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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 %
GPA
1701
Garrison Point Advisors
California
$864K +$8.39K +94 +1%
GC
1702
Grimes & Company
Massachusetts
$863K -$29.6K -331 -3%
MFA
1703
Mayflower Financial Advisors
Massachusetts
$861K -$89.5K -1,002 -9%
GSWM
1704
Greenup Street Wealth Management
Michigan
$861K +$12.9K +145 +2%
EWM
1705
Endurance Wealth Management
Rhode Island
$861K -$80.3K -900 -9%
BW
1706
Bison Wealth
Georgia
$861K +$180K +2,011 +26%
EB
1707
Eastern Bank
Massachusetts
$861K -$2.01M -22,496 -70%
CQS
1708
Credential Qtrade Securities
$860K +$135K +1,513 +19%
RCG
1709
Resource Consulting Group
Florida
$858K +$279K +3,129 +48%
JSL
1710
JT Stratford LLC
Georgia
$857K -$219K -2,451 -20%
TIMH
1711
Tilt Investment Management Holdings
New York
$856K – – –
HCP
1712
Holt Capital Partners
Texas
$852K +$13.4K +150 +2%
FWM
1713
Finer Wealth Management
Massachusetts
$851K +$18.3K +205 +2%
EWA
1714
Etesian Wealth Advisors
Oregon
$850K -$20.9K -234 -2%
AWAU
1715
Alliance Wealth Advisors (Utah)
Utah
$846K +$57.9K +648 +7%
FIM
1716
Freedom Investment Management
Connecticut
$844K +$122K +1,363 +17%
STAS
1717
Strong Tower Advisory Services
Minnesota
$843K +$42.3K +474 +5%
NFG
1718
Nadler Financial Group
Illinois
$839K +$20.1K +225 +2%
HKIM
1719
Hayek Kallen Investment Management
Alabama
$837K +$50.9K +570 +6%
PWAG
1720
Polaris Wealth Advisory Group
California
$835K +$419K +4,694 +101%
T
1721
TOBAM
France
$835K -$34.5K -387 -4%
IIM
1722
Intact Investment Management
Quebec, Canada
$835K +$228K +2,550 +38%
YDMI
1723
Y.D. More Investments
Israel
$834K -$143K -1,606 -15%
ZIC
1724
ZWJ Investment Counsel
Georgia
$834K +$7.95K +89 +1%
PSB
1725
Piscataqua Savings Bank
New Hampshire
$831K -$2.59K -29 -0.3%
67 68
69
70 71