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Walt Disney
DIS

Overview Fund Activity

3,275 hedge funds and large institutions have $201B invested in Walt Disney in 2022 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 1,707 increasing their positions, 1,132 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,275
Holders Change
-76
Holders Change %
-2.27%
% of All Funds
51.83%
Holding in Top 10
126
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.5%
% of All Funds
1.99%
New
156
Increased
1,707
Reduced
1,132
Closed
194
Calls
$5.9B
Puts
$7.96B
Net Calls
-$2.06B
Net Calls Change
+$1.09B

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$421M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$345M
3
MCMC
Matrix Capital Management Company
New Hampshire
+$292M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$268M
5
Goldman Sachs
Goldman Sachs
New York
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.1B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$632M
3
DCP
D1 Capital Partners
New York
-$508M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$473M
5
RCG
Ruane, Cunniff & Goldfarb
New York
-$385M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMG
2801
Levy Wealth Management Group
Pennsylvania
$325K – – –
FPWM
2802
FSB Premier Wealth Management
Iowa
$324K +$12.8K +111 +4%
CCM
2803
Chiron Capital Management
Florida
$324K +$95.9K +700 +42%
DP
2804
Denver PWM
Colorado
$323K +$19.2K +140 +6%
SHFA
2805
SC&H Financial Advisors
Maryland
$321K -$115K -838 -26%
CFO
2806
CVA Family Office
Colorado
$321K -$30.8K -225 -9%
AFC
2807
AFT Forsyth & Company
Florida
$321K -$10.3K -75 -3%
IWA
2808
IBEX Wealth Advisors
New Jersey
$321K +$321K +2,337 New
HFW
2809
Horizon Family Wealth
Illinois
$321K +$321K +2,343 New
OCM
2810
Osterweis Capital Management
California
$320K – – –
HIG
2811
Heritage Investment Group
Florida
$320K +$28.1K +205 +10%
PWA
2812
Peterson Wealth Advisors
Utah
$319K +$11K +80 +4%
GF
2813
Gries Financial
Ohio
$319K +$19.2K +140 +6%
OFA
2814
Oak Family Advisors
Illinois
$318K -$75.3K -549 -19%
OKSA
2815
O'Keefe Stevens Advisory
New York
$318K – – –
GC
2816
Gratus Capital
Georgia
$318K +$1.51K +11 +0.5%
LF
2817
Lantz Financial
Illinois
$317K -$48.7K -355 -13%
PBO
2818
Peoples Bank (Ohio)
Ohio
$317K -$39K -285 -11%
PP
2819
Pegasus Partners
Wisconsin
$317K -$8.78K -64 -3%
TA
2820
TrueWealth Advisors
Alabama
$317K – – –
HWA
2821
Heartwood Wealth Advisors
Virginia
$317K +$46.5K +339 +17%
KM
2822
Kalos Management
Georgia
$316K -$127K -969 -29%
FCM
2823
Fourpath Capital Management
Oklahoma
$316K -$2.06K -15 -0.6%
MSCM
2824
McElhenny Sheffield Capital Management
Texas
$315K -$1.08M -7,900 -77%
HWA
2825
Hilltop Wealth Advisors
North Carolina
$315K – – –
111 112
113
114 115