DIS icon

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 %
ACP
3151
Arcus Capital Partners
Georgia
– – -1,572 Closed
WOSD
3152
WFA of San Diego
California
– – -1,367 Closed
MWM
3153
MinichMacGregor Wealth Management
New York
– – -1,211 Closed
RWMH
3154
Riverpoint Wealth Management Holdings
Illinois
– – -1,172 Closed
MS
3155
Marshall & Sullivan
Washington
– – -1,150 Closed
LS
3156
Leelyn Smith
Illinois
– – -677 Closed
MS
3157
Madden Securities
Texas
– – -647 Closed
MIM
3158
Meridiem Investment Management
United Kingdom
– – -600 Closed
AIFAIM
3159
American Institute for Advanced Investment Management
Arizona
– – -467 Closed
WR
3160
WD Rutherford
Oregon
– – -410 Closed
OWA
3161
One Wealth Advisors
California
– – -340 Closed
WA
3162
Win Advisors
Florida
– – -332 Closed
IFA
3163
Interactive Financial Advisors
Illinois
– – -300 Closed
Q
3164
QVR
California
– – -252 Closed
MDCM
3165
Morgan Dempsey Capital Management
Wisconsin
– – -225 Closed
BHWM
3166
Bay Harbor Wealth Management
Maryland
– – -224 Closed
PWS
3167
Paragon Wealth Strategies
Florida
– – -183 Closed
LWP
3168
Laurel Wealth Planning
Minnesota
– – -125 Closed
GIA
3169
Goodwin Investment Advisory
Georgia
– – -120 Closed
RP
3170
Repertoire Partners
New York
– – -100 Closed
FCAS
3171
First Command Advisory Services
Texas
– – -53 Closed
WI
3172
WJ Interests
Texas
– – -35 Closed
AAMA
3173
Advanced Asset Management Advisors
Ohio
– – -30 Closed
LAM
3174
Lakewood Asset Management
Illinois
– – -28 Closed
MG
3175
MilWealth Group
Wisconsin
– – -10 Closed
124 125 126
127
128