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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 %
CCA
1476
Conservest Capital Advisors
Pennsylvania
$1.27M -$63.8K -715 -5%
BCM
1477
Birmingham Capital Management
Alabama
$1.27M -$284K -3,185 -18%
SVWAG
1478
Sound View Wealth Advisors Group
Georgia
$1.27M -$56.6K -634 -4%
PTC
1479
Private Trust Company
Ohio
$1.26M -$138K -1,541 -10%
CA
1480
Cumberland Advisors
Florida
$1.26M +$89.3K +1,000 +8%
OIM
1481
Oder Investment Management
California
$1.26M -$1.24M -13,877 -50%
WEG
1482
World Equity Group
Illinois
$1.26M -$13.5M -151,466 -91%
EWM
1483
Empirical Wealth Management
Washington
$1.26M +$119K +1,336 +10%
WP
1484
WealthSource Partners
California
$1.26M -$132K -1,481 -10%
IBOK
1485
Independence Bank of Kentucky
Kentucky
$1.26M -$44.6K -500 -3%
CPA
1486
Court Place Advisors
Maryland
$1.25M -$62.1K -695 -5%
WIM
1487
Westside Investment Management
California
$1.25M -$151K -1,690 -11%
IWA
1488
Intercontinental Wealth Advisors
Texas
$1.25M +$77.3K +866 +7%
WAG
1489
Winthrop Advisory Group
Massachusetts
$1.24M -$19.6K -220 -2%
IAMOG
1490
Investors Asset Management of Georgia
Georgia
$1.24M -$24.3K -272 -2%
JE
1491
JMAC Enterprises
Pennsylvania
$1.23M +$19.3K +216 +2%
CA
1492
Claro Advisors
Massachusetts
$1.23M +$24.3K +272 +2%
TPCW
1493
TD Private Client Wealth
New York
$1.23M +$93.2K +1,044 +8%
PWAM
1494
Pinnacle West Asset Management
Wyoming
$1.23M -$20.5K -230 -2%
LCM
1495
Leisure Capital Management
California
$1.23M +$41.8K +468 +4%
1WA
1496
180 Wealth Advisors
Washington
$1.23M +$79.7K +881 +7%
CWP
1497
CFM Wealth Partners
Texas
$1.23M -$223K -2,498 -15%
SF
1498
Summit Financial
New Jersey
$1.23M +$273K +3,056 +29%
BST
1499
Bath Savings Trust
Maine
$1.22M -$137K -1,535 -10%
FIM
1500
Fernwood Investment Management
Massachusetts
$1.21M +$70.9K +804 +6%
58 59
60
61 62