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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 %
PM
2226
Phraction Management
Connecticut
$400K -$1.04M -11,643 -72%
CWM
2227
Connecticut Wealth Management
Connecticut
$400K +$93.8K +1,051 +31%
WP
2228
WealthPLAN Partners
Nebraska
$400K -$70.1K -785 -15%
GWP
2229
Gateway Wealth Partners
Wisconsin
$399K +$77.8K +872 +24%
BHPW
2230
Beverly Hills Private Wealth
California
$398K +$32.1K +372 +9%
FCA
2231
FinTrust Capital Advisors
South Carolina
$398K – – –
IF
2232
Ironwood Financial
Arizona
$397K -$7.05K -79 -2%
GEA
2233
Glen Eagle Advisors
New Jersey
$397K -$5.98K -67 -1%
FM
2234
Foster & Motley
Ohio
$397K – – –
ECA
2235
Elevated Capital Advisors
Utah
$397K +$43.5K +487 +12%
3IP
2236
3Chopt Investment Partners
Virginia
$396K -$39.8K -446 -9%
BMO
2237
Beck Mack & Oliver
New York
$396K -$36.4K -408 -8%
GRQ
2238
Gardner Russo & Quinn
Pennsylvania
$396K -$1.79K -20 -0.4%
WA
2239
Wealth Architects
California
$396K -$13.7K -153 -3%
SIAG
2240
Signet Investment Advisory Group
Rhode Island
$395K -$199K -2,233 -34%
WWC
2241
Waypoint Wealth Counsel
Georgia
$395K -$105K -1,173 -21%
PPC
2242
Park Place Capital
Alabama
$394K -$391K -4,380 -50%
PWM
2243
Prosperity Wealth Management
California
$392K -$11.3K -127 -3%
BPFA
2244
Barnes Pettey Financial Advisors
Mississippi
$390K – – –
MIM
2245
MTM Investment Management
South Carolina
$390K -$20.5K -230 -5%
SHFP
2246
Second Half Financial Partners
Florida
$390K +$51.6K +578 +15%
TCM
2247
Triumph Capital Management
Colorado
$389K +$41K +459 +12%
PMG
2248
ProVise Management Group
Florida
$388K -$166K -1,856 -30%
CYG
2249
Clean Yield Group
Vermont
$388K -$30.8K -345 -7%
CFA
2250
CWS Financial Advisors
Michigan
$388K -$12.9K -145 -3%
88 89
90
91 92