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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
TCMP
2251
Thrive Capital Management (Pennsylvania)
Pennsylvania
$775K -$36.2K -203 -4%
RPWA
2252
Regent Peak Wealth Advisors
Georgia
$773K -$71.3K -400 -8%
ICM
2253
Islay Capital Management
Texas
$773K +$28.2K +158 +4%
DWM
2254
Dorchester Wealth Management
Quebec, Canada
$772K -$16K -90 -2%
Members Trust
2255
Members Trust
Florida
$771K -$12.5K -70 -2%
SF
2256
Summit Financial
New Jersey
$771K +$189K +1,063 +30%
CWM
2257
Centric Wealth Management
Illinois
$770K +$12.5K +70 +2%
FMI
2258
F/M Investments
District of Columbia
$769K
ATWA
2259
Arbor Trust Wealth Advisors
Michigan
$768K +$15.2K +85 +2%
PCM
2260
Poehling Capital Management
Wisconsin
$765K -$53.5K -300 -6%
D
2261
Diversified
Delaware
$764K
HZ
2262
Hixon Zuercher
Ohio
$764K
FGAM
2263
Financial Gravity Asset Management
Texas
$762K -$692K -3,882 -53%
EWA
2264
Evolution Wealth Advisors
Florida
$762K -$191K -1,074 -19%
KAH
2265
Kathryn A. Hall
$762K
AF
2266
Affiance Financial
Minnesota
$759K -$45.5K -255 -5%
BWA
2267
Burt Wealth Advisors
Maryland
$759K -$13.4K -75 -2%
MAM
2268
Marotta Asset Management
Virginia
$758K +$20.3K +114 +3%
IF
2269
Ironwood Financial
Arizona
$758K +$98.7K +554 +14%
BFG
2270
Barber Financial Group
Kansas
$751K +$117K +657 +17%
SFM
2271
Signet Financial Management
New Jersey
$751K +$792K +4,442 New
PPW
2272
Parcion Private Wealth
Washington
$749K -$4.31M -24,172 -85%
AA
2273
ALPS Advisors
Colorado
$749K +$440K +2,470 +126%
KTA
2274
Keeley-Teton Advisors
Illinois
$748K +$788K +4,423 New
FWM
2275
Foresight Wealth Management
Utah
$746K -$216K -1,214 -22%

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.