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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
NCM
2276
Northside Capital Management
Oregon
$746K
KA
2277
Kercheville Advisors
Texas
$744K -$242K -1,355 -24%
CC
2278
Caxton Corporation
New Jersey
$744K -$535 -3 -0.1%
CWG
2279
Cornerstone Wealth Group
North Carolina
$743K +$84.5K +474 +12%
CYG
2280
Clean Yield Group
Vermont
$737K
RC
2281
Reik & Co
New York
$737K
PBF
2282
Petix & Botte Financial
California
$736K +$387K +2,173 +100%
VAM
2283
Verity Asset Management
North Carolina
$735K +$41.5K +233 +6%
WFA
2284
Wellspring Financial Advisors
Ohio
$730K -$891 -5 -0.1%
CFD
2285
Creative Financial Designs
Indiana
$729K -$32.8K -184 -4%
TC
2286
Tacita Capital
Ontario, Canada
$729K
GAMC
2287
Garner Asset Management Corp
Texas
$729K +$10.7K +60 +1%
1W
2288
1776 Wealth
Georgia
$728K -$147K -827 -16%
WIM
2289
Wittenberg Investment Management
Massachusetts
$728K
WFI
2290
West Family Investments
California
$727K -$244K -1,367 -24%
P
2291
&Partners
Tennessee
$727K -$6.06K -34 -0.8%
HBCM
2292
Heron Bay Capital Management
Michigan
$726K
DC
2293
Derby & Company
Massachusetts
$726K +$17.1K +96 +2%
AA
2294
Aufman Associates
Pennsylvania
$724K -$26.9K -151 -3%
FNC
2295
First National Corp
Massachusetts
$724K +$110K +619 +17%
RZH
2296
Relyea Zuckerberg Hanson
Connecticut
$722K +$64.3K +361 +9%
JVBC
2297
J.V. Bruni & Co
Colorado
$720K -$9.63K -54 -1%
TWM
2298
Triton Wealth Management
Arizona
$719K
GPFA
2299
Game Plan Financial Advisors
Ohio
$718K -$165K -924 -18%
SFA
2300
Source Financial Advisors
New York
$718K +$3.92K +22 +0.5%

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.