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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 %
CIM
2776
Contravisory Investment Management
Massachusetts
$113K – – –
RCG
2777
Rock Creek Group
District of Columbia
$113K +$25.6K +287 +29%
MAM
2778
Magellan Asset Management
Australia
$112K – – –
NOI
2779
Newton One Investments
Delaware
$111K +$17.9K +200 +19%
MCA
2780
Maryland Capital Advisors
Maryland
$109K +$536 +6 +0.5%
KFS
2781
Kelly Financial Services
Massachusetts
$108K -$2.14K -24 -2%
AFS
2782
Annapolis Financial Services
Maryland
$108K +$179 +2 +0.2%
HS
2783
Horan Securities
United States
$107K -$144K -1,614 -57%
IFAM
2784
Institutional & Family Asset Management
Colorado
$106K +$5K +56 +5%
KC
2785
Kenfarb & Co
Kentucky
$103K – – –
LSA
2786
Lansing Street Advisors
Pennsylvania
$101K +$1.96K +22 +2%
RAM
2787
Riggs Asset Management
Pennsylvania
$99.6K -$4.46K -50 -4%
SAG
2788
Spotlight Asset Group
Illinois
$96.8K +$96.8K +1,084 New
CP
2789
Castleview Partners
Texas
$96.6K -$1.52K -17 -2%
CFG
2790
CKW Financial Group
Hawaii
$95K – – –
FMP
2791
Financial Management Professionals
Texas
$91K -$24.3K -274 -21%
2L
2792
25 LLC
Missouri
$90.6K -$362 -4 -0.4%
HWM
2793
HighMark Wealth Management
Minnesota
$90.1K -$26.2K -286 -23%
OLVIG
2794
Oliver Lagore Vanvalin Investment Group
Michigan
$89.9K +$5.36K +60 +6%
HI
2795
Hoey Investments
Pennsylvania
$89.5K -$57.9K -649 -39%
AFIA
2796
America First Investment Advisors
Nebraska
$89.4K – – –
JCP
2797
Jennifer C. Price
$89.3K – – –
RDFA
2798
Ritter Daniher Financial Advisory
Ohio
$89.1K -$98.2K -1,100 -52%
AW
2799
Avion Wealth
Texas
$89K +$3.46K +39 +4%
FWA
2800
FSC Wealth Advisors
New York
$88.1K +$17.9K +201 +26%
110 111
112
113 114