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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 %
IIM
1901
Ipswich Investment Management
Massachusetts
$637K -$12.1K -135 -2%
HR
1902
Hardy Reed
Mississippi
$636K -$10.1K -113 -2%
PWM
1903
PBMares Wealth Management
Virginia
$635K -$1.88K -21 -0.3%
WCG
1904
Weaver Consulting Group
California
$635K +$446 +5 +0.1%
TIA
1905
Traphagen Investment Advisors
New Jersey
$634K +$274K +3,074 +76%
FCP
1906
Fidelis Capital Partners
Florida
$634K +$60.2K +674 +10%
PHIC
1907
Pine Haven Investment Counsel
Massachusetts
$633K – – –
NCM
1908
NCM Capital Management
New Jersey
$632K +$2.23K +25 +0.4%
BCG
1909
Breakwater Capital Group
New Jersey
$632K +$32.9K +368 +5%
HWM
1910
Hohimer Wealth Management
Washington
$631K -$7.86K -88 -1%
SFS
1911
Stiles Financial Services
Minnesota
$630K -$80.2K -898 -11%
LFA
1912
Legacy Financial Advisors
Kentucky
$629K +$88.3K +989 +16%
LG
1913
LaFleur & Godfrey
Michigan
$629K -$16.9K -189 -3%
MFT
1914
Moisand Fitzgerald Tamayo
Florida
$629K +$4.73K +53 +0.8%
FBB
1915
Fulton Breakefield Broenniman
Maryland
$628K +$19.8K +222 +3%
CPIG
1916
Chicago Partners Investment Group
Illinois
$627K +$19.2K +223 +3%
OFG
1917
Oxford Financial Group
Indiana
$627K +$107K +1,197 +21%
WAM
1918
WNY Asset Management
New York
$627K +$79.2K +887 +14%
JFGIW
1919
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$625K +$230K +2,581 +58%
AIM
1920
Avity Investment Management
Connecticut
$625K -$219K -2,449 -26%
9WM
1921
9258 Wealth Management
Ohio
$625K -$22.9K -257 -4%
JGGDR
1922
JGP Global Gestao de Recursos
Brazil
$625K -$97.6M -1,093,000 -99%
BSG
1923
Black Swift Group
Colorado
$625K – – –
FCFS
1924
First Command Financial Services
Texas
$623K +$36.4K +408 +6%
FCB
1925
First Command Bank
Texas
$623K +$36.4K +408 +6%
75 76
77
78 79