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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
+$478M
3
BlackRock
BlackRock
New York
+$423M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$263M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$238M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$417M
2
ClearBridge Investments
ClearBridge Investments
New York
-$366M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$299M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$291M
5
SC
Samlyn Capital
New York
-$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
926
Pariax
California
$3.39M -$2.22M -25,505 -40%
KGC
927
Kennon-Green & Company
Ohio
$3.38M +$3.38M +38,944 New
AWA
928
Arkadios Wealth Advisors
Georgia
$3.38M +$444K +5,109 +15%
CCM
929
Check Capital Management
California
$3.37M -$405K -4,661 -11%
TAM
930
Thematics Asset Management
France
$3.37M +$3.37M +38,841 New
SCM
931
Stonebridge Capital Management
California
$3.37M -$492K -5,666 -13%
NSEDCP
932
NJ State Employees Deferred Compensation Plan
New Jersey
$3.36M – – –
WTFG
933
Wells Trecaso Financial Group
Ohio
$3.35M +$66.6K +767 +2%
EIP
934
Epoch Investment Partners
New York
$3.34M -$56.9K -655 -2%
CIP
935
Chartwell Investment Partners
Pennsylvania
$3.33M – – –
SWM
936
Spire Wealth Management
Virginia
$3.33M -$121K -1,391 -4%
RVM
937
Robinson Value Management
Texas
$3.31M +$1.97M +22,659 +147%
GT
938
Greenleaf Trust
Michigan
$3.3M -$437K -5,034 -12%
ZR
939
Zeno Research
New York
$3.29M +$3.29M +37,878 New
DA
940
Dillon & Associates
Michigan
$3.28M -$197K -2,268 -6%
DI
941
Diligent Investors
California
$3.28M +$18.2K +210 +0.6%
AWM
942
Avior Wealth Management
Nebraska
$3.28M +$93.6K +1,080 +3%
PVH
943
Psagot Value Holdings
Israel
$3.27M +$425K +4,892 +15%
DCM
944
Donaldson Capital Management
Indiana
$3.27M -$489K -5,634 -13%
WAP
945
Wealthcare Advisory Partners
Pennsylvania
$3.27M +$52K +598 +2%
PAG
946
Private Advisor Group
New Jersey
$3.26M -$168K -13,092 -5%
VCM
947
Violich Capital Management
California
$3.26M -$172K -1,975 -5%
USCWA
948
U.S. Capital Wealth Advisors
Texas
$3.26M +$378K +4,348 +13%
NIG
949
NFJ Investment Group
Texas
$3.25M -$5.25M -60,406 -62%
LM
950
Lincluden Management
Ontario, Canada
$3.25M -$24.8K -285 -0.8%
36 37
38
39 40