Walt Disney
DIS
3,368 hedge funds and large institutions have $182B invested in Walt Disney in 2021 Q4 according to their latest regulatory filings, with 473 funds opening new positions, 1,526 increasing their positions, 1,076 reducing their positions, and 149 closing their positions.
217% more first-time investments, than exits
New positions opened: 473 | Existing positions closed: 149
42% more repeat investments, than reductions
Existing positions increased: 1,526 | Existing positions reduced: 1,076
9% more funds holding
Funds holding: 3,091 → 3,368 (+277)
0.51% less ownership
Funds ownership: 65.13% → 64.63% (-0.51%)
9% less capital invested
Capital invested by funds: $200B → $182B (-$18B)
28% less funds holding in top 10
Funds holding in top 10: 201 → 144 (-57)
31% less call options, than puts
Call options by funds: $7.08B | Put options by funds: $10.3B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$810M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$437M |
| 3 |
DCP
D1 Capital Partners
New York
|
+$378M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$348M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$324M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.68B |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$959M |
| 3 |
BlackRock
New York
|
-$486M |
| 4 |
D.E. Shaw & Co
New York
|
-$447M |
| 5 |
TP
Third Point
New York
|
-$347M |
DIS Hedge Fund Activity: Q4 2021 in Review
3,368 of the 6,519 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q4 2021, worth a combined $182B — down 9% from $200B a quarter earlier.
Buyers outnumbered sellers: 473 funds opened new DIS positions and 149 closed out — a net gain of 324 holders — while 1,526 added to existing stakes and 1,076 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $810M. The largest seller was Fidelity Investments, cutting an estimated $1.68B.
- 3,368 institutional investors held Walt Disney (DIS) as of Q4 2021, up from 3,091 in Q3 2021.
- Funds reported $182B of Walt Disney stock for Q4 2021, down 9% quarter-over-quarter.
- 473 funds opened new Walt Disney positions in Q4 2021 and 149 closed out, a net change of +324 holders.
- The largest Walt Disney buyer in Q4 2021 was Bank of Montreal, an estimated $810M added.
- The largest Walt Disney seller in Q4 2021 was Fidelity Investments, an estimated $1.68B sold.
Based on aggregated 13F filings for Q4 2021.