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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 %
RC
2126
Rovin Capital
Arizona
$470K +$14.7K +165 +3%
SFS
2127
Security Financial Services
Indiana
$469K +$28.3K +317 +6%
IWA
2128
Inspirion Wealth Advisors
Illinois
$469K -$5K -56 -1%
MCM
2129
Maple Capital Management
Vermont
$467K -$6.07K -68 -1%
PA
2130
Probity Advisors
Texas
$467K +$467K +5,233 New
EI
2131
Ellevest Inc
New York
$467K -$131K -1,464 -22%
HNWAG
2132
High Net Worth Advisory Group
Florida
$466K +$40.6K +455 +10%
6F
2133
626 Financial
Michigan
$466K -$213K -2,387 -31%
MMG
2134
Monetary Management Group
Missouri
$464K – – –
TWA
2135
TCI Wealth Advisors
Arizona
$464K +$1.16K +13 +0.3%
JAFL
2136
Jay A. Fishman Ltd
Michigan
$462K -$1.59M -17,805 -77%
PFBT
2137
Parkside Financial Bank & Trust
Missouri
$462K -$16.7K -187 -3%
WCA
2138
Westover Capital Advisors
Delaware
$459K +$459K +5,145 New
HC
2139
Hendley & Co
Ohio
$459K – – –
CSC
2140
Caldwell Sutter Capital
California
$457K +$334K +3,745 +273%
PBF
2141
Petix & Botte Financial
California
$456K +$228K +2,555 +100%
EDRIA
2142
Edmonds Duncan Registered Investment Advisors
Kansas
$456K – – –
UCB
2143
United Community Bank
South Carolina
$455K +$315K +3,530 +225%
EIP
2144
Ellis Investment Partners
Pennsylvania
$455K +$2.23K +25 +0.5%
KNW
2145
Kesler Norman & Wride
Utah
$454K -$26.7K -299 -6%
SEEDPG
2146
S.E.E.D. Planning Group
New York
$454K -$75.5K -846 -14%
PPWM
2147
Paragon Private Wealth Management
Kentucky
$452K -$28.1K -315 -6%
AAG
2148
Armstrong Advisory Group
Massachusetts
$452K -$29.7K -333 -6%
MWM
2149
Meritas Wealth Management
California
$452K +$4.46K +50 +1%
HCM
2150
Hutchinson Capital Management
California
$451K +$93.5K +1,047 +26%
84 85
86
87 88