania
$855K -$84.3K -473 -9%
SEEDPG
2195
S.E.E.D. Planning Group
New York
$854K
CBFP
2196
Cedar Brook Financial Partners
Ohio
$853K -$23.9K -134 -3%
ONB
2197
Old National Bancorp
Indiana
$852K -$222K -1,247 -20%
KA
2198
Klingman & Associates
New York
$851K +$12.8K +72 +1%
HAC
2199
Harbor Advisory Corp
New Hampshire
$850K +$223K +1,250 +33%
FI
2200
Fosun International
China
$848K

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.