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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 %
SFG
3076
Sather Financial Group
Texas
– -$228K -2,281 Closed
TA
3077
Trellis Advisors
Washington
– -$228K -2,276 Closed
FFL
3078
Future Fund LLC
Illinois
– -$227K -2,270 Closed
MW
3079
MBL Wealth
North Carolina
– -$226K -2,261 Closed
WMS
3080
Wealth Management Solutions
Pennsylvania
– -$226K -2,260 Closed
LBA
3081
Lowell Blake & Associates
Massachusetts
– -$226K -2,253 Closed
JWM
3082
JGP Wealth Management
Oregon
– -$225K -2,248 Closed
CCI
3083
Credit Capital Investments
New Jersey
– -$224K -2,239 Closed
MA
3084
MKT Advisors
California
– -$223K -2,236 Closed
LSC
3085
Lesa Sroufe & Co
Washington
– -$223K -2,231 Closed
MAG
3086
Mayfair Advisory Group
Alabama
– -$223K -2,229 Closed
PCH
3087
PGIM Custom Harvest
New Jersey
– -$223K -2,226 Closed
MFC
3088
Morris Financial Concepts
South Carolina
– -$223K -2,222 Closed
AFT
3089
Alpha Family Trust
California
– -$222K -2,220 Closed
WAM
3090
Walker Asset Management
Missouri
– -$222K -2,213 Closed
FA
3091
Faithward Advisors
Pennsylvania
– -$204K -2,209 Closed
CCA
3092
Clearwater Capital Advisors
Illinois
– -$221K -2,204 Closed
PCI
3093
Planning Center Inc
Illinois
– -$222K -2,203 Closed
HWMG
3094
Hurlow Wealth Management Group
Indiana
– -$219K -2,185 Closed
BCM
3095
Brookmont Capital Management
Texas
– -$219K -2,184 Closed
PMIA
3096
Patrick Mauro Investment Advisor
Illinois
– -$218K -2,180 Closed
CISOA
3097
Capital Investment Services of America
Wisconsin
– -$218K -2,176 Closed
SA
3098
Syntax Advisors
New York
– -$218K -2,174 Closed
VCG
3099
Vantage Consulting Group
Virginia
– -$218K -2,174 Closed
TW
3100
Towerpoint Wealth
California
– -$218K -2,173 Closed
122 123
124
125 126