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Walt Disney
DIS

Overview Fund Activity

3,351 hedge funds and large institutions have $181B invested in Walt Disney in 2021 Q4 according to their latest regulatory filings, with 470 funds opening new positions, 1,517 increasing their positions, 1,072 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,351
Holders Change
+276
Holders Change %
+8.98%
% of All Funds
51.75%
Holding in Top 10
144
Holding in Top 10 Change
-57
Holding in Top 10 Change %
-28.36%
% of All Funds
2.22%
New
470
Increased
1,517
Reduced
1,072
Closed
149
Calls
$7.36B
Puts
$10.5B
Net Calls
-$3.16B
Net Calls Change
-$1.17B

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$927M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$419M
3
DCP
D1 Capital Partners
New York
+$362M
4
Verition Fund Management
Verition Fund Management
Connecticut
+$310M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$294M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.61B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$920M
3
BlackRock
BlackRock
New York
-$466M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$428M
5
TP
Third Point
New York
-$333M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMP
2251
Wealth Management Partners
Arizona
$859K +$68.1K +476 +9%
AA
2252
Auxano Advisors
Washington
$857K +$39.2K +253 +5%
PGWM
2253
Pitti Group Wealth Management
New York
$856K +$856K +5,528 New
SS
2254
Sunbelt Securities
Texas
$855K +$305K +2,142 +56%
SDAM
2255
Shulman DeMeo Asset Management
New York
$854K +$2.94K +19 +0.3%
CCT
2256
Capital City Trust
Florida
$853K +$11.6K +75 +1%
MWA
2257
Monograph Wealth Advisors
California
$853K +$853K +5,505 New
SMC
2258
S. Muoio & Co
New York
$852K – – –
OFG
2259
Oxford Financial Group
Indiana
$851K +$37.2K +240 +5%
WFI
2260
West Family Investments
California
$849K +$183K +1,183 +28%
LW
2261
Linscomb Wealth
Texas
$848K -$36.7K -237 -4%
EWM
2262
Evermay Wealth Management
Virginia
$847K +$42.9K +277 +5%
CIC
2263
Chilton Investment Company
Connecticut
$846K -$71.9K -464 -8%
MIM
2264
MTM Investment Management
South Carolina
$846K – – –
PFA
2265
Paradigm Financial Advisors
Missouri
$837K -$29.7K -192 -3%
PA
2266
PSI Advisors
Florida
$837K +$387K +2,499 +86%
FP
2267
Financial Perspectives
Minnesota
$835K – – –
RCG
2268
Resource Consulting Group
Florida
$834K +$834K +5,384 New
CRI
2269
Colonial River Investments
Virginia
$833K -$820K -5,290 -50%
FPFS
2270
First Personal Financial Services
North Carolina
$833K +$18K +116 +2%
NCM
2271
Neumann Capital Management
California
$831K – – –
Kayne Anderson Rudnick Investment Management
2272
Kayne Anderson Rudnick Investment Management
California
$830K +$3.25K +21 +0.4%
VA
2273
Valmark Advisers
Ohio
$827K +$36.2K +234 +5%
AWA
2274
Acorn Wealth Advisors
Michigan
$826K +$7.74K +50 +0.9%
VCM
2275
Vivaldi Capital Management
Illinois
$826K +$83.8K +541 +11%
89 90
91
92 93