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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 %
QWM
1951
QP Wealth Management
New Jersey
$724K +$103K +1,053 +17%
SFWC
1952
Strategic Family Wealth Counselors
New Jersey
$722K +$4.72K +50 +0.7%
KC
1953
Kingfisher Capital
North Carolina
$721K -$1.2M -12,764 -63%
PGWM
1954
Parisi Gray Wealth Management
New Jersey
$721K -$1.6K -17 -0.2%
BCAM
1955
Boston Common Asset Management
Massachusetts
$720K -$5.31M -56,287 -88%
TNBTD
1956
Trustmark National Bank Trust Department
Mississippi
$720K -$70.8K -750 -9%
PWA
1957
Providence Wealth Advisors
Illinois
$719K -$43.5K -487 -6%
PWM
1958
PBMares Wealth Management
Virginia
$718K -$10K -106 -1%
KIC
1959
Kensington Investment Counsel
California
$718K – – –
FAM
1960
Formidable Asset Management
Ohio
$716K -$124K -1,186 -15%
RB
1961
Renasant Bank
Mississippi
$716K -$17.6K -186 -2%
SFG
1962
StrategIQ Financial Group
Indiana
$716K +$566 +6 +0.1%
WA
1963
WealthTrust Axiom
Pennsylvania
$712K – – –
FPCM
1964
Financial Partners Capital Management
New York
$711K -$48.1K -510 -6%
SWP
1965
Strategic Wealth Partners
Ohio
$711K +$73.7K +781 +12%
WPA
1966
West Paces Advisors
Georgia
$710K -$34.4K -365 -5%
SC
1967
Saybrook Capital
North Carolina
$708K – – –
LFA
1968
Legacy Financial Advisors
Kentucky
$705K +$249K +2,643 +55%
WAM
1969
Wolverine Asset Management
Illinois
$705K +$705K +7,481 New
FBC
1970
Fairfield, Bush & Co
Connecticut
$704K -$4.25K -45 -0.6%
AL
1971
Arnhold LLC
New York
$704K – – –
CPIA
1972
Cornell Pochily Investment Advisors
New York
$704K +$10.4K +110 +1%
RBFC
1973
Roman Butler Fullerton & Co
Missouri
$703K -$353K -3,797 -33%
KCM
1974
Karp Capital Management
California
$701K -$1.99M -21,112 -74%
HPWA
1975
Hall Private Wealth Advisors
North Carolina
$701K +$701K +7,435 New
77 78
79
80 81