DIS icon

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 %
OA
2976
Operose Advisors
Wisconsin
$31.9K – – –
TCM
2977
TD Capital Management
Tennessee
$31K – – –
JGCM
2978
Joseph Group Capital Management
Ohio
$30K -$1.2M -11,971 -98%
RWPA
2979
Richard W. Paul & Associates
Michigan
$28K -$100K -1,000 -78%
DFCM
2980
Dark Forest Capital Management
Puerto Rico
$27.9K +$27.9K +279 New
EA
2981
Evolution Advisers
Virginia
$27K – – –
AJ
2982
Ashburton (Jersey)
Jersey
$27K – – –
RG
2983
Retirement Group
California
$27K +$3.09K +31 +13%
OAJ
2984
Ogorek Anthony Joseph
New York
$27K +$27K +270 New
FCG
2985
Financial Connections Group
California
$26K -$7.32K -74 -22%
BAM
2986
Baldrige Asset Management
Pennsylvania
$26K +$2.47K +25 +11%
CWM
2987
CarsonAllaria Wealth Management
Illinois
$24.2K -$11.8K -118 -33%
MLA
2988
MB, Levis & Associates
Pennsylvania
$23.4K +$10.9K +109 +87%
IHWM
2989
Iron Horse Wealth Management
Iowa
$23K -$1.2K -12 -5%
TAIM
2990
TD Ameritrade Investment Management
Nebraska
$23K -$10.2K -101 -31%
PCM
2991
Pointe Capital Management
Michigan
$22K +$22K +220 New
RTL
2992
Red Tortoise LLC
Georgia
$20.3K +$9.71K +97 +92%
GA
2993
GoalVest Advisory
New York
$19.7K – – –
NA
2994
Nordwand Advisors
Pennsylvania
$19.2K +$19.2K +192 New
CWA
2995
Clearview Wealth Advisors
Oregon
$18.1K -$3.01K -30 -14%
MIM
2996
Macroview Investment Management
Maryland
$16.5K – – –
RDIA
2997
RE Dickinson Investment Advisors
Iowa
$16K +$2.47K +25 +18%
SV
2998
Sturgeon Ventures
United Kingdom
$15.5K +$15.5K +155 New
ARS
2999
Adirondack Retirement Specialists
New York
$15.2K – – –
GM
3000
GeoWealth Management
Illinois
$15K +$5.32K +50 +55%
118 119
120
121 122