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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 %
AC
3026
ASB Consultores
Florida
– -$381K -3,805 Closed
MIA
3027
Milestone Investment Advisors
Wisconsin
– -$377K -3,767 Closed
GFP
3028
Gryphon Financial Partners
Ohio
– -$363K -3,630 Closed
HHGA
3029
Halbert Hargrove Global Advisors
California
– -$360K -3,595 Closed
NFA
3030
Northern Financial Advisors
Michigan
– -$340K -3,398 Closed
GC
3031
Gratus Capital
Georgia
– -$332K -3,319 Closed
GSC
3032
Grey Street Capital
Illinois
– -$332K -3,311 Closed
AGA
3033
Accuvest Global Advisors
Utah
– -$321K -3,201 Closed
FI
3034
Financial Insights
Washington
– -$318K -3,171 Closed
GIP
3035
Greatmark Investment Partners
Georgia
– -$304K -3,033 Closed
KA
3036
Kercheville Advisors
Texas
– -$300K -2,998 Closed
DCM
3037
Dupont Capital Management
Delaware
– -$292K -2,921 Closed
ACM
3038
Alethea Capital Management
Washington
– -$290K -2,901 Closed
PIMG
3039
Patriot Investment Management Group
Tennessee
– -$286K -2,860 Closed
MWA
3040
Meridian Wealth Advisors
Texas
– -$284K -2,832 Closed
PCMC
3041
Private Capital Management (Colorado)
Colorado
– -$280K -2,798 Closed
MWP
3042
Meredith Wealth Planning
Illinois
– -$279K -2,790 Closed
ACM
3043
AlphaStar Capital Management
North Carolina
– -$277K -2,762 Closed
TAM
3044
Titleist Asset Management
Texas
– -$276K -2,755 Closed
FPA
3045
First Pacific Advisors
California
– -$275K -2,750 Closed
TP
3046
Tranquility Partners
Tennessee
– -$275K -2,742 Closed
BMA
3047
Brooks Moore & Associates
Tennessee
– -$273K -2,731 Closed
1IA
3048
1834 Investment Advisors
Wisconsin
– -$270K -2,692 Closed
OCM
3049
Objective Capital Management
Ohio
– -$266K -2,657 Closed
BBP
3050
Banco BTG Pactual
Brazil
– -$256K -2,632 Closed
120 121
122
123 124