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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 %
NW
1601
Naviter Wealth
Arkansas
$1.01M +$164K +1,836 +19%
MG
1602
Mather Group
Illinois
$1.01M +$209K +2,338 +26%
CWM
1603
Chesapeake Wealth Management
Virginia
$1.01M +$36.6K +410 +4%
CBA
1604
Coastal Bridge Advisors
Connecticut
$1.01M +$8.66K +97 +0.9%
BCA
1605
Bay Colony Advisors
Massachusetts
$1.01M -$76.7K -859 -7%
LWP
1606
Lumature Wealth Partners
Georgia
$1M +$4.46K +50 +0.4%
NAS
1607
Nicolet Advisory Services
Wisconsin
$1M -$57.7K -650 -5%
BFC
1608
Blue Fin Capital
Rhode Island
$999K -$295K -3,308 -23%
QPW
1609
Quantum Private Wealth
Florida
$999K -$416K -4,654 -29%
WA
1610
Waverly Advisors
Alabama
$999K +$84.5K +946 +9%
HA
1611
Herold Advisors
New York
$998K -$143K -1,604 -13%
SCA
1612
Sippican Capital Advisors
Massachusetts
$995K -$447K -5,012 -31%
AFO
1613
Arrowroot Family Office
California
$995K -$584K -6,547 -37%
DI
1614
DAGCO Inc
Ohio
$993K -$129K -1,442 -11%
IWP
1615
Icon Wealth Partners
Texas
$992K -$77.2K -865 -7%
STA
1616
Summit Trail Advisors
New York
$991K +$68.5K +767 +7%
PWS
1617
Peloton Wealth Strategists
Indiana
$989K -$132K -1,475 -12%
SAF
1618
Smith Anglin Financial
Texas
$988K -$59.7K -669 -6%
EHWM
1619
Eads & Heald Wealth Management
Georgia
$987K -$45.8K -513 -4%
CST
1620
Charles Schwab Trust
Nevada
$987K +$4.05K +46 +0.4%
OIA
1621
Optimum Investment Advisors
Illinois
$983K -$134K -1,500 -12%
GDP
1622
Great Diamond Partners
Maine
$981K +$43.1K +483 +5%
CC
1623
Constitution Capital
Connecticut
$981K -$75K -840 -7%
BTW
1624
Boston Trust Walden
Massachusetts
$981K -$78.6K -880 -7%
MBTD
1625
Mechanics Bank - Trust Department
California
$981K -$244K -2,732 -20%
63 64
65
66 67