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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 %
PAS
2376
Professional Advisory Services
Florida
$378K – – –
BFS
2377
Bickling Financial Services
Massachusetts
$376K -$64.4K -682 -15%
FWM
2378
Foresight Wealth Management
Utah
$376K -$15.1K -160 -4%
PWM
2379
Prentice Wealth Management
New York
$376K +$376K +3,949 New
CCC
2380
Chelsea Counsel Company
California
$375K -$380K -4,034 -50%
SWM
2381
Segment Wealth Management
Texas
$374K -$7.82K -83 -2%
AWM
2382
Accurate Wealth Management
Florida
$374K +$119K +1,245 +47%
IFPG
2383
Intrepid Financial Planning Group
Indiana
$373K -$16.5K -175 -4%
SFA
2384
Semmax Financial Advisors
North Carolina
$373K +$250K +2,487 +204%
CC
2385
Corton Capital
Ontario, Canada
$372K -$196K -2,074 -34%
EW
2386
Enzi Wealth
Texas
$372K +$372K +3,919 New
MCA
2387
Magnolia Capital Advisors
Mississippi
$370K -$24.1K -255 -6%
BP
2388
Broadleaf Partners
Ohio
$370K – – –
TA
2389
TruWealth Advisors
Louisiana
$369K -$84.2K -894 -19%
NWM
2390
Northwest Wealth Management
Iowa
$369K +$2.83K +30 +0.8%
SHFP
2391
Second Half Financial Partners
Florida
$368K -$121K -1,286 -25%
AHB
2392
Abner Herrman & Brock
New Jersey
$368K -$6.42K -68 -2%
ADBIC
2393
A.D. Beadell Investment Counsel
Wisconsin
$368K +$71.9K +764 +24%
CA
2394
Centerpoint Advisors
Massachusetts
$368K +$72.7K +771 +25%
ACM
2395
Advance Capital Management
Michigan
$367K +$7.64K +81 +2%
HFRG
2396
Houlihan Financial Resource Group
Virginia
$367K +$367K +3,912 New
FI
2397
Financial Insights
Washington
$366K +$366K +3,884 New
RWM
2398
RBA Wealth Management
California
$365K -$1.79K -19 -0.5%
MTWM
2399
Masso Torrence Wealth Management
New Jersey
$363K -$17.5K -185 -5%
SAM
2400
SP Asset Management
California
$363K -$3.96K -42 -1%
94 95
96
97 98