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Walt Disney
DIS

Overview Fund Activity

2,937 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, 1,088 increasing their positions, 1,426 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,937
Holders Change
-110
Holders Change %
-3.61%
% of All Funds
46.32%
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
1,088
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 %
RCA
3051
Ranch Capital Advisors
Florida
– -$261K -2,606 Closed
SICM
3052
Sustainable Insight Capital Management
New York
– -$260K -2,594 Closed
WA
3053
Wealth Advisors
California
– -$258K -2,571 Closed
CWG
3054
Crown Wealth Group
North Carolina
– -$257K -2,566 Closed
IDBONY
3055
Israel Discount Bank of New York
New York
– -$256K -2,552 Closed
CAWM
3056
Capital Advisors Wealth Management
Washington
– -$253K -2,522 Closed
KIM
3057
Karpus Investment Management
New York
– -$252K -2,515 Closed
CFP
3058
Catalyst Financial Partners
Massachusetts
– -$250K -2,495 Closed
CAM
3059
Congress Asset Management
Massachusetts
– -$245K -2,444 Closed
CAM
3060
Clark Asset Management
New Hampshire
– -$244K -2,442 Closed
MFG
3061
Monte Financial Group
Connecticut
– -$243K -2,427 Closed
APW
3062
Austin Private Wealth
Texas
– -$242K -2,412 Closed
BFWA
3063
Benchmark Financial Wealth Advisors
Florida
– -$238K -2,380 Closed
HPM
3064
Hoxton Planning & Management
West Virginia
– -$238K -2,376 Closed
FF
3065
Francis Financial
– -$238K -2,372 Closed
GA
3066
Greenspring Advisors
Maryland
– -$237K -2,364 Closed
NPF
3067
Norris Perne & French
Michigan
– -$236K -2,361 Closed
SLWA
3068
San Luis Wealth Advisors
California
– -$236K -2,360 Closed
OAM
3069
Occidental Asset Management
California
– -$233K -2,326 Closed
CW
3070
Channel Wealth
California
– -$233K -2,326 Closed
FPGK
3071
Financial Partners Group (Kansas)
Kansas
– -$233K -2,325 Closed
CRI
3072
Colonial River Investments
Virginia
– -$233K -2,322 Closed
AWM
3073
Alterna Wealth Management
Texas
– -$233K -2,322 Closed
BFG
3074
Bouchey Financial Group
New York
– -$232K -2,319 Closed
CSI
3075
Cross Staff Investments
New York
– -$231K -2,307 Closed
121 122
123
124 125