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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 %
FAG
3101
Financial Advisory Group
Texas
– -$217K -2,172 Closed
FPCG
3102
Fort Pitt Capital Group
Pennsylvania
– -$216K -2,156 Closed
GWM
3103
Greenhouse Wealth Management
Connecticut
– -$215K -2,148 Closed
SW
3104
StrongBox Wealth
Missouri
– -$215K -2,147 Closed
FA
3105
Fountainhead AM
New Jersey
– -$214K -2,136 Closed
FCM
3106
Firestone Capital Management
Florida
– -$214K -2,135 Closed
LFG
3107
Lockerman Financial Group
California
– -$214K -2,133 Closed
DA
3108
Drake & Associates
Wisconsin
– -$213K -2,128 Closed
MWM
3109
Maltin Wealth Management
New Jersey
– -$213K -2,124 Closed
FH
3110
FWG Holdings
Florida
– -$212K -2,121 Closed
PSIWM
3111
Paradigm Strategies in Wealth Management
Minnesota
– -$212K -2,116 Closed
CCM
3112
Compton Capital Management
Rhode Island
– -$211K -2,107 Closed
VBWMG
3113
Von Berge Wealth Management Group
California
– -$210K -2,103 Closed
LRIA
3114
Leonard Rickey Investment Advisors
Washington
– -$210K -2,099 Closed
RCA
3115
Riverview Capital Advisers
Massachusetts
– -$210K -2,098 Closed
SWP
3116
Summit Wealth Partners
Florida
– -$210K -2,096 Closed
OFS
3117
OneAscent Financial Services
Alabama
– -$209K -2,090 Closed
RIG
3118
Renaissance Investment Group
Massachusetts
– -$209K -2,090 Closed
PIP
3119
Peachtree Investment Partners
Florida
– -$209K -2,087 Closed
RW
3120
REDW Wealth
New Mexico
– -$209K -2,087 Closed
UL
3121
Unionview LLC
Washington
– -$209K -2,084 Closed
TC
3122
TAGStone Capital
North Carolina
– -$208K -2,079 Closed
LAS
3123
LWM Advisory Services
Florida
– -$207K -2,074 Closed
PFA
3124
Petra Financial Advisors
Colorado
– -$208K -2,074 Closed
PFA
3125
Plotkin Financial Advisors
Maryland
– -$208K -2,073 Closed
123 124
125
126 127