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
BFA
2201
Beacon Financial Advisory
Ohio
$848K +$13.9K +78 +2%
OC
2202
Oarsman Capital
Wisconsin
$846K -$25K -140 -3%
SI
2203
Symmetry Investments
Jersey
$846K +$891K +5,000 New
TIA
2204
Tiemann Investment Advisors
California
$843K -$17.8K -100 -2%
B
2205
Bellecapital
Switzerland
$841K +$10.7K +60 +1%
OIM
2206
Orca Investment Management
Oregon
$839K -$59.5K -334 -6%
GCA
2207
Gradient Capital Advisors
California
$839K +$4.46K +25 +0.5%
SDWMA
2208
Schneider Downs Wealth Management Advisors
Pennsylvania
$839K +$192K +1,076 +28%
LDFR
2209
Lehman & Derafelo Financial Resources
Pennsylvania
$838K -$117K -654 -12%
CFS
2210
Cannon Financial Strategists
Georgia
$838K +$579K +3,251 +191%
FFG
2211
Fortem Financial Group
California
$835K -$30.3K -170 -3%
LP
2212
LGL Partners
Pennsylvania
$835K
GEA
2213
Glen Eagle Advisors
New Jersey
$833K +$30.3K +170 +4%
CAN
2214
Claraphi Advisory Network
United States
$832K -$68.1K -382 -7%
CCP
2215
Cardan Capital Partners
Colorado
$831K
PFBT
2216
Parkside Financial Bank & Trust
Missouri
$829K +$6.06K +34 +0.7%
FPA
2217
First Pacific Advisors
California
$829K +$99.8K +560 +13%
GFP
2218
Gryphon Financial Partners
Ohio
$829K +$276K +1,548 +46%
PFG
2219
PAX Financial Group
Texas
$826K -$13.4K -75 -2%
FNBOH
2220
First National Bank of Hutchinson
Kansas
$826K +$4.99K +28 +0.6%
PCFFS
2221
Pacific Center for Financial Services
California
$826K +$19.6K +110 +2%
WCAMG
2222
Woodard & Company Asset Management Group
North Carolina
$826K +$870K +4,880 New
MAG
2223
MRA Advisory Group
New Jersey
$825K +$32.3K +181 +4%
BSI
2224
Bennett Selby Investments
Maine
$822K +$2.5K +14 +0.3%
DA
2225
Dash Acquisitions
California
$821K +$124K +698 +17%

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.