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Walt Disney
DIS

Overview Fund Activity

2,938 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, 1,089 increasing their positions, 1,426 reducing their positions, and 231 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,938
Holders Change
-110
Holders Change %
-3.61%
% of All Funds
46.33%
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
1,089
Reduced
1,426
Closed
231
Calls
$3.95B
Puts
$4.49B
Net Calls
-$540M
Net Calls Change
-$822M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$463M
2
Barclays
Barclays
United Kingdom
+$285M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$266M
4
State Street
State Street
Massachusetts
+$222M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$182M

Top Sellers

1
IRAG
Investment Research & Advisory Group
Georgia
-$25.4B
2
OIAM
OFI Invest Asset Management
France
-$2.68B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$689M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$266M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
API
726
Advisor Partners II
California
$5.08M -$246K -2,751 -5%
IAA
727
Independent Advisor Alliance
North Carolina
$5.07M -$283K -3,168 -5%
ECM
728
Exchange Capital Management
Michigan
$5.06M -$357 -4 -0%
LWM
729
Lyell Wealth Management
California
$5.05M -$35.2K -394 -0.7%
MYAM
730
Meiji Yasuda Asset Management
Japan
$5.03M -$206K -2,302 -4%
Kayne Anderson Rudnick Investment Management
731
Kayne Anderson Rudnick Investment Management
California
$5.03M -$230K -2,572 -4%
MWM
732
Madison Wealth Management
Ohio
$5.03M +$1.34M +14,957 +36%
FA
733
Financial Advantage
Maryland
$5.03M +$34.4K +385 +0.7%
GH
734
GAM Holding
Switzerland
$5.03M -$3.84K -43 -0.1%
WF
735
Welch & Forbes
Massachusetts
$5.03M -$146K -1,640 -3%
BCPWM
736
Bradley & Co Private Wealth Management
Florida
$5.01M +$196K +2,199 +4%
BWG
737
Beta Wealth Group
California
$5.01M +$343K +3,840 +7%
SFS
738
Sowell Financial Services
Arkansas
$5.01M +$1.47M +16,506 +42%
SAM
739
Strategy Asset Managers
California
$5M +$291K +3,263 +6%
1SB
740
1ST Source Bank
Indiana
$4.99M -$353K -3,950 -7%
BSC
741
Brown Shipley & Co
United Kingdom
$4.97M +$210K +2,350 +4%
FA
742
Fagan Associates
New York
$4.97M -$45.1K -505 -0.9%
GIM
743
Goelzer Investment Management
Indiana
$4.96M +$1.92M +21,506 +63%
CRB
744
Chad R. Baker
$4.95M -$1.21M -13,570 -20%
PCM
745
Princeton Capital Management
New Jersey
$4.95M +$826K +9,252 +20%
WAM
746
Winslow Asset Management
Ohio
$4.94M +$283K +3,172 +6%
SAM
747
Sompo Asset Management
Japan
$4.91M -$86.6K -970 -2%
PWW
748
Pettyjohn Wood & White
Virginia
$4.9M -$32.6K -365 -0.7%
BBHC
749
Brown Brothers Harriman & Co
New York
$4.88M -$423K -4,737 -8%
TFA
750
Toth Financial Advisory
Virginia
$4.88M -$97.9K -1,096 -2%
28 29
30
31 32