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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
OIAM
2
OFI Invest Asset Management
France
$304M
3
Bank of America
3
Bank of America
North Carolina
$1.91B
4
Coatue Management
4
Coatue Management
New York
$295M
5
Capital International Investors
5
Capital International Investors
California
$268M

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 Market Value Shares Shares
Change 		Shares
Change %
BC
3101
Bridgefront Capital
Texas
– – -10,640 Closed
BWCS
3102
Beirne Wealth Consulting Services
Connecticut
– – -10,347 Closed
SGI
3103
Summit Global Investments
Utah
– – -8,761 Closed
SCI
3104
Stableford Capital II
Arizona
– – -8,758 Closed
BCAM
3105
Boston Common Asset Management
Massachusetts
– – -7,735 Closed
PFG
3106
Peterson Financial Group
Iowa
– – -7,052 Closed
EAM
3107
Empirical Asset Management
Massachusetts
– – -7,052 Closed
FMN
3108
Financial Management Network
California
– – -6,862 Closed
ESCM
3109
Echo Street Capital Management
New York
– – -6,689 Closed
CI
3110
Cavalier Investments
Georgia
– – -6,103 Closed
PCMF
3111
Private Capital Management (Florida)
Florida
– – -6,006 Closed
PIM
3112
Provident Investment Management
Michigan
– – -5,919 Closed
SB
3113
Sunflower Bank
Texas
– – -5,629 Closed
CCM
3114
Chimera Capital Management
New York
– – -5,344 Closed
RL
3115
Ruffer LLP
United Kingdom
– – -5,125 Closed
LFA
3116
Legend Financial Advisors
Pennsylvania
– – -4,620 Closed
CAM
3117
Cidel Asset Management
Ontario, Canada
– – -4,461 Closed
AAM
3118
Augustine Asset Management
Florida
– – -4,432 Closed
CCA
3119
Childress Capital Advisors
Texas
– – -4,384 Closed
AG
3120
Advocate Group
Minnesota
– – -4,341 Closed
GWA
3121
GGM Wealth Advisors
Maryland
– – -4,133 Closed
XC
3122
XY Capital
Hong Kong
– – -4,000 Closed
GAA
3123
Global Assets Advisory
Florida
– – -3,956 Closed
PP
3124
Paloma Partners
Connecticut
– – -3,909 Closed
CANY
3125
Caxton Associates (New York)
New York
– – -3,860 Closed
123 124
125
126 127