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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 %
CCWM
1876
Cassaday & Co Wealth Management
Virginia
$663K -$81K -907 -11%
SC
1877
Saybrook Capital
North Carolina
$661K – – –
XS
1878
XR Securities
Illinois
$661K +$246K +2,750 +59%
CCG
1879
Chatham Capital Group
Georgia
$659K -$35.3K -395 -5%
GTAM
1880
Global Trust Asset Management
Florida
$656K -$24.2K -271 -4%
OFA
1881
Oak Family Advisors
Illinois
$656K +$179 +2 +0%
PWPS
1882
Pinnacle Wealth Planning Services
Ohio
$655K -$124K -1,394 -16%
MCWS
1883
McKinley Carter Wealth Services
West Virginia
$655K -$39.8K -446 -6%
SJIM
1884
St. Johns Investment Management
Florida
$654K -$44.2K -495 -6%
MF
1885
Montis Financial
Massachusetts
$653K -$301K -3,377 -32%
TPW
1886
Tiller Private Wealth
Pennsylvania
$653K +$269K +3,017 +70%
DC
1887
DeDora Capital
California
$652K +$8.75K +98 +1%
VCM
1888
Vigilant Capital Management
Maine
$651K -$92.2K -1,034 -12%
RW
1889
RVW Wealth
California
$651K -$107K -1,202 -14%
GWS
1890
Glassman Wealth Services
Virginia
$650K -$40.8K -457 -6%
GWSG
1891
GPS Wealth Strategies Group
Colorado
$650K +$21.9K +245 +3%
AWS
1892
Aspen Wealth Strategies
Colorado
$648K +$315K +3,529 +95%
LB
1893
Leo Brokerage
Texas
$647K +$26.7K +299 +4%
LC
1894
Landaas & Company
Wisconsin
$645K -$10.4K -117 -2%
CASB
1895
Cape Ann Savings Bank
Massachusetts
$643K +$69.6K +780 +12%
OAM
1896
Oak Asset Management
California
$642K -$17.7K -198 -3%
TCM
1897
Teza Capital Management
Illinois
$641K +$641K +7,178 New
CAM
1898
CenterStar Asset Management
Illinois
$640K +$217K +2,432 +51%
VA
1899
Valmark Advisers
Ohio
$640K +$122K +1,362 +23%
PSF
1900
Pacific Sun Financial
California
$639K +$639K +6,377 New
74 75
76
77 78