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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 %
CBC
2751
Coombe, Bender & Co
New York
$170K -$2.32K -26 -1%
TWD
2752
True Wealth Design
Ohio
$169K -$39.5K -442 -19%
HWA
2753
HHM Wealth Advisors
Tennessee
$162K +$3.04K +34 +2%
PP
2754
PrairieView Partners
Minnesota
$156K +$8.91K +100 +6%
WPWM
2755
Western Pacific Wealth Management
Illinois
$153K – – –
WWP
2756
WR Wealth Planners
Missouri
$153K +$10.2K +114 +7%
VF
2757
VitalStone Financial
Texas
$151K +$93.6K +916 +163%
MAM
2758
Meeder Asset Management
Ohio
$148K -$76.7K -859 -34%
BAM
2759
Bosun Asset Management
Illinois
$147K +$147K +1,642 New
SC
2760
Stephens Consulting
Michigan
$145K -$15K -168 -9%
AWM
2761
AllSquare Wealth Management
New York
$144K – – –
SIS
2762
Strategic Investment Solutions
Illinois
$141K -$75.6K -854 -35%
TAM
2763
Tucker Asset Management
Colorado
$140K +$8.93K +100 +7%
DIP
2764
DT Investment Partners
Pennsylvania
$132K – – –
MME
2765
Meag Munich Ergo
Germany
$131K – – –
TF
2766
TimeScale Financial
Massachusetts
$130K +$893 +10 +0.7%
PP
2767
PFS Partners
New Jersey
$128K +$6.34K +71 +5%
LFA
2768
Level Financial Advisors
New York
$127K – – –
DAC
2769
Dividend Assets Capital
South Carolina
$127K -$43.2K -485 -25%
MBFW
2770
Morton Brown Family Wealth
Pennsylvania
$126K -$3.3K -37 -3%
CFO
2771
CVA Family Office
Colorado
$120K -$66.1K -741 -35%
CWM
2772
Compass Wealth Management
Connecticut
$119K -$10.4K -117 -8%
SWA
2773
Sutton Wealth Advisors
Florida
$119K -$25.2K -282 -17%
BWS
2774
Buck Wealth Strategies
Colorado
$118K +$53.6K +600 +83%
PAG
2775
Paladin Advisory Group
Iowa
$114K -$32.3K -362 -22%
109 110
111
112 113