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Walt Disney
DIS

Overview Fund Activity

2,984 hedge funds and large institutions have $109B invested in Walt Disney in 2022 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 1,330 increasing their positions, 1,192 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,984
Holders Change
-12
Holders Change %
-0.4%
% of All Funds
51.6%
Holding in Top 10
102
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.5%
% of All Funds
1.76%
New
148
Increased
1,330
Reduced
1,192
Closed
127
Calls
$4.17B
Puts
$4.04B
Net Calls
+$126M
Net Calls Change
+$704M

Top Buyers

1
Newport Trust Company
Newport Trust Company
District of Columbia
+$1.22B
2
Fisher Asset Management
Fisher Asset Management
Washington
+$439M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$307M
4
Amundi
Amundi
France
+$264M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$262M

Top Sellers

1
SGA
Sustainable Growth Advisers
Connecticut
-$267M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$164M
3
ClearBridge Investments
ClearBridge Investments
New York
-$158M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$135M
5
State Street
State Street
Massachusetts
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLI
1126
Sumitomo Life Insurance
Japan
$2.8M -$340K -3,605 -11%
AWAP
1127
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.79M +$81.8K +867 +3%
UF
1128
Univest Financial
Pennsylvania
$2.78M -$381K -4,045 -12%
RIA
1129
Regal Investment Advisors
Michigan
$2.78M -$24.8K -263 -0.9%
MCM
1130
Marsico Capital Management
Colorado
$2.75M -$1.36M -14,424 -33%
NGA
1131
Naples Global Advisors
Florida
$2.75M -$336K -3,560 -11%
CAL
1132
Capital Analysts LLC
Pennsylvania
$2.74M +$151K +1,601 +6%
LWAC
1133
Laurel Wealth Advisors (California)
California
$2.74M +$54.4K +577 +2%
IIA
1134
IPG Investment Advisors
California
$2.73M -$760K -8,058 -22%
SWM
1135
SeaCrest Wealth Management
New York
$2.73M +$329K +3,491 +14%
BWL
1136
Bogart Wealth LLC
Virginia
$2.72M +$227K +2,406 +9%
JCM
1137
Jacobi Capital Management
Pennsylvania
$2.72M +$154K +1,633 +6%
FFM
1138
Forum Financial Management
Illinois
$2.72M +$235K +2,496 +9%
VIM
1139
VELA Investment Management
Ohio
$2.72M +$186K +1,971 +7%
AMG
1140
Asset Management Group
Connecticut
$2.71M +$70.4K +746 +3%
BHIA
1141
Birch Hill Investment Advisors
Massachusetts
$2.71M -$1.07M -11,290 -28%
PC
1142
Permanens Capital
New York
$2.68M -$1.02M -10,840 -28%
RDWM
1143
Red Door Wealth Management
Tennessee
$2.67M +$74.6K +791 +3%
HAC
1144
Harbor Advisory Corp
New Hampshire
$2.67M -$152K -1,610 -5%
DWA
1145
Douglass Winthrop Advisors
New York
$2.66M -$178K -1,892 -6%
RSWM
1146
Robertson Stephens Wealth Management
California
$2.66M +$107K +1,134 +4%
NPA
1147
Nichols & Pratt Advisers
Massachusetts
$2.64M -$77.1K -817 -3%
CB
1148
Community Bank
New York
$2.64M +$38.6K +409 +1%
FAIM
1149
Financial Advocates Investment Management
Washington
$2.64M -$355K -3,773 -12%
LFG
1150
Larson Financial Group
Missouri
$2.63M +$1.67M +17,675 +172%
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