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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 %
SFS
2076
Summit Financial Strategies
Ohio
$598K +$6.23K +66 +1%
IF
2077
Intrua Financial
Texas
$597K -$562K -5,959 -48%
CHP
2078
Cable Hill Partners
Oregon
$592K +$114K +1,206 +24%
Fiera Capital (Canada)
2079
Fiera Capital (Canada)
Quebec, Canada
$591K +$46K +488 +8%
EWA
2080
EverSource Wealth Advisors
Alabama
$590K +$355K +3,757 +151%
Bank of Montreal
2081
Bank of Montreal
Ontario, Canada
$589K -$231K -1,246,480 -28%
BOM
2082
Bank of Marin
California
$589K -$54.1K -574 -8%
JGIA
2083
Jackson Grant Investment Advisers
Connecticut
$589K – – –
ECM
2084
EagleClaw Capital Management
Massachusetts
$589K +$96.7K +1,025 +20%
MCM
2085
Morton Capital Management
California
$588K +$8.4K +89 +1%
PPWM
2086
Paragon Private Wealth Management
Kentucky
$588K -$12K -115 -2%
FBT
2087
First Bankers Trust
Kentucky
$588K +$2.92K +31 +0.5%
KTA
2088
Keeley-Teton Advisors
Illinois
$586K – – –
ONST
2089
Old North State Trust
North Carolina
$586K +$585K +6,211 +103,517%
AWP
2090
Accretive Wealth Partners
New Jersey
$585K +$14.5K +154 +3%
FFA
2091
Fairfield Financial Advisors
Massachusetts
$581K -$46.4K -492 -7%
CL
2092
CPWM LLC
Washington
$580K -$378K -4,014 -39%
AA
2093
Addison Advisors
Vermont
$580K +$6.42K +68 +1%
JDR
2094
Jay D. Rosenbaum
$579K -$179K -1,895 -24%
PFG
2095
PAX Financial Group
Texas
$579K +$10.5K +111 +2%
BCP
2096
Berkeley Capital Partners
Georgia
$578K -$2.26K -24 -0.4%
KOC
2097
Koss-Olinger Consulting
Florida
$576K +$302K +3,201 +110%
VCM
2098
Viewpoint Capital Management
Washington
$574K -$7.08K -75 -1%
HIC
2099
Harvey Investment Company
Kentucky
$574K – – –
DDC
2100
DF Dent & Co
Maryland
$572K +$33.7K +357 +6%
82 83
84
85 86