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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 %
TCWM
3126
Total Clarity Wealth Management
Illinois
– -$235K -2,494 Closed
BA
3127
Ballast Advisors
Minnesota
– -$235K -2,492 Closed
UL
3128
Unionview LLC
Washington
– -$234K -2,479 Closed
AFG
3129
Alterity Financial Group
Maine
– -$228K -2,413 Closed
HFW
3130
Horizon Family Wealth
Illinois
– -$227K -2,409 Closed
OIM
3131
Opus Investment Management
Massachusetts
– -$226K -2,400 Closed
KWM
3132
Kaydan Wealth Management
Michigan
– -$225K -2,381 Closed
MWM
3133
Maltin Wealth Management
New Jersey
– -$223K -2,369 Closed
SW
3134
StrongBox Wealth
Missouri
– -$223K -2,367 Closed
PM
3135
Penbrook Management
New York
– -$221K -2,340 Closed
RIG
3136
Renaissance Investment Group
Massachusetts
– -$238K -2,335 Closed
CAM
3137
Concorde Asset Management
Michigan
– -$220K -2,331 Closed
BBNB
3138
Baker Boyer National Bank
Washington
– -$219K -2,322 Closed
JJBC
3139
James J. Burns & Company
New York
– -$218K -2,311 Closed
HWA
3140
Hilltop Wealth Advisors
North Carolina
– -$217K -2,298 Closed
PWA
3141
Peterson Wealth Advisors
Utah
– -$217K -2,296 Closed
SGCA
3142
Steel Grove Capital Advisors
Tennessee
– -$217K -2,296 Closed
GSC
3143
Ground Swell Capital
South Carolina
– -$216K -2,293 Closed
AWC
3144
Adamsbrown Wealth Consultants
Kansas
– -$216K -2,290 Closed
CCM
3145
Carlson Capital Management
Minnesota
– -$216K -2,287 Closed
JHP
3146
James Hambro & Partners
United Kingdom
– -$216K -2,287 Closed
FOA
3147
Five Oceans Advisors
California
– -$214K -2,270 Closed
WDC
3148
Woodward Diversified Capital
California
– -$214K -2,265 Closed
CIS
3149
Continental Investors Services
Washington
– -$214K -2,265 Closed
MWP
3150
Meridian Wealth Partners
Pennsylvania
– -$214K -2,262 Closed
124 125
126
127 128