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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
ASRS
201
Arizona State Retirement System
Arizona
$85.7M -$342K -1,919 -0.4%
GLA
202
Great Lakes Advisors
Illinois
$85.1M -$69.7K -391 -0.1%
CWM
203
CIBC World Markets
New York
$85.1M -$3.22M -18,046 -3%
FAF
204
Fjarde Ap-fonden
Sweden
$84.2M -$2.67M -15,000 -3%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$84.1M -$1.57M -8,826 -2%
WIM
206
Waverton Investment Management
United Kingdom
$84M +$2.31M +12,960 +3%
DLA
207
Douglas Lane & Associates
New York
$82.8M -$592K -3,324 -0.7%
AB
208
Amalgamated Bank
New York
$82.5M -$3.14M -17,615 -3%
Victory Capital Management
209
Victory Capital Management
Texas
$82.4M +$2.75M +15,455 +3%
Zurich Cantonal Bank
210
Zurich Cantonal Bank
Switzerland
$81.7M -$10.7M -59,998 -11%
CAM
211
Cacti Asset Management
Georgia
$80.9M -$2.83M -15,857 -3%
WGAM
212
Wilkinson Global Asset Management
New York
$79.9M -$896K -5,026 -1%
SFFS
213
Stonehage Fleming Financial Services
Jersey
$79.8M +$272K +1,525 +0.3%
ProShare Advisors
214
ProShare Advisors
Maryland
$79.8M +$648K +3,638 +0.8%
Axa
215
Axa
France
$78.8M -$124K -695 -0.1%
EWM
216
Evercore Wealth Management
New York
$78.4M -$210K -1,180 -0.3%
RE
217
RBC Europe
United Kingdom
$78.3M +$10.1M +56,487 +14%
EIP
218
Epoch Investment Partners
New York
$78.2M -$7.45M -41,813 -8%
CCM
219
Causeway Capital Management
California
$78M -$14.1M -79,384 -15%
Nomura Asset Management
220
Nomura Asset Management
Japan
$77.7M -$42.4M -237,608 -34%
RMDI
221
R.M. Davis Inc
Maine
$77.4M -$29.1K -163 -0%
Dodge & Cox
222
Dodge & Cox
California
$77.3M -$1.61M -9,045 -2%
SOMRS
223
State of Michigan Retirement System
Michigan
$77.2M -$89.1K -500 -0.1%
UIM
224
USS Investment Management
United Kingdom
$77M +$36.2M +202,852 +80%
WHG
225
Westwood Holdings Group
Texas
$76.1M -$16.1M -90,521 -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.