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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 %
SP
1801
Successful Portfolios
Florida
$748K -$241K -2,698 -24%
WFG
1802
Wills Financial Group
Virginia
$746K -$101K -1,130 -12%
RFA
1803
Resurgent Financial Advisors
Georgia
$745K -$8.48K -95 -1%
WFAG
1804
Worth Financial Advisory Group
North Carolina
$741K -$100K -1,125 -12%
EAM
1805
EFG Asset Management
Oregon
$738K -$42K -471 -5%
PCA
1806
Peddock Capital Advisors
Massachusetts
$735K -$45.8K -513 -6%
KCFA
1807
Key Client Fiduciary Advisors
New Jersey
$734K +$16.1K +180 +2%
UH
1808
Unigestion Holding
Switzerland
$734K -$2.34M -26,271 -76%
CC
1809
Chicago Capital
Illinois
$731K +$7.23K +81 +1%
C
1810
Certuity
Florida
$730K +$80.6K +903 +12%
PGWM
1811
Parisi Gray Wealth Management
New Jersey
$729K – – –
SWMP
1812
Signature Wealth Management Partners
New Jersey
$727K -$54.2K -607 -7%
CI
1813
CX Institutional
Indiana
$725K +$45.4K +508 +7%
HCP
1814
Hexagon Capital Partners
Arkansas
$724K +$82.6K +971 +13%
HCM
1815
Huber Capital Management
California
$723K +$723K +8,100 New
DL
1816
DOHJ LLC
Washington
$722K +$24.6K +275 +4%
WMG
1817
WESCAP Management Group
California
$721K -$9.2K -103 -1%
AWM
1818
Angeles Wealth Management
California
$718K -$36K -403 -5%
VAS
1819
Valicenti Advisory Services
New York
$718K -$592K -6,630 -45%
QC
1820
Quent Capital
New York
$718K -$19.8K -222 -3%
LOIP
1821
Live Oak Investment Partners
Texas
$717K -$746K – –
ITIM
1822
Indiana Trust & Investment Management
Indiana
$716K -$43.7K -489 -6%
PSP
1823
Principal Street Partners
Tennessee
$716K -$27.3K -306 -4%
TBC
1824
Ted Buchan & Co
California
$716K +$159K +1,785 +29%
UBG
1825
United Bank (Georgia)
Georgia
$714K -$34K -381 -5%
71 72
73
74 75