DIS icon

Walt Disney
DIS

Overview Fund Activity

2,996 hedge funds and large institutions have $106B invested in Walt Disney in 2022 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 1,246 increasing their positions, 1,408 reducing their positions, and 351 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,996
Holders Change
-279
Holders Change %
-8.52%
% of All Funds
50.66%
Holding in Top 10
80
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-36.51%
% of All Funds
1.35%
New
115
Increased
1,246
Reduced
1,408
Closed
351
Calls
$3.26B
Puts
$3.84B
Net Calls
-$578M
Net Calls Change
+$1.49B

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$723M
2
Morgan Stanley
Morgan Stanley
New York
+$469M
3
Primecap Management
Primecap Management
California
+$183M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$164M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$154M

Top Sellers

1
MCMC
Matrix Capital Management Company
New Hampshire
-$868M
2
Bank of America
Bank of America
North Carolina
-$741M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$332M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$237M
5
Franklin Resources
Franklin Resources
California
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
2201
Keebeck Wealth Management
Illinois
$508K -$53.4K -565 -10%
PL
2202
Plancorp LLC
Missouri
$508K -$31.4K -332 -6%
HCM
2203
HM Capital Management
Missouri
$508K +$2.26K +24 +0.4%
TMWM
2204
Taylor & Morgan Wealth Management
Michigan
$508K +$25K +265 +5%
IWA
2205
Inspirion Wealth Advisors
Illinois
$507K +$118K +1,256 +30%
NCM
2206
Neumann Capital Management
California
$506K – – –
RCG
2207
Resource Consulting Group
Florida
$498K -$9.45K -100 -2%
FPFS
2208
First Personal Financial Services
North Carolina
$498K – – –
EDRIA
2209
Edmonds Duncan Registered Investment Advisors
Kansas
$498K +$9.44K +100 +2%
SAM
2210
Smithbridge Asset Management
Pennsylvania
$497K -$42.2K -447 -8%
BWM
2211
Baystate Wealth Management
Massachusetts
$496K -$19.3K -204 -4%
EIP
2212
Ellis Investment Partners
Pennsylvania
$496K +$472 +5 +0.1%
FCA
2213
FinTrust Capital Advisors
South Carolina
$495K -$46.9K -456 -9%
CCA
2214
Childress Capital Advisors
Texas
$494K -$107K -1,131 -18%
HC
2215
Hoese & Co
Minnesota
$494K -$81.1K -860 -14%
KWA
2216
KCS Wealth Advisory
California
$494K – – –
GAMC
2217
Garner Asset Management Corp
Texas
$494K +$50.1K +531 +11%
ECM
2218
EagleClaw Capital Management
Massachusetts
$493K -$29.8K -315 -6%
TC
2219
Titleist Capital
Texas
$493K +$26.9K +285 +6%
KSWA
2220
Kathleen S. Wright Associates
Pennsylvania
$491K -$66.1K -700 -12%
GRQ
2221
Gardner Russo & Quinn
Pennsylvania
$491K -$4.53K -48 -0.9%
SFWA
2222
Summit Financial Wealth Advisors
Louisiana
$491K +$821 +8 +0.2%
PB
2223
Pinnacle Bancorp
Nebraska
$489K -$53.9K -571 -10%
GEA
2224
Glen Eagle Advisors
New Jersey
$486K -$41.6K -441 -8%
OFG
2225
Oxford Financial Group
Indiana
$486K +$377 +4 +0.1%
87 88
89
90 91