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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
PSF
2326
Pacific Sun Financial
California
$679K +$716K +4,016 New
PAS
2327
Professional Advisory Services
Florida
$677K
WWA
2328
WC Walker & Associates
California
$676K
EFM
2329
E Fund Management
China
$676K +$712K +3,994 New
SWA
2330
Sutton Wealth Advisors
Florida
$675K +$3.39K +19 +0.5%
HC
2331
HNP Capital
New York
$673K
VRM
2332
Vectors Research Management
New York
$673K
TFM
2333
TFC Financial Management
Massachusetts
$673K +$21.4K +120 +3%
FH
2334
FWG Holdings
Florida
$673K +$40.3K +226 +6%
FPGK
2335
Financial Partners Group (Kansas)
Kansas
$670K +$4.46K +25 +0.6%
CCA
2336
Childress Capital Advisors
Texas
$670K +$53.8K +302 +8%
LPIC
2337
LeJeune Puetz Investment Counsel
Michigan
$670K +$84.3K +473 +14%
COCM
2338
Charter Oak Capital Management
New Hampshire
$668K +$19.8K +111 +3%
WI
2339
Wintrust Investments
Illinois
$666K -$3.72M -20,880 -81%
WDG
2340
Wealth Dimensions Group
Ohio
$666K +$64.7K +363 +10%
APW
2341
Aurora Private Wealth
New Jersey
$664K +$14.4K +81 +2%
WIM
2342
Westside Investment Management
California
$663K +$16.4K +92 +0.6%
PA
2343
Probity Advisors
Texas
$663K +$55.4K +311 +9%
SIG
2344
Sargent Investment Group
Maryland
$659K -$3.03K -17 -0.4%
MFW
2345
Mosaic Family Wealth
Missouri
$659K -$178 -1 -0%
1WM
2346
1900 Wealth Management
Texas
$659K
BC
2347
Burleson & Co
California
$659K
WCM
2348
WealthBridge Capital Management
Ohio
$659K +$8.73K +49 +1%
WA
2349
Winfield Associates
Ohio
$659K +$17.8K +100 +3%
BWM
2350
BT Wealth Management
Georgia
$659K +$356K +2,000 +106%

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.