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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 %
MWP
3001
Madison Wealth Partners
Wisconsin
$271K – – –
BB
3002
Bell Bank
North Dakota
$271K – – –
NL
3003
NKCFO LLC
Illinois
$271K – – –
AWM
3004
AllSquare Wealth Management
New York
$271K +$16.7K +108 +7%
OFS
3005
OneAscent Financial Services
Alabama
$271K +$271K +1,751 New
OWM
3006
Opes Wealth Management
California
$270K +$2.64K +17 +1%
AG
3007
AlphaSimPlex Group
Massachusetts
$269K -$76.7K -496 -22%
PP
3008
PrairieView Partners
Minnesota
$269K -$15.5K -100 -5%
MWP
3009
Meridian Wealth Partners
Pennsylvania
$269K +$62.9K +406 +31%
ICM
3010
Ionic Capital Management
New York
$269K +$269K +1,739 New
PG
3011
Prostatis Group
Maryland
$269K -$1.13M -7,308 -81%
VFIC
3012
Valley Forge Investment Consultants
Pennsylvania
$268K -$24.4K -150 -8%
CCM
3013
Colorado Capital Management
Colorado
$268K +$61.9K +397 +30%
HKIMG
3014
Hutchens & Kramer Investment Management Group
Indiana
$268K +$268K +1,911 New
MWPCG
3015
Measured Wealth Private Client Group
New Hampshire
$267K – – –
TC
3016
Tatro Capital
Kentucky
$267K +$15.8K +102 +6%
TMWM
3017
Taylor & Morgan Wealth Management
Michigan
$266K +$266K +1,718 New
SC
3018
Stephens Consulting
Michigan
$265K +$265K +1,712 New
FMC
3019
Financial Management Concepts
Florida
$264K – – –
LFA
3020
Level Financial Advisors
New York
$264K +$264K +1,702 New
PAM
3021
Paradigm Asset Management
New York
$263K -$31K -200 -11%
SICM
3022
Sustainable Insight Capital Management
New York
$263K -$107K -693 -29%
CFO
3023
Collective Family Office
Pennsylvania
$263K +$4.03K +26 +2%
MFA
3024
Morling Financial Advisors
California
$263K +$263K +1,696 New
EPWM
3025
Essex Private Wealth Management
Massachusetts
$262K -$46.5K -300 -15%
119 120
121
122 123