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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$23.3B +$162M +906,774 +0.7%
BlackRock
2
BlackRock
New York
$20.3B +$56.1M +314,932 +0.3%
State Street
3
State Street
Massachusetts
$12.2B +$4.39M +24,649 +0%
Morgan Stanley
4
Morgan Stanley
New York
$5.97B +$468M +2,628,220 +8%
State Farm Mutual Automobile Insurance
5
State Farm Mutual Automobile Insurance
Illinois
$5.82B -$676M -3,794,635 -10%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.96B -$197M -1,107,900 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.77B +$63.3M +355,101 +1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$4.48B +$1.25B +6,989,626 +36%
Bank of America
9
Bank of America
North Carolina
$4.4B +$225M +1,264,667 +5%
Northern Trust
10
Northern Trust
Illinois
$4.17B +$294M +1,650,393 +7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.6B -$102M -572,721 -3%
Norges Bank
12
Norges Bank
Norway
$2.67B -$85.3M -478,707 -3%
Franklin Resources
13
Franklin Resources
California
$2.21B -$13.7M -76,657 -0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.15B +$45.6M +255,578 +2%
N
15
Nuveen
North Carolina
$2.1B -$62.1M -348,448 -3%
Legal & General Group
16
Legal & General Group
United Kingdom
$1.99B +$89.7M +503,194 +4%
Fisher Asset Management
17
Fisher Asset Management
Washington
$1.88B +$67.8M +380,200 +4%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$1.83B -$8.83M -49,524 -0.5%
UBS AM
19
UBS AM
Illinois
$1.81B +$222M +1,247,212 +13%
Wells Fargo
20
Wells Fargo
California
$1.73B +$42.6M +239,270 +2%
Invesco
21
Invesco
Georgia
$1.63B -$74.6M -418,251 -4%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$1.58B +$39.7M +222,604 +2%
Goldman Sachs
23
Goldman Sachs
New York
$1.57B -$274M -1,536,594 -14%
ClearBridge Investments
24
ClearBridge Investments
New York
$1.43B -$76.3M -428,127 -5%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$1.4B +$434M +2,432,759 +42%

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.