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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 %
WSFS
601
Wilmington Savings Fund Society
Delaware
$13.5M +$841K +5,429 +7%
CCP
602
Clarkston Capital Partners
Michigan
$13.5M +$1.47M +9,473 +12%
ACI
603
Alpha Cubed Investments
California
$13.5M +$5.11M +33,018 +61%
CA
604
CapWealth Advisors
Tennessee
$13.5M +$450K +2,904 +3%
KPWS
605
Kestra Private Wealth Services
Texas
$13.4M +$757K +4,887 +6%
RC
606
Roundview Capital
New Jersey
$13.3M +$339K +2,191 +3%
KFS
607
Kurt F. Somerville
$13.3M -$121K -780 -0.9%
GHA
608
GW Henssler & Associates
Georgia
$13.2M +$38.9K +251 +0.3%
YCM
609
Yost Capital Management
Texas
$13.2M +$4.26M +27,500 +47%
AWM
610
Arbor Wealth Management
Florida
$13.2M +$184K +1,188 +1%
AAS
611
Avantax Advisory Services
Texas
$13.2M +$618K +3,991 +5%
WAM
612
Weatherly Asset Management
California
$13.2M -$78.5K -507 -0.6%
SCA
613
Stonebridge Capital Advisors
Minnesota
$13.1M +$1.95M +12,600 +17%
BST
614
Bath Savings Trust
Maine
$13.1M -$1.9M -12,283 -13%
TC
615
TownSquare Capital
Utah
$13M -$564K -3,644 -4%
LIA
616
LS Investment Advisors
Michigan
$13M -$3.65M -23,565 -22%
IAIM
617
Industrial Alliance Investment Management
Quebec, Canada
$12.9M +$12.9M +83,583 New
WF
618
Welch & Forbes
Massachusetts
$12.9M +$193K +1,246 +2%
MAM
619
Madison Asset Management
Wisconsin
$12.9M +$4.71M +30,429 +58%
EWM
620
Edge Wealth Management
New York
$12.9M +$719K +4,642 +6%
PAM
621
Peak Asset Management
Colorado
$12.8M +$121K +778 +0.9%
LKIM
622
Lawson Kroeker Investment Management
Nebraska
$12.8M +$6.04K +39 +0%
CL
623
CIM LLC
New York
$12.8M -$95K -696 -0.7%
VCAM
624
Van Cleef Asset Management
Ohio
$12.7M -$79.9K -516 -0.6%
ERIM
625
Eagle Ridge Investment Management
Connecticut
$12.7M +$130K +838 +1%
23 24
25
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