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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 %
NMG
2951
New Millennium Group
Utah
$58.8K +$2.51K +25 +4%
NC
2952
NewSquare Capital
Pennsylvania
$58.7K +$27.8K +278 +90%
PPWM
2953
PFG Private Wealth Management
Florida
$58.6K -$7.41K -74 -11%
NC
2954
Nightview Capital
Texas
$57.1K -$27.7K -277 -33%
GC
2955
Gould Capital
Washington
$54.6K +$5.01K +50 +10%
CWA
2956
Carolina Wealth Advisors
South Carolina
$54.6K +$10.1K +101 +23%
HB
2957
Horizon Bancorp
Indiana
$54K +$1.5K +15 +3%
KHC
2958
Koesten Hirschmann & Crabtree
Kansas
$53.2K -$100 -1 -0.2%
AIP
2959
Ahrens Investment Partners
Louisiana
$52.3K +$52.3K +522 New
KM
2960
Kalos Management
Georgia
$52.1K +$52.1K +520 New
SC
2961
Solstein Capital
California
$52K – – –
EPM
2962
Equitec Proprietary Markets
Illinois
$50.1K – – –
ECM
2963
EMC Capital Management
Texas
$50K -$100K -1,000 -67%
APC
2964
Aspire Private Capital
North Carolina
$49.6K -$172K -1,720 -78%
RFG
2965
RFP Financial Group
Georgia
$47.9K -$438K -4,372 -90%
FCA
2966
Fortis Capital Advisors
Kansas
$45.1K – – –
BIA
2967
Bell Investment Advisors
California
$44.3K +$12.7K +127 +40%
CWA
2968
Core Wealth Advisors
Florida
$42.4K +$3.4K +34 +9%
WAM
2969
WFA Asset Management
Wisconsin
$42.2K -$17.2K -172 -29%
AWM
2970
Avondale Wealth Management
Texas
$40.8K – – –
CMP
2971
Coston McIsaac & Partners
Maine
$40K – – –
WIM
2972
WealthPlan Investment Management
Nebraska
$39.9K -$537K -5,359 -93%
MAM
2973
Marquette Asset Management
Minnesota
$35K – – –
RA
2974
Rational Advisors
New York
$34.9K +$1.9K +19 +6%
LIA
2975
Luken Investment Analytics
Tennessee
$33.5K – – –
117 118
119
120 121