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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 %
LD
2626
Lipe & Dalton
New York
$227K – – –
DFS
2627
Dixon Fnancial Services
California
$227K – – –
CWA
2628
CJM Wealth Advisers
Virginia
$226K -$8.93K -100 -4%
MFWP
2629
Mosaic Family Wealth Partners
Missouri
$226K -$5K -56 -2%
BWA
2630
Blodgett Wealth Advisors
California
$225K -$35.7K -400 -14%
GAM
2631
Gould Asset Management
California
$225K – – –
KIG
2632
Kennedy Investment Group
New Jersey
$225K +$30.4K +340 +16%
HPWM
2633
High Pines Wealth Management
Massachusetts
$225K +$714 +8 +0.3%
OCPWS
2634
One Charles Private Wealth Services
Massachusetts
$225K -$2.41K -27 -1%
TCPWM
2635
Traverso Chambers Private Wealth Management
California
$225K +$1.34K +15 +0.6%
TLA
2636
Tanglewood Legacy Advisors
Texas
$224K – – –
DP
2637
Denver PWM
Colorado
$224K -$5.01K -56 -2%
HI
2638
Hudock Inc
Pennsylvania
$224K -$27.7K -310 -11%
KA
2639
Kearns & Associates
California
$223K -$46.4K -520 -17%
GC
2640
Gruss & Co
Florida
$223K – – –
EW
2641
Enzi Wealth
Texas
$223K -$65K -718 -23%
HWM
2642
HFR Wealth Management
New York
$223K – – –
BWP
2643
Bernardo Wealth Planning
Pennsylvania
$223K +$1.61K +18 +0.7%
AWS
2644
Arkfeld Wealth Strategies
Nebraska
$222K +$1.35K +15 +0.6%
OKSA
2645
O'Keefe Stevens Advisory
New York
$222K +$8.48K +95 +4%
FA
2646
Financial Advisors
Massachusetts
$222K +$34.4K +385 +18%
AWMG
2647
Alliance Wealth Management Group
New Jersey
$221K +$179 +2 +0.1%
TWM
2648
Tradition Wealth Management
Minnesota
$221K -$357 -4 -0.2%
PDM
2649
Penn Davis McFarland
Texas
$221K +$221K +2,474 New
PWC
2650
PYA Waltman Capital
Tennessee
$221K – – –
104 105
106
107 108