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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 %
HL
2651
HeadInvest LLC
Maine
$455K +$20.9K +135 +5%
PSP
2652
Principal Street Partners
Tennessee
$453K -$88.9K -574 -16%
IWA
2653
Inspirion Wealth Advisors
Illinois
$453K +$4.49K +29 +1%
WFM
2654
Wolff Financial Management
Michigan
$453K +$453K +2,925 New
D
2655
Dentgroup
Louisiana
$453K +$453K +2,927 New
ACM
2656
Ategra Capital Management
Virginia
$452K – – –
IF
2657
IRON Financial
Illinois
$452K +$27K +174 +6%
PWM
2658
Palumbo Wealth Management
New York
$452K +$78.3K +505 +21%
BAM
2659
Bellevue Asset Management
Washington
$451K -$40.6K -262 -8%
RIM
2660
Rockbridge Investment Management
New York
$451K +$1.7K +11 +0.4%
KOC
2661
Koss-Olinger Consulting
Florida
$450K -$762K -4,917 -63%
TW
2662
Towerpoint Wealth
California
$450K +$42.1K +272 +10%
WFAG
2663
Wescott Financial Advisory Group
Pennsylvania
$449K -$25.9K -167 -5%
SWM
2664
Sugarloaf Wealth Management
Georgia
$449K – – –
TP
2665
Tranquility Partners
Tennessee
$449K +$15.8K +102 +4%
CFA
2666
Capstone Financial Advisors
Illinois
$449K +$141K +908 +46%
CC
2667
Capital Counsel
New York
$448K -$34.2K -221 -7%
ECAM
2668
East Coast Asset Management
Massachusetts
$448K – – –
ME
2669
McIlrath & Eck
Washington
$446K +$2.01K +13 +0.5%
PGAM
2670
Princeton Global Asset Management
New Jersey
$445K -$4.22M -27,244 -90%
FA
2671
Fermata Advisors
California
$445K +$120K +773 +37%
CRWM
2672
Castle Rock Wealth Management
California
$444K +$129K +940 +41%
OFA
2673
Oak Family Advisors
Illinois
$444K +$444K +2,867 New
RPA
2674
Rock Point Advisors
Vermont
$443K – – –
LCM
2675
Laurion Capital Management
New York
$441K -$37.1M -239,141 -99%
105 106
107
108 109