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Walt Disney
DIS

Overview Fund Activity

2,938 hedge funds and large institutions have $104B invested in Walt Disney in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 1,089 increasing their positions, 1,426 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,938
Holders Change
-110
Holders Change %
-3.61%
% of All Funds
46.33%
Holding in Top 10
53
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-43.01%
% of All Funds
0.84%
New
143
Increased
1,089
Reduced
1,426
Closed
231
Calls
$3.95B
Puts
$4.49B
Net Calls
-$540M
Net Calls Change
-$822M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$463M
2
Barclays
Barclays
United Kingdom
+$285M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$266M
4
State Street
State Street
Massachusetts
+$222M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$182M

Top Sellers

1
IRAG
Investment Research & Advisory Group
Georgia
-$25.4B
2
OIAM
OFI Invest Asset Management
France
-$2.68B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$689M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$266M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
2501
Centerpoint Advisors
Massachusetts
$274K -$44.7K -501 -14%
BWM
2502
Buckley Wealth Management
Nevada
$274K +$53.3K +597 +24%
EFM
2503
E Fund Management
China
$272K -$31.3K -351 -10%
NRI
2504
NFP Retirement Inc
California
$271K -$17.9K -201 -6%
SPWG
2505
Sage Private Wealth Group
Illinois
$271K -$6.43K -72 -2%
FFL
2506
Financial Freedom LLC
Ohio
$271K – – –
IW
2507
Imprint Wealth
South Carolina
$270K +$270K +2,997 New
CCG
2508
Capital CS Group
California
$270K – – –
Cohen & Steers
2509
Cohen & Steers
New York
$270K – – –
CFO
2510
Custos Family Office
Texas
$270K – – –
ACA
2511
Affinity Capital Advisors
California
$269K -$12.5K -140 -4%
TFA
2512
Teamwork Financial Advisors
Texas
$269K +$269K +3,014 New
LWMG
2513
Levy Wealth Management Group
Pennsylvania
$268K -$1.43K -16 -0.5%
CSA
2514
Cottage Street Advisors
Massachusetts
$268K -$32.5K -364 -11%
WBG
2515
Wharton Business Group
Pennsylvania
$268K +$58.5K +655 +28%
CAS
2516
Coppell Advisory Solutions
Texas
$268K -$5.27K -59 -2%
RWMG
2517
Redwood Wealth Management Group
New Jersey
$267K +$26.4K +296 +11%
AFG
2518
ABLE Financial Group
Arizona
$267K +$5.54K +62 +2%
GB
2519
Goepper Burkhardt
South Carolina
$266K -$15.2K -170 -5%
HKAM
2520
Horizon Kinetics Asset Management
New York
$265K -$245K -2,740 -48%
EWM
2521
Evermay Wealth Management
Virginia
$265K -$43.9K -492 -14%
FCMT
2522
Founders Capital Management (Texas)
Texas
$264K -$44.6K -499 -14%
CPA
2523
Cardiff Park Advisors
California
$264K – – –
CHA
2524
Cooper/Haims Advisors
New York
$263K – – –
ECG
2525
EPIQ Capital Group
California
$263K – – –
99 100
101
102 103