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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
TIM
2351
Thornburg Investment Management
New Mexico
$658K -$69.4M -389,444 -99%
SWMP
2352
Signature Wealth Management Partners
New Jersey
$658K -$49K -275 -7%
PAM
2353
Palisade Asset Management
Minnesota
$658K
CI
2354
Cordant Inc
Oregon
$657K +$713 +4 +0.1%
GC
2355
Garde Capital
Washington
$655K +$223K +1,251 +48%
DPI
2356
Diversified Portfolios Inc
Michigan
$654K -$194K -1,089 -22%
BWM
2357
BCS Wealth Management
Tennessee
$652K -$15.9K -89 -2%
HWA
2358
HHM Wealth Advisors
Tennessee
$652K +$3.74K +21 +0.5%
GWM
2359
Greenwich Wealth Management
Connecticut
$651K +$246K +1,382 +56%
MSFP
2360
Mark Sheptoff Financial Planning
Connecticut
$649K -$44.6K -250 -6%
PHAM
2361
Palisades Hudson Asset Management
Florida
$649K
WMA
2362
Wealth Management Associates
New Jersey
$647K -$2.67K -15 -0.4%
OWA
2363
Outlook Wealth Advisors
Texas
$647K +$406K +2,275 +147%
BFS
2364
Bickling Financial Services
Massachusetts
$643K -$45.5K -255 -6%
CCWA
2365
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$643K
KLI
2366
Kelman-Lazarov Inc
Tennessee
$643K
PIM
2367
Profit Investment Management
Maryland
$643K
MCM
2368
McRae Capital Management
New Jersey
$642K -$35.6K -200 -5%
CWA
2369
Canvas Wealth Advisors
Kansas
$640K +$3.21K +18 +0.5%
PO
2370
Private Ocean
California
$639K -$23.7K -133 -3%
NCM
2371
Northwest Capital Management
Oregon
$639K +$63.6K +357 +10%
WMSA
2372
Weiss Multi-Strategy Advisers
New York
$638K +$672K +3,769 New
SCG
2373
Sonata Capital Group
Washington
$636K +$89.1K +500 +15%
PGA
2374
Portland Global Advisors
Maine
$635K
SFWA
2375
Summit Financial Wealth Advisors
Louisiana
$635K

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.