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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 %
OWA
3126
Outlook Wealth Advisors
Texas
– – -3,804 Closed
CWP
3127
Core Wealth Partners
California
– – -3,751 Closed
BFM
3128
Boothbay Fund Management
New York
– – -3,578 Closed
LIG
3129
Lokken Investment Group
Delaware
– – -3,453 Closed
BSI
3130
Bennett Selby Investments
Maine
– – -3,436 Closed
AS
3131
Altshuler Shaham
Israel
– – -3,300 Closed
PHM
3132
Prospect Hill Management
New Jersey
– – -3,125 Closed
WWM
3133
WJ Wealth Management
Arizona
– – -3,100 Closed
AWA
3134
Aletheian Wealth Advisors
Washington
– – -2,893 Closed
EFG
3135
Ethos Financial Group
Pennsylvania
– – -2,888 Closed
BWM
3136
BCS Wealth Management
Tennessee
– – -2,887 Closed
TFA
3137
Triad Financial Advisors
North Carolina
– – -2,843 Closed
TDC
3138
Thompson Davis & Co
Virginia
– – -2,700 Closed
OWA
3139
Opal Wealth Advisors
New York
– – -2,679 Closed
WFA
3140
WMG Financial Advisors
Tennessee
– – -2,510 Closed
AFM
3141
Andesa Financial Management
Pennsylvania
– – -2,428 Closed
PD
3142
Planning Directions
Pennsylvania
– – -2,354 Closed
WFMPM
3143
Woodley Farra Manion Portfolio Management
Indiana
– – -2,354 Closed
BBL
3144
Beck Bode LLC
Massachusetts
– – -2,353 Closed
FWMM
3145
Foundation Wealth Management (Missouri)
Missouri
– – -2,340 Closed
SCI
3146
S&CO Inc
Massachusetts
– – -2,332 Closed
DWM
3147
Darwin Wealth Management
Florida
– – -2,300 Closed
FWA
3148
Freedom Wealth Alliance
Wisconsin
– – -1,687 Closed
ACM
3149
AUA Capital Management
Pennsylvania
– – -1,630 Closed
WF
3150
Wayfinding Financial
Washington
– – -1,579 Closed
124 125
126
127 128