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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 %
EP
2526
Edgestream Partners
New Jersey
$262K +$262K +2,932 New
RCWM
2527
Royal Capital Wealth Management
Indiana
$262K +$1.79K +20 +0.7%
SWRP
2528
Summit Wealth & Retirement Planning
California
$262K -$4.46K -50 -2%
SL
2529
Sentinus LLC
Illinois
$262K -$6.52K -73 -2%
KFS
2530
Kaizen Financial Strategies
California
$261K +$72.1K +800 +38%
SPIO
2531
Seven Post Investment Office
California
$261K – – –
AFP
2532
Alpha Financial Partners
Kentucky
$260K – – –
DAM
2533
Derbend Asset Management
Georgia
$259K +$6.07K +68 +2%
WWM
2534
WJ Wealth Management
Arizona
$259K +$259K +2,900 New
AWM
2535
Avaii Wealth Management
Wisconsin
$259K -$115K -1,291 -31%
BFA
2536
Benedict Financial Advisors
Georgia
$258K -$5.09K -57 -2%
FIA
2537
FNY Investment Advisers
New York
$258K -$358K -4,025 -58%
PTC
2538
Philadelphia Trust Company
Pennsylvania
$258K -$172K -1,921 -40%
CWP
2539
Concord Wealth Partners
Virginia
$258K +$9.11K +102 +4%
PFA
2540
Pathway Financial Advisors
Vermont
$257K – – –
HL
2541
HeadInvest LLC
Maine
$257K -$106K -1,187 -29%
LWM
2542
Lodestone Wealth Management
Washington
$257K -$893 -10 -0.3%
AWM
2543
Accurate Wealth Management
Florida
$257K -$91.5K -1,032 -26%
MC
2544
Miramar Capital
Illinois
$257K -$14.8K -166 -5%
PAM
2545
Peninsula Asset Management
Florida
$257K – – –
TCM
2546
Tradewinds Capital Management
Washington
$257K -$5.8K -65 -2%
RPA
2547
Rock Point Advisors
Vermont
$256K +$3.57K +40 +1%
MPM
2548
Meritage Portfolio Management
Kansas
$256K -$2.68K -30 -1%
SIM
2549
SSI Investment Management
California
$256K -$43.8K -491 -15%
AGC
2550
Aspen Grove Capital
Colorado
$255K +$68K +762 +36%
100 101
102
103 104