DIS icon

Walt Disney
DIS

Overview Fund Activity

3,351 hedge funds and large institutions have $181B invested in Walt Disney in 2021 Q4 according to their latest regulatory filings, with 470 funds opening new positions, 1,517 increasing their positions, 1,072 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
+276
Holders Change %
+8.98%
% of All Funds
51.75%
Holding in Top 10
144
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-28.36%
% of All Funds
2.22%
New
470
Increased
1,517
Reduced
1,072
Closed
149
Calls
$7.36B
Puts
$10.5B
Net Calls
-$3.16B
Net Calls Change
-$1.17B

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$927M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$419M
3
DCP
D1 Capital Partners
New York
+$362M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$310M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$294M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.61B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$920M
3
BlackRock
BlackRock
New York
-$466M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$428M
5
TP
Third Point
New York
-$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
2576
Gemmer Asset Management
California
$518K -$36.1K -233 -7%
UCI
2577
Uncommon Cents Investing
Wisconsin
$518K +$24.8K +160 +5%
NEWAS
2578
N.E.W. Advisory Services
Wisconsin
$516K +$43.4K +280 +9%
BL
2579
BFSG LLC
California
$515K +$8.06K +52 +2%
SPIO
2580
Seven Post Investment Office
California
$515K +$134K +864 +35%
CG
2581
Corundum Group
Colorado
$514K +$59.7K +386 +13%
SAM
2582
Summit Asset Management
Tennessee
$513K +$97.6K +630 +23%
ACM
2583
Alethea Capital Management
Washington
$511K – – –
CP
2584
Covenant Partners
Tennessee
$510K +$1.24K +8 +0.2%
BWM
2585
Buckley Wealth Management
Nevada
$510K +$122K +785 +31%
HI
2586
Hudock Inc
Pennsylvania
$509K -$7.27K -47 -1%
KIG
2587
Kowal Investment Group
Wisconsin
$509K +$22.3K +144 +5%
Members Trust
2588
Members Trust
Florida
$508K -$184K -1,188 -27%
PCG
2589
Private Capital Group
Connecticut
$507K +$8.52K +55 +2%
SPWG
2590
Sage Private Wealth Group
Illinois
$507K +$29.7K +192 +6%
MFGM
2591
Marshall Financial Group (Maryland)
Maryland
$507K +$450K +2,902 +786%
EFA
2592
Evernest Financial Advisors
Indiana
$506K +$506K +4,671 New
CFD
2593
Creative Financial Designs
Indiana
$506K -$161K -1,040 -24%
KTM
2594
Keeler Thomas Management
Utah
$505K -$6.47M -41,744 -93%
CIP
2595
Convergence Investment Partners
Florida
$505K -$36.2K -234 -7%
SQA
2596
Simon Quick Advisors
New Jersey
$504K -$355K -2,289 -41%
JGUA
2597
John G. Ullman & Associates
New York
$504K – – –
MWM
2598
Merriman Wealth Management
Washington
$503K +$67.7K +437 +16%
T
2599
TCWP
Ohio
$503K +$503K +3,251 New
HHGA
2600
Halbert Hargrove Global Advisors
California
$502K -$30.1K -194 -6%
102 103
104
105 106