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Walt Disney

3,292 hedge funds and large institutions have $201B invested in Walt Disney in 2022 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 1,717 increasing their positions, 1,136 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 1,717 | Existing positions reduced: 1,136

11% more capital invested

Capital invested by funds: $181B → $201B (+$19.8B)

1.05% less ownership

Funds ownership: 64.46%63.41% (-1.1%)

2% less funds holding

Funds holding: 3,3683,292 (-76)

12% less funds holding in top 10

Funds holding in top 10: 144127 (-17)

19% less first-time investments, than exits

New positions opened: 157 | Existing positions closed: 195

26% less call options, than puts

Call options by funds: $5.9B | Put options by funds: $7.96B

Holders
3,292
Holders Change
-76
Holders Change %
-2.26%
% of All Funds
51.92%
Holding in Top 10
127
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-11.81%
% of All Funds
2%
New
157
Increased
1,717
Reduced
1,136
Closed
195
Calls
$5.9B
Puts
$7.96B
Net Calls
-$2.06B
Net Calls Change
+$1.09B
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
3126
Contravisory Investment Management
Massachusetts
$174K +$140K +970 +323%
ARMC
3127
American Research & Management Company
Massachusetts
$173K +$6.22K +43 +4%
RCM
3128
Raleigh Capital Management
North Carolina
$173K +$154K +1,063 +532%
UCB
3129
United Community Bank
South Carolina
$173K +$7.23K +50 +4%
MIM
3130
Meridiem Investment Management
United Kingdom
$171K
AFIA
3131
America First Investment Advisors
Nebraska
$170K -$46.7K -323 -21%
MCA
3132
Maryland Capital Advisors
Maryland
$167K
PP
3133
Pacifica Partners
Canada
$166K +$71.4K +494 +78%
CWA
3134
Clearview Wealth Advisors
Oregon
$165K -$1.16K -8 -0.7%
HWM
3135
HighMark Wealth Management
Minnesota
$164K +$1.59K +11 +0.9%
AW
3136
Avion Wealth
Texas
$159K
WPWM
3137
Western Pacific Wealth Management
Illinois
$159K
NICM
3138
Neo Ivy Capital Management
New York
$158K +$167K +1,158 New
TAM
3139
Tucker Asset Management
Colorado
$156K +$15.8K +109 +11%
HFM
3140
Harvest Fund Management
China
$152K +$111K +768 +223%
GCM
3141
Gladius Capital Management
Illinois
$147K -$7.04M -48,711 -98%
CFG
3142
CKW Financial Group
Hawaii
$145K
FFA
3143
Freedman Financial Associates
Massachusetts
$145K +$8.67K +60 +6%
EL
3144
EMFO LLC
Florida
$144K +$37.6K +260 +33%
HWMA
3145
Heritage Wealth Management (Arizona)
Arizona
$144K +$152K +1,051 New
NOI
3146
Newton One Investments
Delaware
$142K -$5.49K -38 -4%
SC
3147
Solstein Capital
California
$139K -$24.3K -168 -14%
WR
3148
WD Rutherford
Oregon
$139K +$48.4K +335 +50%
ECM
3149
EMC Capital Management
Texas
$137K
KFS
3150
Kelly Financial Services
Massachusetts
$137K

DIS Hedge Fund Activity: Q1 2022 in Review

3,292 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Walt Disney (DIS) for Q1 2022, worth a combined $201B — up 11% from $181B a quarter earlier.

Sellers outnumbered buyers: 195 funds closed out of DIS and 157 opened new positions — a net loss of 38 holders — while 1,136 trimmed existing stakes and 1,717 added.

The largest buyer was Assenagon Asset Management, adding an estimated $444M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.16B.

  • 3,292 institutional investors held Walt Disney (DIS) as of Q1 2022, down from 3,368 in Q4 2021.
  • Funds reported $201B of Walt Disney stock for Q1 2022, up 11% quarter-over-quarter.
  • 157 funds opened new Walt Disney positions in Q1 2022 and 195 closed out, a net change of -38 holders.
  • The largest Walt Disney buyer in Q1 2022 was Assenagon Asset Management, an estimated $444M added.
  • The largest Walt Disney seller in Q1 2022 was T. Rowe Price Associates, an estimated $1.16B sold.

Based on aggregated 13F filings for Q1 2022.