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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 %
JWM
2926
JGP Wealth Management
Oregon
$306K +$4.81K +31 +2%
VC
2927
Vestor Capital
Illinois
$306K +$41.9K +270 +16%
HWA
2928
Heartwood Wealth Advisors
Virginia
$306K +$81.2K +524 +36%
GCM
2929
G2 Capital Management
Ohio
$306K +$306K +1,977 New
SAM
2930
Silphium Asset Management
United Kingdom
$305K -$131K -846 -30%
BRA
2931
Biechele Royce Advisors
Indiana
$305K -$2.32K -15 -0.8%
WIP
2932
WealthCare Investment Partners
Rhode Island
$305K +$305K +1,972 New
CCA
2933
Catalyst Capital Advisors
New York
$304K – – –
FCM
2934
Firestone Capital Management
Florida
$304K +$4.03K +26 +1%
CCM
2935
Chickasaw Capital Management
Tennessee
$303K – – –
BFS
2936
Baskin Financial Services
Ontario, Canada
$303K +$22.3K +144 +8%
NQWM
2937
Northwest Quadrant Wealth Management
Oregon
$303K +$31K +200 +11%
FVWA
2938
Foster Victor Wealth Advisors
South Carolina
$303K +$34K +215 +13%
CCM
2939
Carlson Capital Management
Minnesota
$302K -$91.8K -592 -23%
CPW
2940
Catalyst Private Wealth
California
$302K +$310 +2 +0.1%
BWM
2941
BlackDiamond Wealth Management
New York
$302K +$302K +1,947 New
TA
2942
Trellis Advisors
Washington
$301K -$11.6K -75 -4%
BIA
2943
Barry Investment Advisors
Massachusetts
$301K +$74.9K +483 +33%
WCM
2944
Wisconsin Capital Management
Wisconsin
$300K – – –
CWM
2945
Campbell Wealth Management
Virginia
$300K +$36.1K +233 +14%
LWP
2946
Legacy Wealth Planning
Nevada
$298K -$50.9K -329 -15%
EBSAM
2947
Eubel Brady & Suttman Asset Management
Ohio
$298K +$15.5K +100 +5%
HFS
2948
Howard Financial Services
Texas
$298K +$88.7K +572 +42%
WAM
2949
Walker Asset Management
Missouri
$297K +$297K +1,920 New
SFPG
2950
Stonebridge Financial Planning Group
Florida
$296K -$41.5K -300 -12%
116 117
118
119 120