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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
CNBT
2226
Cornerstone National Bank & Trust
Illinois
$821K +$31.7K +178 +4%
PIMG
2227
Patriot Investment Management Group
Tennessee
$819K -$42.8K -240 -5%
VCM
2228
Vigilant Capital Management
Maine
$816K -$62.9K -353 -7%
SAI
2229
Systematic Alpha Investments
New Jersey
$813K +$858K +4,811 New
RIG
2230
RiverFront Investment Group
Virginia
$812K -$7.49K -42 -0.9%
ER
2231
Enlightenment Research
Florida
$812K +$856K +4,800 New
VCM
2232
Vivaldi Capital Management
Illinois
$811K
NWM
2233
Northwest Wealth Management
Iowa
$808K +$1.96K +11 +0.2%
CWP
2234
Curated Wealth Partners
California
$805K -$178 -1 -0%
UAS
2235
United Asset Strategies
New York
$803K -$275K -1,544 -25%
RIS
2236
Retirement Income Solutions
Michigan
$800K
WCM
2237
Windsor Capital Management
Arizona
$799K -$18.9K -106 -2%
SSA
2238
South Street Advisors
New York
$797K
HPCM
2239
High Pointe Capital Management
Illinois
$796K
WAOI
2240
Wealth Advisors of Iowa
Iowa
$796K +$22.3K +125 +3%
GG
2241
Golden Green
South Carolina
$794K -$106K -596 -11%
WA
2242
Wealth Architects
California
$790K +$37.6K +211 +5%
MC
2243
Mathes Company
New York
$787K
CA
2244
CGN Advisors
Kansas
$786K +$196K +1,102 +31%
GCIA
2245
Gabelli & Co Investment Advisers
New York
$784K -$4.46K -25 -0.5%
MA
2246
MJP Associates
Connecticut
$780K +$43.7K +245 +6%
IA
2247
Insight Advisors
Pennsylvania
$779K -$28.3K -159 -3%
MLFP
2248
MPS Loria Financial Planners
Illinois
$779K +$713 +4 +0.1%
BA
2249
Birinyi Associates
Connecticut
$778K -$62.4K -350 -7%
SAM
2250
SP Asset Management
California
$776K

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.