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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
FCCM
2426
First City Capital Management
Georgia
$584K +$178 +1 +0%
BSSFA
2427
Baron Silver Stevens Financial Advisors
Florida
$583K -$2.5K -14 -0.4%
RIG
2428
Renaissance Investment Group
Massachusetts
$581K -$89.3K -501 -13%
HHGA
2429
Halbert Hargrove Global Advisors
California
$581K +$15.2K +85 +3%
ZF
2430
Zhang Financial
Michigan
$581K +$306K +1,719 +100%
AAM
2431
Augustine Asset Management
Florida
$580K +$24.4K +137 +4%
BHA
2432
Beech Hill Advisors
New York
$579K -$17.8K -100 -3%
SFI
2433
SPC Financial Inc
Maryland
$579K -$1.78K -10 -0.3%
MCM
2434
Marathon Capital Management
Maryland
$576K +$69.7K +391 +13%
BRCA
2435
Birch Run Capital Advisors
Texas
$575K
FPCP
2436
Fort Point Capital Partners
California
$574K +$79.1K +444 +15%
SGI
2437
Summit Global Investments
Utah
$570K +$9.8K +55 +2%
CG
2438
Clarus Group
Texas
$567K
HR
2439
Howe & Rusling
New York
$567K +$1.07K +6 +0.2%
CBOR
2440
Community Bank of Raymore
Missouri
$566K -$33.5K -188 -5%
HI
2441
Hudock Inc
Pennsylvania
$564K +$713 +4 +0.1%
KM
2442
Kalos Management
Georgia
$560K +$183K +1,027 +48%
ACM
2443
Alethea Capital Management
Washington
$558K
VAS
2444
Valicenti Advisory Services
New York
$558K
CP
2445
Covenant Partners
Tennessee
$555K
BCM
2446
Brookmont Capital Management
Texas
$553K -$2.5K -14 -0.4%
VIP
2447
Vantage Investment Partners
Missouri
$553K +$318K +1,786 +121%
BL
2448
BFSG LLC
California
$553K +$583K +3,271 New
AWM
2449
Accel Wealth Management
Iowa
$552K -$44.7K -251 -7%
S
2450
swisspartners
Liechtenstein
$552K

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.