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Walt Disney
DIS

Overview Fund Activity

3,090 hedge funds and large institutions have $208B invested in Walt Disney in 2021 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 1,481 increasing their positions, 1,127 reducing their positions, and 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,090
Holders Change
-62
Holders Change %
-1.97%
% of All Funds
53.95%
Holding in Top 10
219
Holding in Top 10 Change
-105
Holding in Top 10 Change %
-32.41%
% of All Funds
3.82%
New
128
Increased
1,481
Reduced
1,127
Closed
153
Calls
$5.56B
Puts
$8.49B
Net Calls
-$2.93B
Net Calls Change
-$2.58B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.45B
2
BlackRock
BlackRock
New York
+$523M
3
SG Americas Securities
SG Americas Securities
New York
+$252M
4
State Street
State Street
Massachusetts
+$238M
5
SGA
Sustainable Growth Advisers
Connecticut
+$222M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$368M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$353M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$349M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$294M
5
Bank of America
Bank of America
North Carolina
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
2001
Chicago Partners Investment Group
Illinois
$1.2M +$66.3K +371 +6%
GWMIA
2002
Global Wealth Management Investment Advisory
Florida
$1.2M +$22K +125 +2%
GDP
2003
Great Diamond Partners
Maine
$1.2M +$351 +2 +0%
SSWM
2004
Sheets Smith Wealth Management
North Carolina
$1.2M +$7.56K +43 +0.6%
IP
2005
Intellectus Partners
California
$1.2M -$360K -2,046 -23%
PMFA
2006
Plante Moran Financial Advisors
Michigan
$1.2M -$209K -1,189 -15%
TFO
2007
Tarbox Family Office
California
$1.2M +$539K +3,065 +82%
AI
2008
AdvisorShares Investments
Maryland
$1.19M +$231K +1,312 +24%
CPSAC
2009
Chas P. Smith & Associates (CPS)
Florida
$1.19M +$81.6K +464 +7%
WA
2010
WP Advisors
California
$1.18M +$15.3K +87 +1%
LCP
2011
Legacy Capital Partners
Wisconsin
$1.18M -$123K -700 -9%
DL
2012
DOHJ LLC
Washington
$1.18M -$328K -1,867 -22%
BWM
2013
BerganKDV Wealth Management
Minnesota
$1.18M +$26.9K +153 +2%
EAM
2014
Evanson Asset Management
California
$1.18M -$37.1K -211 -3%
DA
2015
Duality Advisers
Florida
$1.18M -$3.21M -18,273 -73%
AA
2016
Addison Advisors
Vermont
$1.17M +$1.17M +6,682 New
GA
2017
GoalVest Advisory
New York
$1.17M +$601K +3,418 +106%
MWA
2018
Meridian Wealth Advisors
Texas
$1.17M +$243K +1,385 +26%
SWP
2019
Strategic Wealth Partners
Ohio
$1.16M +$452K +2,568 +64%
IFG
2020
Investors Financial Group
Minnesota
$1.16M -$24.3K -138 -2%
CCFM
2021
Clear Creek Financial Management
Washington
$1.15M +$757K +4,308 +192%
AC
2022
Avestar Capital
New York
$1.15M +$677K +3,853 +143%
DM
2023
Delphi Management
Massachusetts
$1.15M +$15.8K +90 +1%
TF
2024
TLWM Financial
Texas
$1.15M +$8.62K +49 +0.8%
PFC
2025
Phocas Financial Corp
California
$1.15M +$17.4K +99 +2%
79 80
81
82 83