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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.

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
1
Newport Trust Company
District of Columbia
$1.22B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$485M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$474M
4
Amundi
4
Amundi
France
$832M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$853M

Top Sellers

1
SGA
1
Sustainable Growth Advisers
Connecticut
$0
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
ClearBridge Investments
3
ClearBridge Investments
New York
$725M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$596M
5
State Street
5
State Street
Massachusetts
$6.6B
Name Market Value Shares Shares
Change 		Shares
Change %
BWS
2951
BCR Wealth Strategies
Alabama
$7K 69 – –
BG
2952
Bollard Group
Massachusetts
$7K 71 – –
PI
2953
PFS Investments
Georgia
$6.99K 74,054 +4,537 +7%
FSWA
2954
Financial Synergies Wealth Advisors
Texas
$6.51K 69 -6 -8%
TC
2955
Trust Company
Kansas
$6K 62 – –
PCM
2956
Penserra Capital Management
California
$6K 70 +30 +75%
MOS
2957
MGO One Seven
Ohio
$5.9K 52,054 +13,576 +35%
CIR
2958
Clear Investment Research
Georgia
$5K 51 – –
LIM
2959
Longfellow Investment Management
Massachusetts
$5K 50 – –
HCM
2960
Horrell Capital Management
Arkansas
$5K 49 +3 +7%
JSAM
2961
J. Safra Asset Management
New York
$5K 565 +565 New
CMBA
2962
C.M. Bidwell & Associates
Hawaii
$4K 38 – –
HFS
2963
HBC Financial Services
Washington
$4K 50 – –
CMANY
2964
Capital Management Associates (New York)
New York
$4K 41 – –
CI
2965
Cordant Inc
Oregon
$3K 32 – –
MCM
2966
McMillion Capital Management
North Carolina
$3K 35 – –
NC
2967
NewSquare Capital
Pennsylvania
$3K 34 +18 +113%
PWP
2968
Principle Wealth Partners
Connecticut
$2.33K 24,688 +3,302 +15%
CQS
2969
Credential Qtrade Securities
$2.08K 22 -22 -50%
IHWM
2970
Iron Horse Wealth Management
Iowa
$2K 20 -222 -92%
EAM
2971
Eukles Asset Management
Ohio
$2K 22 – –
NDSI
2972
Newman Dignan & Sheerar Inc
Rhode Island
$1.43K 15,144 -500 -3%
HF
2973
Halpern Financial
Virginia
$1.23K 13 -119 -90%
AIM
2974
Arcadia Investment Management
Michigan
$1K 9 -100 -92%
UFF
2975
USA Financial Formulas
Michigan
$1K 11 -32 -74%
117 118
119
120 121