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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 %
NWA
2551
Navis Wealth Advisors
New York
$255K +$26.8K +300 +12%
CFGSD
2552
Compass Financial Group (South Dakota)
South Dakota
$254K – – –
SFB
2553
STAR Financial Bank
Indiana
$254K +$7.41K +83 +3%
NL
2554
NKCFO LLC
Illinois
$254K – – –
MSWM
2555
McGlone Suttner Wealth Management
Wisconsin
$254K +$446 +5 +0.2%
MHR
2556
Matthew Hamilton Rosenberg
$253K -$80.1K -897 -24%
KPWG
2557
KFA Private Wealth Group
Virginia
$253K +$12.8K +143 +5%
KOCAA
2558
Knights of Columbus Asset Advisors
Connecticut
$253K -$281K -3,152 -53%
CCM
2559
Cohen Capital Management
California
$253K +$253K +2,830 New
NRC
2560
New Republic Capital
North Carolina
$252K -$9.37K -105 -4%
SFC
2561
Strategic Financial Concepts
Texas
$252K +$23.7K +265 +10%
FPWM
2562
FSB Premier Wealth Management
Iowa
$251K +$2.68K +30 +1%
HNW
2563
High Note Wealth
Minnesota
$251K +$268 +3 +0.1%
CWM
2564
Collaborative Wealth Management
Florida
$250K -$714 -8 -0.3%
CGH
2565
CMG Global Holdings
Texas
$250K – – –
CIC
2566
Chilton Investment Company
Connecticut
$249K +$249K +2,793 New
IAG
2567
Investment Advisory Group
Massachusetts
$249K – – –
JJBC
2568
James J. Burns & Company
New York
$249K +$10.8K +121 +5%
BW
2569
BIP Wealth
Georgia
$248K -$26.2K -293 -10%
NCM
2570
Northwest Capital Management
Oregon
$248K -$29.6K -331 -11%
CSWG
2571
Cardinal Strategic Wealth Guidance
Kentucky
$248K -$178 -2 -0.1%
SGCA
2572
Steel Grove Capital Advisors
Tennessee
$248K +$58.6K +656 +31%
PPW
2573
Parcion Private Wealth
Washington
$248K – – –
PIM
2574
Progressive Investment Management
Oregon
$246K -$893 -10 -0.4%
SFM
2575
Signet Financial Management
New Jersey
$246K -$25.3K -283 -9%
101 102
103
104 105