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Walt Disney
DIS

Overview Fund Activity

2,805 hedge funds and large institutions have $96.5B invested in Walt Disney in 2023 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 1,048 increasing their positions, 1,366 reducing their positions, and 257 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,805
Holders Change
-133
Holders Change %
-4.53%
% of All Funds
44.72%
Holding in Top 10
53
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.85%
New
159
Increased
1,048
Reduced
1,366
Closed
257
Calls
$4.59B
Puts
$4.82B
Net Calls
-$228M
Net Calls Change
+$312M

Top Buyers

1
TFM
Trian Fund Management
New York
+$2.14B
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$326M
3
Goldman Sachs
Goldman Sachs
New York
+$272M
4
Millennium Management
Millennium Management
New York
+$240M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$203M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$647M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$547M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$307M
4
BlackRock
BlackRock
New York
-$265M
5
Capital International Investors
Capital International Investors
California
-$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIG
901
NFJ Investment Group
Texas
$3.1M -$527K -6,503 -15%
AWCI
902
Alpine Woods Capital Investors
New York
$3.1M +$3.1M +38,185 New
KFI
903
Key Financial Inc
Pennsylvania
$3.09M -$393K -4,851 -11%
LI
904
Lafayette Investments
Maryland
$3.09M -$1.15M -14,189 -27%
WWA
905
WCG Wealth Advisors
Nevada
$3.09M +$749K +9,047 +32%
DI
906
Diligent Investors
California
$3.09M +$59.6K +735 +2%
NP
907
Nilsine Partners
Colorado
$3.07M +$140K +1,725 +5%
CAM
908
Costello Asset Management
Pennsylvania
$3.07M -$571K -7,050 -16%
JPWM
909
Jamison Private Wealth Management
Georgia
$3.06M +$3.06M +37,785 New
MOS
910
MGO One Seven
Ohio
$3.06M +$25K +309 +0.8%
COI
911
Connable Office Inc
Michigan
$3.06M -$117K -1,440 -4%
AMG
912
Asset Management Group
Connecticut
$3.05M +$151K +1,868 +5%
SW
913
SlateStone Wealth
Florida
$3.05M +$468K +5,777 +18%
IAIM
914
International Assets Investment Management
Florida
$3.05M +$197K +2,463 +7%
RMCM
915
Reynders McVeigh Capital Management
Massachusetts
$3.04M -$10.4M -128,674 -77%
BMCM
916
Bryn Mawr Capital Management
Pennsylvania
$3.03M +$693K +8,554 +30%
GBWM
917
Granite Bay Wealth Management
New Hampshire
$3.03M +$3.03M +35,346 New
AWA
918
Arkadios Wealth Advisors
Georgia
$3.02M +$144K +1,779 +5%
JWCA
919
J.W. Cole Advisors
Florida
$3.02M +$324K +3,996 +12%
YIA
920
YHB Investment Advisors
Connecticut
$3.01M -$691K -8,521 -19%
DWM
921
Dorchester Wealth Management
Quebec, Canada
$3M +$736K +9,076 +32%
RWA
922
Roberts Wealth Advisors
California
$2.99M +$193K +2,252 +7%
RDWM
923
Red Door Wealth Management
Tennessee
$2.97M +$98.8K +1,219 +3%
AIM
924
Allen Investment Management
New York
$2.97M – – –
WAC
925
William Allan Corp
Colorado
$2.97M +$274K +3,383 +10%
35 36
37
38 39