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Walt Disney
DIS

Overview Fund Activity

3,048 hedge funds and large institutions have $119B invested in Walt Disney in 2023 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,296 increasing their positions, 1,210 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,048
Holders Change
+75
Holders Change %
+2.52%
% of All Funds
48.78%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.49%
New
257
Increased
1,296
Reduced
1,210
Closed
126
Calls
$4.93B
Puts
$4.65B
Net Calls
+$282M
Net Calls Change
+$275M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.28B
2
Bank of America
Bank of America
North Carolina
$1.91B
3
Coatue Management
Coatue Management
New York
$295M
4
Capital International Investors
Capital International Investors
California
$268M
5
Amundi
Amundi
France
$1.05B

Top Sellers

1
Barclays
Barclays
United Kingdom
$221M
2
TFM
Trian Fund Management
New York
$592M
3
Citadel Advisors
Citadel Advisors
Florida
$23M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$639M
5
Capital World Investors
Capital World Investors
California
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
2926
Avion Wealth
Texas
$83K – – –
UIA
2927
Ulland Investment Advisors
Minnesota
$83K – – –
TCWA
2928
Ten Capital Wealth Advisors
Washington
$82.8K +$6.51K +65 +9%
ST
2929
Sageworth Trust
Pennsylvania
$82.2K – – –
CM
2930
Cornerstone Management
Georgia
$82K – – –
RA
2931
Rise Advisors
New York
$81.2K -$23K -230 -22%
ACM
2932
Antonetti Capital Management
Florida
$79.3K – – –
FWA
2933
FSC Wealth Advisors
New York
$78.7K +$10.4K +104 +15%
EL
2934
EMFO LLC
Florida
$77.7K – – –
AWM
2935
Abound Wealth Management
Tennessee
$77.4K +$14.1K +141 +22%
CH
2936
Canton Hathaway
Rhode Island
$75K – – –
BWS
2937
Buck Wealth Strategies
Colorado
$72.6K +$72.6K +725 New
TCCM
2938
Timber Creek Capital Management
Massachusetts
$71.4K – – –
CCM
2939
Carderock Capital Management
Maryland
$70.1K +$70.1K +700 New
IAS
2940
IMA Advisory Services
Colorado
$69.1K -$57.9K -578 -46%
CWM
2941
Cranbrook Wealth Management
Michigan
$67.4K +$300 +3 +0.4%
SHIM
2942
Stone House Investment Management
Pennsylvania
$66.6K +$66.6K +665 New
GCP
2943
Garda Capital Partners
Minnesota
$64.9K +$64.9K +648 New
PP
2944
Pacifica Partners
Canada
$64.5K – – –
BHWM
2945
Beaird Harris Wealth Management
Texas
$64.5K -$38.6K -385 -37%
PCM
2946
Penserra Capital Management
California
$63K -$18.5K -188 -23%
SL
2947
Savior LLC
Massachusetts
$60.6K -$1.5K -15 -2%
MCI
2948
MRP Capital Investments
Georgia
$60.1K – – –
PCC
2949
Park Circle Company
Maryland
$60.1K – – –
DCBT
2950
Dakota Community Bank & Trust
North Dakota
$59.3K +$41.8K +417 +238%
116 117
118
119 120