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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 %
ZCI
1701
Zevenbergen Capital Investments
Washington
$1.08M +$108K +1,145 +11%
OF
1702
Outfitter Financial
Maine
$1.08M – – –
SIC
1703
Samalin Investment Counsel
New York
$1.08M +$443K +4,694 +69%
PWM
1704
Palumbo Wealth Management
New York
$1.08M -$39K -414 -3%
GWS
1705
Glassman Wealth Services
Virginia
$1.08M -$76.8K -814 -7%
LIA
1706
LBMC Investment Advisors
Tennessee
$1.08M – – –
MW
1707
Marcum Wealth
Ohio
$1.07M +$8.11K +86 +0.8%
PCM
1708
Poehling Capital Management
Wisconsin
$1.07M +$617K +6,545 +138%
FLI
1709
Family Legacy Inc
South Carolina
$1.06M +$29.8K +316 +3%
GWMIA
1710
Global Wealth Management Investment Advisory
Florida
$1.06M +$73.8K +782 +7%
CT
1711
Columbia Trust
Oregon
$1.06M +$105K +1,116 +11%
AGAM
1712
Audent Global Asset Management
California
$1.05M -$850K -9,014 -45%
APIM
1713
Agate Pass Investment Management
Washington
$1.05M -$2.45K -26 -0.2%
MPCG
1714
Matrix Private Capital Group
New York
$1.05M -$222K -2,352 -17%
Q
1715
QVR
California
$1.05M +$705K +7,474 +207%
JPLA
1716
Joseph P. Lucia & Associates
New York
$1.04M +$146K +1,551 +16%
OAM
1717
Oak Asset Management
California
$1.04M +$1.04M +11,067 New
SF
1718
Summit Financial
New Jersey
$1.04M -$25.8K -273 -2%
BHBT
1719
Burke & Herbert Bank & Trust
Virginia
$1.04M -$6.7K -71 -0.6%
BONH
1720
Bank of New Hampshire
New Hampshire
$1.04M -$29.2K -310 -3%
PFG
1721
Peterson Financial Group
Iowa
$1.04M -$112K -1,184 -10%
MWM
1722
Modera Wealth Management
New Jersey
$1.03M -$45K -477 -4%
GFPC
1723
Global Financial Private Client
Florida
$1.03M -$16.3K -168 -2%
CA
1724
Claro Advisors
Massachusetts
$1.03M – – –
NF
1725
Nikulski Financial
Iowa
$1.03M +$3.96K +42 +0.4%
67 68
69
70 71