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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
1
Bank of Montreal
Ontario, Canada
$1.67B
2
Barclays
2
Barclays
United Kingdom
$482M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$660M
4
State Street
4
State Street
Massachusetts
$6.53B
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$916M

Top Sellers

1
IRAG
1
Investment Research & Advisory Group
Georgia
$1.51M
2
OIAM
2
OFI Invest Asset Management
France
$36.4M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.63B
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$680K
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
3001
Colony Family Offices
North Carolina
– -$774K -7,726 Closed
LCWP
3002
Legacy Capital Wealth Partners
Arkansas
– -$769K -7,678 Closed
AWCI
3003
Alpine Woods Capital Investors
New York
– -$761K -7,600 Closed
GAM
3004
Grandview Asset Management
Pennsylvania
– -$739K -7,382 Closed
JF
3005
Joule Financial
Kentucky
– -$728K -7,271 Closed
SAM
3006
Stansberry Asset Management
Texas
– -$656K -6,550 Closed
CBNLCF
3007
Cognios Beta Neutral Large Cap Fund
Kansas
– -$641K -6,406 Closed
WAS
3008
Wealth Advisory Solutions
Indiana
– -$633K -6,322 Closed
PCM
3009
Prelude Capital Management
New York
– -$618K -6,169 Closed
SLF
3010
Sun Life Financial
Ontario, Canada
– -$562K -5,634 Closed
VM
3011
Venator Management
Pennsylvania
– -$541K -5,400 Closed
BPCA
3012
Bank Pictet & Cie (Asia)
Singapore
– -$501K -5,000 Closed
BWA
3013
Bordeaux Wealth Advisors
California
– -$493K -4,921 Closed
SC
3014
Shay Capital
New York
– -$451K -4,500 Closed
BIP
3015
Blueprint Investment Partners
North Carolina
– -$448K -4,477 Closed
I
3016
InceptionR
California
– -$447K -4,465 Closed
EWA
3017
Evolution Wealth Advisors
Florida
– -$438K -4,373 Closed
BCM
3018
Basso Capital Management
Connecticut
– -$438K -4,370 Closed
MTC
3019
McDaniel Terry & Co
Texas
– -$435K -4,345 Closed
AC
3020
AXQ Capital
New Jersey
– -$431K -4,300 Closed
CGFA
3021
Colton Groome Financial Advisors
North Carolina
– -$420K -4,193 Closed
VAFP
3022
Vahanian & Associates Financial Planning
New York
– -$416K -4,150 Closed
WG
3023
Watchman Group
Texas
– -$411K -4,104 Closed
HFRG
3024
Houlihan Financial Resource Group
Virginia
– -$392K -3,912 Closed
WCM
3025
WealthBridge Capital Management
Ohio
– -$386K -3,855 Closed
119 120
121
122 123