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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
ACA
2376
Ackerman Capital Advisors
Texas
$634K -$535 -3 -0.1%
DCM
2377
Decatur Capital Management
Georgia
$633K -$783K -4,391 -54%
SIAG
2378
Safeguard Investment Advisory Group
California
$632K -$769K -4,312 -54%
FBT
2379
First Bank & Trust
South Dakota
$630K +$1.07K +6 +0.2%
KMWM
2380
Keudell/Morrison Wealth Management
Oregon
$629K -$6.59K -37 -1%
FB
2381
First Bancorp
Maine
$628K +$661K +3,711 New
IDBONY
2382
Israel Discount Bank of New York
New York
$628K +$662K +3,714 New
NJBEST
2383
New Jersey Better Educational Savings Trust
New Jersey
$627K
CF
2384
Copperwynd Financial
Arizona
$623K +$12.1K +68 +2%
TC
2385
Truvestments Capital
Florida
$623K +$14.6K +82 +2%
RMC
2386
Regis Management Company
California
$623K +$43.5K +244 +7%
BWAM
2387
Boyd Watterson Asset Management
Ohio
$622K
PAM
2388
Peninsula Asset Management
Florida
$622K
TWM
2389
Tradition Wealth Management
Minnesota
$620K -$10.3K -58 -2%
WAAG
2390
Wealth Alliance Advisory Group
Kansas
$620K +$1.43K +8 +0.2%
DWM
2391
Darwin Wealth Management
Florida
$619K -$139K -782 -18%
OL
2392
Optas LLC
Texas
$617K -$20.3K -114 -3%
CA
2393
Centerpoint Advisors
Massachusetts
$615K +$16.2K +91 +3%
WWM
2394
Wolff Wiese Magana
California
$615K +$74.2K +416 +13%
RTS
2395
Round Table Services
New Jersey
$610K +$46K +258 +8%
TF
2396
Tompkins Financial
New York
$610K +$643K +3,607 New
EMG
2397
ETF Managers Group
New Jersey
$609K +$47.9K +269 +8%
FAM
2398
Flaharty Asset Management
Florida
$607K +$3.39K +19 +0.5%
CMO
2399
Covenant Multifamily Offices
Texas
$607K +$93.6K +525 +18%
BMCM
2400
Bryn Mawr Capital Management
Pennsylvania
$606K

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.