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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 %
AL
2701
ADE LLC
Maryland
$207K – – –
W
2702
WealthOne
New York
$207K -$40.2K -450 -16%
SWM
2703
SFG Wealth Management
Maryland
$207K +$207K +2,313 New
TIM
2704
Tortoise Investment Management
New York
$206K – – –
AAM
2705
AMI Asset Management
California
$206K +$10.4K +117 +5%
SAM
2706
S.A. Mason
Michigan
$205K – – –
THWM
2707
Taylor Hoffman Wealth Management
Virginia
$205K -$158K -1,768 -43%
AHB
2708
Abner Herrman & Brock
New Jersey
$205K +$5.18K +58 +3%
EW
2709
Element Wealth
Mississippi
$205K +$2.68K +30 +1%
FC
2710
Financial Council
Maryland
$204K -$62K -694 -23%
MHWM
2711
Montz Harcus Wealth Management
Louisiana
$204K -$12.3K -138 -6%
BBWP
2712
Beacon Bridge Wealth Partners
Pennsylvania
$204K -$8.93K -100 -4%
KIA
2713
Kraematon Investment Advisors
Massachusetts
$203K – – –
PWM
2714
Paulson Wealth Management
Illinois
$203K +$203K +2,278 New
FIBT
2715
First International Bank & Trust
North Dakota
$203K -$12.9K -145 -6%
RRA
2716
Round Rock Advisors
Connecticut
$203K – – –
BOM
2717
Bank of Marin
California
$203K -$112K -1,251 -35%
TFF
2718
The Family Firm
Maryland
$203K – – –
CNB
2719
Camden National Bank
Maine
$202K -$3.66K -41 -2%
WPA
2720
Winning Points Advisors
Florida
$202K +$2.26K +25 +1%
HAS
2721
Holland Advisory Services
Florida
$201K -$6.16K -69 -3%
CW
2722
Cook Wealth
North Carolina
$201K +$18.4K +216 +10%
UWM
2723
USAdvisors Wealth Management
Minnesota
$201K -$18.8K -209 -9%
CWM
2724
Castle Wealth Management
Florida
$201K +$4.64K +52 +2%
AWC
2725
Adamsbrown Wealth Consultants
Kansas
$200K -$1.7K -19 -0.8%
107 108
109
110 111