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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 %
BEC
2051
Blue Edge Capital
Virginia
$525K -$18.7K -209 -3%
PFC
2052
Phocas Financial Corp
California
$524K -$17.9K -200 -3%
KIC
2053
Kensington Investment Counsel
California
$524K -$76.9K -861 -13%
FAG
2054
Fortitude Advisory Group
Washington
$523K -$149K -1,665 -22%
ET
2055
Equitable Trust
Tennessee
$523K +$3.39K +38 +0.7%
USB
2056
Union Savings Bank
Connecticut
$522K +$522K +5,876 New
GA
2057
Geller Advisors
New York
$522K +$214K +2,401 +70%
MTWM
2058
Masso Torrence Wealth Management
New Jersey
$522K +$184K +2,060 +54%
CBTWT
2059
Community Bank & Trust (Waco, Texas)
Texas
$521K -$136K -1,520 -21%
TIA
2060
Tiemann Investment Advisors
California
$521K -$9.55K -107 -2%
GFPC
2061
Global Financial Private Client
Florida
$519K -$2.44K -27 -0.5%
WA
2062
WP Advisors
California
$519K +$85K +952 +20%
WIC
2063
Wilkins Investment Counsel
Massachusetts
$518K – – –
AFAS
2064
Acorn Financial Advisory Services
Virginia
$517K -$152K -1,698 -23%
TCM
2065
Tran Capital Management
California
$517K – – –
FP
2066
Financial Perspectives
Minnesota
$517K -$7.14K -80 -1%
CWM
2067
Curi Wealth Management
North Carolina
$517K -$20.1K -225 -4%
FFP
2068
FourThought Financial Partners
Florida
$517K -$17.4K -195 -3%
SWIM
2069
Smallwood Wealth Investment Management
New Jersey
$516K -$1.07K -12 -0.2%
IF
2070
Intrua Financial
Texas
$514K +$64.6K +723 +14%
GSEP
2071
Golden State Equity Partners
California
$514K +$514K +5,753 New
CS
2072
Crescent Sterling
Louisiana
$513K -$24.4K -273 -5%
GJIA
2073
Glass Jacobson Investment Advisors
Maryland
$512K +$512K +5,740 New
AIM
2074
Athena Investment Management
California
$512K – – –
BDFN
2075
Bond & Devick Financial Network
Minnesota
$511K -$76.7K -859 -13%
81 82
83
84 85