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Walt Disney
DIS

Overview Fund Activity

3,048 hedge funds and large institutions have $119B invested in Walt Disney in 2023 Q1 according to their latest regulatory filings, with 257 funds opening new positions, 1,296 increasing their positions, 1,210 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,048
Holders Change
+75
Holders Change %
+2.52%
% 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
257
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
Wellington Management Group
Massachusetts
$1.28B
2
Bank of America
Bank of America
North Carolina
$1.91B
3
Coatue Management
Coatue Management
New York
$295M
4
Capital International Investors
Capital International Investors
California
$268M
5
Amundi
Amundi
France
$1.05B

Top Sellers

1
Barclays
Barclays
United Kingdom
$221M
2
TFM
Trian Fund Management
New York
$592M
3
Citadel Advisors
Citadel Advisors
Florida
$23M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$639M
5
Capital World Investors
Capital World Investors
California
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
376
Ardsley Advisory Partners
Connecticut
$18.7M +$18M +179,850 +2,481%
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
$18.7M +$935K +9,341 +5%
EAM
378
Erste Asset Management
Austria
$18.4M +$472K +4,823 +3%
AWS
379
Atria Wealth Solutions
New York
$18.2M +$907K +9,055 +5%
OC
380
Oppenheimer & Co
New York
$17.9M +$242K +2,415 +1%
MIA
381
MMBG Investment Advisors
Florida
$17.9M -$7.61K -76 -0%
WCM
382
Windward Capital Management
California
$17.8M +$469K +4,685 +3%
LMIM
383
Lockheed Martin Investment Management
Maryland
$17.7M +$10.6M +105,680 +149%
LCM
384
Lewis Capital Management
California
$17.7M -$160K -1,595 -0.9%
LGF
385
LGT Group Foundation
Liechtenstein
$17.6M -$1.98M -19,730 -10%
WTC
386
WhitTier Trust Company
Nevada
$17.6M -$656K -6,551 -4%
CTI
387
Community Trust & Investment
Kentucky
$17.5M +$218K +2,181 +1%
HPG
388
Harvest Portfolios Group
Ontario, Canada
$17.1M +$2.36M +23,608 +16%
SGDR
389
SPX Gestao de Recursos
Brazil
$17.1M +$17.1M +170,700 New
NAM
390
NorthCrest Asset Manangement
Minnesota
$16.9M +$4.45M +44,455 +36%
BB
391
Busey Bank
Illinois
$16.9M +$500K +4,990 +3%
TC
392
TwinBeech Capital
New York
$16.9M +$16.9M +168,656 New
BPWM
393
Badgley Phelps Wealth Managers
Washington
$16.8M +$1.54M +15,422 +10%
TAM
394
Taurus Asset Management
New York
$16.8M +$212K +2,119 +1%
CSIC
395
Clifford Swan Investment Counsel
California
$16.7M -$325K -3,242 -2%
HA
396
Homestead Advisers
Virginia
$16.7M +$16.7M +166,300 New
FT
397
Fiduciary Trust
Massachusetts
$16.6M -$1.65M -16,444 -9%
GGI
398
Godsey & Gibb Inc
Virginia
$16.2M +$1.03M +10,246 +7%
MPMG
399
Minneapolis Portfolio Management Group
Minnesota
$16.1M +$339K +3,383 +2%
CAM
400
Crake Asset Management
United Kingdom
$16M +$16M +160,000 New
14 15
16
17 18