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Walt Disney
DIS

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: 3,368 → 3,292 (-76)

12% less funds holding in top 10

Funds holding in top 10: 144 → 127 (-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

Top Buyers

Rank Fund Capital Flow
1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$444M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$364M
3
MCMC
Matrix Capital Management Company
New Hampshire
+$308M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$283M
5
Goldman Sachs
Goldman Sachs
New York
+$171M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.16B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$667M
3
DCP
D1 Capital Partners
New York
-$535M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$498M
5
RCG
Ruane, Cunniff & Goldfarb
New York
-$405M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3351
Prelude Capital Management
New York
– -$953K -6,594 Closed
PA
3352
PFG Advisors
Arizona
– -$954K -6,156 Closed
PWM
3353
Peterson Wealth Management
Nevada
– -$868K -5,607 Closed
SMC
3354
S. Muoio & Co
New York
– -$852K -5,500 Closed
WFI
3355
West Family Investments
California
– -$849K -5,480 Closed
CAIMH
3356
Central Asset Investments & Management Holdings
Hong Kong
– -$793K -5,120 Closed
SEEDPG
3357
S.E.E.D. Planning Group
New York
– -$782K -5,051 Closed
HIS
3358
Horizon Investment Services
Indiana
– -$780K -5,036 Closed
FFL
3359
Future Fund LLC
Illinois
– -$774K -5,000 Closed
EP
3360
Edgestream Partners
New Jersey
– -$737K -4,755 Closed
PAM
3361
Premier Asset Management
Illinois
– -$725K -4,680 Closed
WAOI
3362
Wealth Advisors of Iowa
Iowa
– -$723K -4,666 Closed
BC
3363
Brookfield Corp
Ontario, Canada
– -$719K -4,644 Closed
SC
3364
Shay Capital
New York
– -$697K -4,500 Closed
MC
3365
Merlin Capital
Rhode Island
– -$666K -4,301 Closed
WCAMG
3366
Woodard & Company Asset Management Group
North Carolina
– -$659K -4,255 Closed
GPFA
3367
Game Plan Financial Advisors
Ohio
– -$658K -4,249 Closed
JVBC
3368
J.V. Bruni & Co
Colorado
– -$639K -4,126 Closed
HCM
3369
HMS Capital Management
Tennessee
– -$612K -3,952 Closed
ST
3370
Sentinel Trust
Texas
– -$530K -3,425 Closed
AAM
3371
Augustine Asset Management
Florida
– -$530K -3,421 Closed
SCP
3372
Seizert Capital Partners
Michigan
– -$530K -3,420 Closed
ACM
3373
Arlington Capital Management
Illinois
– -$526K -3,394 Closed
TC
3374
Trilogy Capital
California
– -$526K -3,394 Closed
SF
3375
Symphony Financial
Texas
– -$520K -3,317 Closed
133 134
135
136 137

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.