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Walt Disney
DIS

Overview Fund Activity

2,973 hedge funds and large institutions have $114B invested in Walt Disney in 2022 Q4 according to their latest regulatory filings, with 280 funds opening new positions, 971 increasing their positions, 1,490 reducing their positions, and 229 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,973
Holders Change
-11
Holders Change %
-0.37%
% of All Funds
47.97%
Holding in Top 10
73
Holding in Top 10 Change
-29
Holding in Top 10 Change %
-28.43%
% of All Funds
1.18%
New
280
Increased
971
Reduced
1,490
Closed
229
Calls
$4.2B
Puts
$4.2B
Net Calls
+$6.7M
Net Calls Change
-$119M

Top Buyers

1
TFM
Trian Fund Management
New York
$785M
2
Morgan Stanley
Morgan Stanley
New York
$4.01B
3
BlackRock
BlackRock
New York
$10.5B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.36B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$735M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.18B
2
ClearBridge Investments
ClearBridge Investments
New York
$302M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$320M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$13.5M
5
SC
Samlyn Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
3076
Decatur Capital Management
Georgia
– -$387K -4,106 Closed
DU
3077
Delphia (USA)
Ontario, Canada
– -$379K -4,020 Closed
CSA
3078
Cottage Street Advisors
Massachusetts
– -$378K -4,008 Closed
FWM
3079
Foresight Wealth Management
Utah
– -$376K -3,987 Closed
CC
3080
Corton Capital
Ontario, Canada
– -$372K -3,946 Closed
SWA
3081
SFMG Wealth Advisors
Texas
– -$350K -3,749 Closed
MAM
3082
Montchanin Asset Management
Delaware
– -$351K -3,722 Closed
RMC
3083
Regis Management Company
California
– -$347K -3,683 Closed
TFA
3084
Teamwork Financial Advisors
Texas
– -$337K -3,577 Closed
CPA
3085
Capital Planning Advisors
California
– -$336K -3,561 Closed
BAM
3086
Bosun Asset Management
Illinois
– -$335K -3,552 Closed
FPCG
3087
Fort Pitt Capital Group
Pennsylvania
– -$332K -3,522 Closed
PWS
3088
Private Wealth Strategies
Ohio
– -$331K -3,519 Closed
BA
3089
Birinyi Associates
Connecticut
– -$325K -3,450 Closed
DA
3090
DSC Advisors
Illinois
– -$322K -3,410 Closed
CWA
3091
Capital Wealth Alliance
Arizona
– -$323K -3,397 Closed
HFS
3092
Howard Financial Services
Texas
– -$306K -3,243 Closed
Wealth Enhancement Advisory Services
3093
Wealth Enhancement Advisory Services
Minnesota
– -$315K -3,238 Closed
JWM
3094
JGP Wealth Management
Oregon
– -$308K -3,169 Closed
CCM
3095
Crabel Capital Management
California
– -$299K -3,167 Closed
CWM
3096
Cordatus Wealth Management
Pennsylvania
– -$293K -3,107 Closed
NWM
3097
NEIRG Wealth Management
Massachusetts
– -$292K -3,094 Closed
BWM
3098
Blossom Wealth Management
California
– -$288K -3,052 Closed
IAG
3099
Investment Advisory Group
Massachusetts
– -$282K -2,992 Closed
SDWMA
3100
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$282K -2,986 Closed
122 123
124
125 126