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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 %
WA
3026
Wealth Advisors
California
$262K +$41.5K +268 +19%
CCA
3027
Cadent Capital Advisors
Oklahoma
$261K -$58.1K -375 -18%
JBA
3028
Johnson Bixby & Associates
Washington
$261K – – –
HIS
3029
Harvest Investment Services
Illinois
$261K +$7.89K +51 +3%
OC
3030
Oarsman Capital
Wisconsin
$260K -$514K -3,323 -66%
CST
3031
Charles Schwab Trust
Nevada
$260K +$42.1K +272 +19%
DW
3032
Domani Wealth
Pennsylvania
$259K -$86.8K -560 -25%
RWA
3033
Redhawk Wealth Advisors
Minnesota
$259K – – –
CCM
3034
Chiron Capital Management
Florida
$258K -$13.2K -85 -5%
PWM
3035
Purus Wealth Management
California
$258K +$56.7K +366 +28%
GBWM
3036
Granite Bay Wealth Management
New Hampshire
$258K +$258K +1,669 New
SIC
3037
SJS Investment Consulting
Ohio
$256K +$256K +1,652 New
CW
3038
Cook Wealth
North Carolina
$256K +$256K +1,802 New
SFG
3039
Sovereign Financial Group
Connecticut
$255K -$52K -336 -17%
ZAM
3040
Zevin Asset Management
Massachusetts
$255K -$10.5K -68 -4%
SFA
3041
Souders Financial Advisors
Ohio
$255K +$5.26K +34 +2%
GPA
3042
Guerra Pan Advisors
New Jersey
$254K +$254K +1,641 New
PFA
3043
Pinnacle Family Advisors
Missouri
$253K -$147K -951 -37%
SCA
3044
Southern Capital Advisors
Tennessee
$253K +$253K +1,634 New
WKSWA
3045
White Knight Strategic Wealth Advisors
New Jersey
$252K +$252K +1,628 New
LAS
3046
LWM Advisory Services
Florida
$252K +$252K +1,629 New
HA
3047
Harfst & Associates
Wyoming
$252K +$252K +1,633 New
AIA
3048
AIMZ Investment Advisors
California
$249K – – –
BLAM
3049
Bourne Lent Asset Management
New York
$248K – – –
FFA
3050
Fi3 Financial Advisors
Indiana
$247K +$31.1K +201 +14%
120 121
122
123 124