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Walt Disney
DIS

Overview Fund Activity

2,984 hedge funds and large institutions have $109B invested in Walt Disney in 2022 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 1,330 increasing their positions, 1,192 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,984
Holders Change
-12
Holders Change %
-0.4%
% of All Funds
51.6%
Holding in Top 10
102
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.5%
% of All Funds
1.76%
New
148
Increased
1,330
Reduced
1,192
Closed
127
Calls
$4.17B
Puts
$4.04B
Net Calls
+$126M
Net Calls Change
+$704M

Top Buyers

1
Newport Trust Company
Newport Trust Company
District of Columbia
$1.22B
2
Fisher Asset Management
Fisher Asset Management
Washington
$485M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$474M
4
Amundi
Amundi
France
$832M
5
AllianceBernstein
AllianceBernstein
Tennessee
$853M

Top Sellers

1
SGA
Sustainable Growth Advisers
Connecticut
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
ClearBridge Investments
ClearBridge Investments
New York
$725M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$596M
5
State Street
State Street
Massachusetts
$6.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
WFAG
2576
Wescott Financial Advisory Group
Pennsylvania
$276K +$10K +106 +4%
SFI
2577
SPC Financial Inc
Maryland
$275K -$4.72K -50 -2%
IAG
2578
Investmark Advisory Group
Connecticut
$275K +$18.4K +195 +7%
MC
2579
Miramar Capital
Illinois
$274K -$20.6K -237 -7%
ACM
2580
Alethea Capital Management
Washington
$274K – – –
LBA
2581
Lowell Blake & Associates
Massachusetts
$274K +$274K +2,903 New
AFT
2582
Alpha Family Trust
California
$274K +$274K +2,905 New
MWM
2583
Merriman Wealth Management
Washington
$273K -$117K -1,243 -30%
ECAM
2584
East Coast Asset Management
Massachusetts
$273K – – –
PHAM
2585
Palisades Hudson Asset Management
Florida
$273K – – –
RPA
2586
Rock Point Advisors
Vermont
$273K +$4.72K +50 +2%
PFA
2587
Pathway Financial Advisors
Vermont
$272K – – –
PAM
2588
Peninsula Asset Management
Florida
$272K – – –
PCMF
2589
Private Capital Management (Florida)
Florida
$271K -$143K -1,515 -35%
MPM
2590
Meritage Portfolio Management
Kansas
$271K +$24.3K +257 +10%
FCFC
2591
First Citizens Financial Corp
Iowa
$270K -$28.5K -302 -10%
CA
2592
Calton & Associates
Florida
$268K -$34.1K -362 -11%
GB
2593
Goepper Burkhardt
South Carolina
$267K -$17.5K -185 -6%
UWM
2594
USAdvisors Wealth Management
Minnesota
$267K +$33K +349 +14%
GF
2595
Gries Financial
Ohio
$267K +$34K +360 +15%
QC
2596
Quadrature Capital
United Kingdom
$267K +$267K +2,828 New
WOC
2597
West Oak Capital
California
$266K -$855K -9,063 -76%
KA
2598
Kercheville Advisors
Texas
$266K -$104K -1,100 -28%
HI
2599
Humankind Investments
New York
$266K +$5.75K +61 +2%
TC
2600
Tacita Capital
Ontario, Canada
$265K -$141K -1,500 -35%
102 103
104
105 106