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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
+$439M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$307M
4
Amundi
Amundi
France
+$264M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$262M

Top Sellers

1
SGA
Sustainable Growth Advisers
Connecticut
-$267M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$164M
3
ClearBridge Investments
ClearBridge Investments
New York
-$158M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$135M
5
State Street
State Street
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
TP
2601
Tranquility Partners
Tennessee
$265K – – –
1W
2602
1776 Wealth
Georgia
$265K – – –
MAG
2603
Mayfair Advisory Group
Alabama
$265K +$5.15K +53 +2%
CWP
2604
Concord Wealth Partners
Virginia
$265K +$22.2K +236 +9%
CPA
2605
Capital Performance Advisors
California
$264K +$94 +1 +0%
WI
2606
WrapManager Inc
California
$264K +$13.7K +145 +5%
OMC
2607
Overbrook Management Corp
New York
$264K +$264K +2,803 New
SL
2608
Salomon & Ludwin
Virginia
$263K +$8.66K +92 +3%
FAM
2609
Flaharty Asset Management
Florida
$262K -$84.6K -898 -24%
FF
2610
Francis Financial
$262K – – –
FSC
2611
Full Sail Capital
Oklahoma
$261K -$15.7K -167 -6%
WMS
2612
Wealth Management Solutions
Pennsylvania
$261K – – –
APW
2613
Austin Private Wealth
Texas
$260K -$20K -212 -7%
BBPWM
2614
Blue Bell Private Wealth Management
Pennsylvania
$260K -$8.2K -87 -3%
PIM
2615
Progressive Investment Management
Oregon
$260K – – –
MIC
2616
Meridian Investment Counsel
California
$260K +$34.5K +366 +15%
WP
2617
WealthShield Partners
North Carolina
$259K -$15.4K -163 -6%
RFN
2618
RDA Financial Network
Iowa
$259K -$849 -9 -0.3%
LAS
2619
LWM Advisory Services
Florida
$259K +$259K +2,750 New
WIP
2620
WealthCare Investment Partners
Rhode Island
$258K -$10.6K -112 -4%
BWA
2621
Beam Wealth Advisors
Louisiana
$258K +$4.33K +46 +2%
NWM
2622
Northcape Wealth Management
New York
$257K +$257K +2,727 New
PWMG
2623
Prestige Wealth Management Group
New Jersey
$256K -$73K -773 -22%
CJL
2624
Cyrus J. Lawrence
New York
$256K – – –
EIA
2625
Eldridge Investment Advisors
New Hampshire
$256K +$6.31K +67 +3%
103 104
105
106 107