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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 %
SAM
2251
SP Asset Management
California
$387K +$21.8K +244 +6%
KWA
2252
KCS Wealth Advisory
California
$387K -$3.13K -35 -0.8%
SIA
2253
Strategic Investment Advisors
Michigan
$387K +$21K +235 +6%
RFM
2254
Royal Fund Management
Florida
$387K +$17.2K +193 +5%
IAIM
2255
Industrial Alliance Investment Management
Quebec, Canada
$387K -$6.12M -68,640 -94%
C
2256
CEDRUS
Colorado
$387K -$1.61K -18 -0.4%
IA
2257
IFG Advisors
Missouri
$386K – – –
MFG
2258
Mainsail Financial Group
Washington
$386K -$21.8K -244 -5%
IP
2259
Ignite Planners
California
$386K -$20.4K -230 -5%
FB
2260
First Bancorp
Maine
$386K -$4.46K -50 -1%
GIA
2261
Guyasuta Investment Advisors
Pennsylvania
$386K -$8.04K -90 -2%
ILI
2262
Invesco LLC (Illinois)
Illinois
$385K +$385K +4,315 New
AS
2263
AM Squared
Hong Kong
$384K -$26.8K -300 -7%
BDWCC
2264
B&D White Capital Company
Texas
$384K +$384K +4,300 New
IGWM
2265
ICA Group Wealth Management
Colorado
$384K -$905K -10,142 -70%
SAM
2266
Summit Asset Management
Tennessee
$382K +$29.5K +330 +8%
W
2267
Wealthquest
Ohio
$382K – – –
SCA
2268
St. Clair Advisors
Ohio
$382K +$24.7K +277 +7%
CIG
2269
Cairn Investment Group
Washington
$381K – – –
TF
2270
Trek Financial
Arizona
$381K +$7.14K +80 +2%
MGWM
2271
Marks Group Wealth Management
Minnesota
$380K – – –
SFA
2272
Source Financial Advisors
New York
$380K -$53.7K -602 -12%
FNBOH
2273
First National Bank of Hutchinson
Kansas
$380K – – –
RFA
2274
Register Financial Advisors
Georgia
$380K -$24.1K -270 -6%
PWA
2275
Physician Wealth Advisors
Utah
$380K +$1.09K +12 +0.3%
89 90
91
92 93