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Walt Disney
DIS

Overview Fund Activity

3,047 hedge funds and large institutions have $119B invested in Walt Disney in 2023 Q1 according to their latest regulatory filings, with 256 funds opening new positions, 1,296 increasing their positions, 1,210 reducing their positions, and 126 closing their positions.

Holders
3,047
Holders Change
+74
Holders Change %
+2.49%
% 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
256
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
1
Wellington Management Group
Massachusetts
$1.28B
2
Bank of America
2
Bank of America
North Carolina
$1.91B
3
Coatue Management
3
Coatue Management
New York
$295M
4
Capital International Investors
4
Capital International Investors
California
$268M
5
Amundi
5
Amundi
France
$1.05B

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$221M
2
TFM
2
Trian Fund Management
New York
$592M
3
Citadel Advisors
3
Citadel Advisors
Florida
$23M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$639M
5
Capital World Investors
5
Capital World Investors
California
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
3001
Cypress Capital Management (Wyoming)
Wyoming
$13.7K – – –
OIS
3002
Okabena Investment Services
Minnesota
$13.2K -$19.9K -120 -60%
KIG
3003
Kessler Investment Group
Indiana
$12.7K – – –
SC
3004
Schubert & Co
Texas
$12.7K +$5.11K +51 +67%
NSG
3005
Nalls Sherbakoff Group
Tennessee
$12.7K +$12.7K +129 New
GIS
3006
Grayhawk Investment Strategies
Alberta, Canada
$12K -$33.8K -245 -74%
MWC
3007
MBM Wealth Consultants
Missouri
$12K – – –
SIA
3008
SkyView Investment Advisors
New Jersey
$12K – – –
DMKJ
3009
David M. Knott Jr
$12K – – –
GAG
3010
Goodman Advisory Group
Massachusetts
$11.6K – – –
APW
3011
Atlantic Private Wealth
North Carolina
$11.2K +$11.2K +111 New
SSC
3012
Syverson Strege & Co
Iowa
$11K – – –
RBC
3013
Roble Belko & Company
Pennsylvania
$11K +$103 +1 +0.9%
SC
3014
Steph & Co
Wisconsin
$10.6K – – –
IA
3015
IFS Advisors
Kansas
$10.2K – – –
PFG
3016
Piershale Financial Group
Illinois
$10K – – –
SCA
3017
Stuart Chaussee & Associates
California
$10K – – –
LG
3018
LAM Group
Oregon
$10K – – –
JFG
3019
JDM Financial Group
Texas
$10K +$2.5K +25 +33%
YAL
3020
Your Advocates Ltd
Texas
$8.31K – – –
LIM
3021
Longfellow Investment Management
Massachusetts
$8.01K – – –
BG
3022
Bollard Group
Massachusetts
$7K – – –
FSWA
3023
Financial Synergies Wealth Advisors
Texas
$6.91K – – –
WAM
3024
Worth Asset Management
Texas
$5.61K -$7.31K -73 -57%
TC
3025
Trust Company
Kansas
$5.51K -$1.4K -14 -20%
119 120
121
122 123