DIS icon

Walt Disney
DIS

Overview Fund Activity

2,996 hedge funds and large institutions have $106B invested in Walt Disney in 2022 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 1,246 increasing their positions, 1,408 reducing their positions, and 351 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,996
Holders Change
-279
Holders Change %
-8.52%
% of All Funds
50.66%
Holding in Top 10
80
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-36.51%
% of All Funds
1.35%
New
115
Increased
1,246
Reduced
1,408
Closed
351
Calls
$3.26B
Puts
$3.84B
Net Calls
-$578M
Net Calls Change
+$1.49B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$723M
2
Morgan Stanley
Morgan Stanley
New York
+$469M
3
Primecap Management
Primecap Management
California
+$183M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$164M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$154M

Top Sellers

1
MCMC
Matrix Capital Management Company
New Hampshire
-$868M
2
Bank of America
Bank of America
North Carolina
-$741M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$332M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$237M
5
Franklin Resources
Franklin Resources
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
2701
Occidental Asset Management
California
$228K +$33.9K +359 +17%
OIM
2702
Opus Investment Management
Massachusetts
$227K – – –
MRI
2703
Mad River Investors
Massachusetts
$227K – – –
RDFA
2704
Ritter Daniher Financial Advisory
Ohio
$227K +$24.7K +261 +12%
PBF
2705
Petix & Botte Financial
California
$226K -$226K -2,391 -50%
JHP
2706
James Hambro & Partners
United Kingdom
$226K -$56.7K -600 -20%
MIC
2707
Meridian Investment Counsel
California
$226K -$13.2K -140 -6%
SAMT
2708
Select Asset Management & Trust
Pennsylvania
$226K – – –
BCM
2709
Bienville Capital Management
New York
$226K – – –
LD
2710
Lipe & Dalton
New York
$225K – – –
BWM
2711
Birchcreek Wealth Management
Ohio
$225K +$82.4K +875 +58%
QCIG
2712
Quad-Cities Investment Group
Iowa
$224K -$11.6K -123 -5%
HKIMG
2713
Hutchens & Kramer Investment Management Group
Indiana
$224K -$8.55K -89 -4%
LWMG
2714
Levy Wealth Management Group
Pennsylvania
$224K – – –
PWA
2715
Peterson Wealth Advisors
Utah
$224K +$4.53K +48 +2%
SAM
2716
SignalPoint Asset Management
Missouri
$222K -$23.2K -246 -9%
TCPWM
2717
Traverso Chambers Private Wealth Management
California
$222K -$20.6K -218 -8%
WBG
2718
Wharton Business Group
Pennsylvania
$222K +$7.09K +75 +3%
LRWA
2719
Long Run Wealth Advisors
New York
$221K +$4.73K +50 +2%
HLOC
2720
H.L. Ormond & Company
North Carolina
$220K -$15.2K -161 -6%
SWP
2721
Summit Wealth Partners
Florida
$219K +$14.2K +150 +7%
BBNB
2722
Baker Boyer National Bank
Washington
$219K -$26.3K -279 -11%
OKSA
2723
O'Keefe Stevens Advisory
New York
$219K – – –
RWA
2724
Redhawk Wealth Advisors
Minnesota
$219K +$62.9K +665 +40%
BFWA
2725
Benchmark Financial Wealth Advisors
Florida
$218K -$45.4K -481 -17%
107 108
109
110 111