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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 %
IWN
3101
Independent Wealth Network
Iowa
– -$279K -2,959 Closed
SFI
3102
SPC Financial Inc
Maryland
– -$275K -2,913 Closed
AFT
3103
Alpha Family Trust
California
– -$274K -2,905 Closed
FCFC
3104
First Citizens Financial Corp
Iowa
– -$270K -2,857 Closed
WPA
3105
Winning Points Advisors
Florida
– -$282K -2,832 Closed
QC
3106
Quadrature Capital
United Kingdom
– -$267K -2,828 Closed
TP
3107
Tranquility Partners
Tennessee
– -$265K -2,812 Closed
OMC
3108
Overbrook Management Corp
New York
– -$264K -2,803 Closed
WI
3109
WrapManager Inc
California
– -$264K -2,801 Closed
FF
3110
Francis Financial
– -$262K -2,779 Closed
WMS
3111
Wealth Management Solutions
Pennsylvania
– -$261K -2,769 Closed
APW
3112
Austin Private Wealth
Texas
– -$260K -2,754 Closed
WIP
3113
WealthCare Investment Partners
Rhode Island
– -$258K -2,732 Closed
NWM
3114
Northcape Wealth Management
New York
– -$257K -2,727 Closed
SMA
3115
Sage Mountain Advisors
Georgia
– -$255K -2,700 Closed
Members Trust
3116
Members Trust
Florida
– -$253K -2,685 Closed
ASA
3117
Armstrong Shaw Associates
Connecticut
– -$246K -2,610 Closed
GWM
3118
Greenhouse Wealth Management
Connecticut
– -$246K -2,607 Closed
FFWM
3119
Future Financial Wealth Management
Ohio
– -$245K -2,595 Closed
MFGM
3120
Marshall Financial Group (Maryland)
Maryland
– -$243K -2,576 Closed
CFP
3121
Curran Financial Partners
South Carolina
– -$243K -2,575 Closed
WAAG
3122
Wealth Alliance Advisory Group
Kansas
– -$242K -2,568 Closed
PIP
3123
Peachtree Investment Partners
Florida
– -$241K -2,550 Closed
TRIA
3124
Trail Ridge Investment Advisors
Colorado
– -$242K -2,550 Closed
APW
3125
Aurora Private Wealth
New Jersey
– -$239K -2,532 Closed
123 124
125
126 127