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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
CC
2451
Copperleaf Capital
North Carolina
$551K +$233K +1,309 +67%
JGUA
2452
John G. Ullman & Associates
New York
$550K
APC
2453
Aspire Private Capital
North Carolina
$549K +$512K +2,871 +768%
HCM
2454
HM Capital Management
Missouri
$548K +$42.6K +239 +8%
EGA
2455
E&G Advisors
Texas
$548K +$578K +3,241 New
CCG
2456
Capital CS Group
California
$546K -$9.98K -56 -2%
PD
2457
Planning Directions
Pennsylvania
$544K
PCG
2458
Private Capital Group
Connecticut
$544K +$41K +230 +8%
BAM
2459
Bellevue Asset Management
Washington
$543K +$4.46K +25 +0.8%
PIM
2460
Progressive Investment Management
Oregon
$543K +$80.2K +450 +16%
CWC
2461
Carolinas Wealth Consulting
North Carolina
$538K -$98.6K -553 -15%
UCI
2462
Uncommon Cents Investing
Wisconsin
$538K
FC
2463
Fusion Capital
South Carolina
$538K +$10.2K +57 +2%
ML
2464
McAdam LLC
Pennsylvania
$538K +$30.5K +171 +6%
SC
2465
Saturna Capital
Washington
$538K +$566K +3,178 New
PWA
2466
Physician Wealth Advisors
Utah
$537K -$1.6K -9 -0.3%
KCA
2467
Karn Couzens & Associates
Connecticut
$537K
AC
2468
Apella Capital
Connecticut
$535K +$56.7K +318 +11%
TCM
2469
Traynor Capital Management
Pennsylvania
$534K -$2.85K -16 -0.5%
CB
2470
CNB Bank
Pennsylvania
$533K -$54.2K -304 -9%
EWA
2471
Encompass Wealth Advisors
Oregon
$532K -$30.3K -170 -5%
KIG
2472
Kowal Investment Group
Wisconsin
$532K +$117K +655 +26%
CHP
2473
Cable Hill Partners
Oregon
$531K +$23.9K +134 +4%
OCM
2474
Osterweis Capital Management
California
$530K -$90.9K -510 -14%
MFG
2475
Magnus Financial Group
New York
$529K +$22.8K +128 +4%

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.