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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 %
DBIA
1926
Dumont & Blake Investment Advisors
New Jersey
$623K -$16K -179 -3%
AWP
1927
Accretive Wealth Partners
New Jersey
$623K +$19.6K +220 +3%
PCG
1928
Prosperity Consulting Group
Maryland
$622K -$6.96K -78 -1%
IIC
1929
Integrated Investment Consultants
Michigan
$621K -$21.5K -241 -3%
PG
1930
Patten Group
Tennessee
$620K -$68.6K -768 -10%
WP
1931
WealthSpring Partners
California
$620K – – –
QWM
1932
QP Wealth Management
New Jersey
$619K +$70K +784 +13%
GFA
1933
Gallagher Fiduciary Advisors
Illinois
$617K -$163K -1,825 -21%
SIA
1934
Soltis Investment Advisors
Utah
$616K +$4.29K +48 +0.7%
CCIA
1935
Campbell & Co Investment Adviser
Maryland
$616K +$616K +6,901 New
PFSC
1936
Peoples Financial Services Corp
Pennsylvania
$615K – – –
LSPW
1937
Lake Street Private Wealth
Illinois
$614K -$31.8K -356 -5%
KWA
1938
Kingswood Wealth Advisors
California
$614K +$614K +6,874 New
AWA
1939
Acorn Wealth Advisors
Michigan
$614K +$42.9K +480 +8%
EAM
1940
EdenTree Asset Management
United Kingdom
$611K +$611K +6,850 New
JIR
1941
James Investment Research
Ohio
$610K -$135K -1,507 -18%
WAG
1942
Wallace Advisory Group
California
$610K – – –
FCT
1943
First Community Trust
Iowa
$610K -$3.57K -40 -0.6%
LP
1944
LGL Partners
Pennsylvania
$610K +$31.8K +356 +5%
VNA
1945
Valley National Advisers
Pennsylvania
$609K -$60.3K -675 -9%
AFA
1946
American Financial Advisors
Georgia
$606K -$52.9K -592 -8%
BFG
1947
Beacon Financial Group
Texas
$605K -$80.9K -910 -12%
OL
1948
Optas LLC
Texas
$604K +$37.9K +424 +7%
ISWM
1949
Independent Solutions Wealth Management
New York
$604K -$11.8K -132 -2%
CNC
1950
Citizens & Northern Corp
Pennsylvania
$603K -$5.27K -59 -0.9%
76 77
78
79 80