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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 %
WFA
1951
Wellspring Financial Advisors
Ohio
$603K +$287K +3,210 +91%
AAM
1952
Aureus Asset Management
Massachusetts
$603K -$112K -1,250 -16%
WA
1953
WealthTrust Axiom
Pennsylvania
$601K -$61.2K -686 -9%
BCP
1954
Blackhawk Capital Partners
Wisconsin
$601K -$1.5M -16,802 -71%
LNB
1955
Ledyard National Bank
$600K +$32.4K +363 +6%
PMFA
1956
Plante Moran Financial Advisors
Michigan
$600K +$97.8K +1,095 +19%
BP
1957
BBR Partners
New York
$600K -$51.4K -576 -8%
QCM
1958
Qsemble Capital Management
New York
$598K +$598K +6,700 New
SSWM
1959
Sheets Smith Wealth Management
North Carolina
$595K +$4.82K +54 +0.8%
GSB
1960
Greenfield Savings Bank
Massachusetts
$594K -$35.8K -401 -6%
FHC
1961
First Heartland Consultants
Missouri
$593K +$3.75K +42 +0.6%
CG
1962
Corundum Group
Colorado
$591K -$307K -3,444 -34%
JGIA
1963
Jackson Grant Investment Advisers
Connecticut
$591K -$22.4K -251 -4%
AMM
1964
American Money Management
California
$590K +$14.6K +164 +3%
LB
1965
Legacy Bridge
Iowa
$589K -$44.6K -500 -7%
FAM
1966
Formidable Asset Management
Ohio
$588K +$2.05K +23 +0.4%
LCM
1967
LCM Capital Management
Illinois
$588K +$12.6K +141 +2%
MAWCM
1968
Mine & Arao Wealth Creation & Management
California
$588K +$8.57K +96 +1%
KLCM
1969
KG&L Capital Management
Louisiana
$587K -$164K -1,832 -22%
WPC
1970
Wedmont Private Capital
Pennsylvania
$586K -$173K -1,954 -23%
BIM
1971
Barton Investment Management
Pennsylvania
$585K – – –
SFS
1972
Summit Financial Strategies
Ohio
$585K +$19.6K +220 +3%
GG
1973
Gleason Group
Kentucky
$584K – – –
GHA
1974
GW Henssler & Associates
Georgia
$581K -$27.9K -313 -5%
CPIA
1975
Cornell Pochily Investment Advisors
New York
$581K -$27.8K -311 -5%
77 78
79
80 81