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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
GT
1076
Greenleaf Trust
Michigan
$4.71M +$452K +3,127 +10%
DBT
1077
Dubuque Bank & Trust
Iowa
$4.71M -$169K -1,171 -3%
PAS
1078
Park Avenue Securities
New York
$4.7M +$795K +5,502 +19%
AP
1079
Arlington Partners
Alabama
$4.69M -$127K -879 -3%
NGA
1080
Naples Global Advisors
Florida
$4.66M +$257K +1,777 +6%
ANTB
1081
AMG National Trust Bank
Colorado
$4.65M -$152K -1,050 -3%
FM
1082
Freemont Management
Switzerland
$4.65M +$4.9M +33,900 New
HWM
1083
HB Wealth Management
Georgia
$4.64M +$565K +3,911 +13%
MCM
1084
Mitchell Capital Management
Kansas
$4.63M +$859K +5,940 +21%
JWM
1085
Jeppson Wealth Management
California
$4.63M +$1.83M +12,664 +60%
IIC
1086
Ironwood Investment Counsel
Arizona
$4.62M +$270K +1,867 +6%
AWM
1087
Avior Wealth Management
Nebraska
$4.62M +$5.49K +38 +0.1%
BRM
1088
Boston Research & Management
Massachusetts
$4.61M +$201K +1,390 +4%
BWG
1089
Beta Wealth Group
California
$4.61M +$510K +3,530 +12%
BAM
1090
Brave Asset Management
New Jersey
$4.6M +$212K +1,469 +5%
EL
1091
Essex LLC
Illinois
$4.59M +$231K +1,599 +5%
CS
1092
Comerica Securities
Michigan
$4.58M +$241K +1,665 +5%
FA
1093
FDx Advisors
Illinois
$4.58M +$321K +2,219 +7%
TCM
1094
Twin Capital Management
Pennsylvania
$4.57M -$19.5K -135 -0.4%
RCM
1095
Radnor Capital Management
Pennsylvania
$4.56M -$288K -1,995 -6%
IFWM
1096
Institute for Wealth Management
Colorado
$4.56M +$150K +1,035 +3%
WCA
1097
Westover Capital Advisors
Delaware
$4.55M -$266K -1,843 -5%
DA
1098
DCM Advisors
New York
$4.55M -$462K -3,196 -9%
PA
1099
Parallel Advisors
California
$4.54M +$127K +879 +3%
GAG
1100
GM Advisory Group
New York
$4.54M -$636K -4,402 -12%
42 43
44
45 46

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.