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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
RSWM
2301
Robertson Stephens Wealth Management
California
$717K -$201K -1,128 -21%
AF
2302
Apexium Financial
Texas
$714K
TA
2303
TruWealth Advisors
Louisiana
$714K +$3.56K +20 +0.5%
HCM
2304
HMS Capital Management
Tennessee
$713K -$64.9K -364 -8%
FCFC
2305
First Citizens Financial Corp
Iowa
$709K -$26.7K -150 -3%
SMA
2306
Sage Mountain Advisors
Georgia
$709K +$12.8K +72 +2%
ASBI
2307
American State Bank (Iowa)
Iowa
$707K +$3.56K +20 +0.5%
BOS
2308
Bingham Osborn & Scarborough
California
$707K +$84.1K +472 +13%
CG
2309
CFO4Life Group
Texas
$707K +$142K +796 +24%
FAFN
2310
First Affirmative Financial Network
Colorado
$707K +$745K +4,180 New
SW
2311
SkyOak Wealth
Michigan
$706K -$1.78K -10 -0.2%
SIM
2312
SSI Investment Management
California
$706K
MIG
2313
McGuire Investment Group
Rhode Island
$702K +$19.1K +107 +3%
AFG
2314
Allegheny Financial Group
Pennsylvania
$701K -$5.17K -29 -0.7%
CHA
2315
Cooper/Haims Advisors
New York
$701K
CCC
2316
Crescent Capital Consulting
Louisiana
$701K
MA
2317
MBA Advisors
Pennsylvania
$700K
NICM
2318
Neo Ivy Capital Management
New York
$699K +$241K +1,353 +28%
CCB
2319
Cutter & Co Brokerage
Missouri
$697K -$33.2K -186 -4%
MF
2320
Manchester Financial
California
$695K -$891 -5 -0.1%
SS
2321
Sunbelt Securities
Texas
$692K
LFA
2322
Legacy Financial Advisors
Kentucky
$692K +$34.9K +196 +5%
SWM
2323
Segment Wealth Management
Texas
$686K -$89.7K -503 -11%
MAWCM
2324
Mine & Arao Wealth Creation & Management
California
$685K -$6.24K -35 -0.9%
GWM
2325
Greenhouse Wealth Management
Connecticut
$679K

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.