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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 %
LIM
3326
Longfellow Investment Management
Massachusetts
$7K +$2.63K +15 +60%
RCM
3327
Regency Capital Management
Hawaii
$6K – – –
JRFS
3328
James Reed Financial Services
Ohio
$6K +$6K +39 New
CI
3329
Cordant Inc
Oregon
$5K -$602K -3,853 -99%
OAJ
3330
Ogorek Anthony Joseph
New York
$5K – – –
SC
3331
Schubert & Co
Texas
$4K +$4K +29 New
CI
3332
Carroll Investors
South Carolina
$4K +$4K +30 New
WWM
3333
Westwood Wealth Management
California
$4K +$4K +24,036 New
CP
3334
Castleview Partners
Texas
$3.83K +$3.83K +592,664 New
EAM
3335
Eukles Asset Management
Ohio
$3K – – –
CWM
3336
Cedar Wealth Management
California
$3K +$3K +20 New
FCMA
3337
Foresight Capital Management Advisors
Michigan
$3K +$3K +21 New
WA
3338
WestEnd Advisors
North Carolina
$2.79K +$2.79K +18 New
BIM
3339
Baldwin Investment Management
Pennsylvania
$2.19K +$634 +4,090 +41%
DI
3340
DRH Investments
California
$2K +$2K +10 New
RF
3341
Robbins Farley
New Hampshire
$2K +$2K +14 New
LWM
3342
Liberty Wealth Management
California
$1.5K +$5 +33 +0.3%
DCM
3343
Davidson Capital Management
Texas
$1K – – –
FHC
3344
First Heartland Consultants
Missouri
$840 -$15 -95 -2%
EWA
3345
Evolution Wealth Advisors
Florida
$698 – – –
FGAM
3346
Financial Gravity Asset Management
Texas
$571 +$148 +1,207 +35%
HVM
3347
Harvest Volatility Management
Connecticut
$491 +$491 +3,173 New
FFG
3348
Ford Financial Group
California
$291 +$11 +69 +4%
RTC
3349
Riverview Trust Company
Washington
$55 – – –
Capital Research Global Investors
3350
Capital Research Global Investors
California
– -$208M -1,231,575 Closed
132 133
134
135 136