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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 %
CFS
2276
Cannon Financial Strategists
Georgia
$378K – – –
MM
2277
MQS Management
New York
$377K +$377K +4,226 New
BO
2278
Bank OZK
Arkansas
$377K -$609K -6,823 -62%
PSP
2279
Pacific Sage Partners
Washington
$376K -$1.52K -17 -0.4%
BC
2280
Brookfield Corp
Ontario, Canada
$376K -$1.85M -20,759 -83%
BWM
2281
Baron Wealth Management
Michigan
$376K -$61.5K -689 -14%
CGA
2282
Crescent Grove Advisors
Illinois
$375K -$75K -840 -17%
MWA
2283
Monograph Wealth Advisors
California
$373K – – –
OIM
2284
Orca Investment Management
Oregon
$373K -$9.55K -107 -2%
CWM
2285
Congress Wealth Management
Massachusetts
$373K -$29.1K -326 -7%
TMWM
2286
Taylor & Morgan Wealth Management
Michigan
$372K +$18K +202 +5%
WIM
2287
Wittenberg Investment Management
Massachusetts
$372K -$12.1K -135 -3%
ARMT
2288
Amica Retiree Medical Trust
Rhode Island
$372K -$23.8K -266 -6%
PCMC
2289
Paragon Capital Management (Colorado)
Colorado
$372K -$29.6K -332 -7%
ICP
2290
Interchange Capital Partners
Pennsylvania
$371K -$91.8K -1,025 -20%
AWM
2291
Aprio Wealth Management
Georgia
$370K -$49.4K -553 -12%
CHP
2292
Cable Hill Partners
Oregon
$370K -$78.7K -882 -18%
AIA
2293
Angeles Investment Advisors
California
$370K -$5.98K -67 -2%
FCIM
2294
Fairview Capital Investment Management
California
$370K -$13.4K -150 -3%
WMA
2295
Wealth Management Associates
New Jersey
$370K -$93.1K -1,043 -20%
RC
2296
Reik & Co
New York
$369K -$22.3K -250 -6%
GAM
2297
Gemmer Asset Management
California
$368K +$17.4K +195 +5%
ST
2298
Somerset Trust
Pennsylvania
$366K +$30.2K +338 +9%
AIM
2299
Aspen Investment Management
Michigan
$366K -$5.35K -60 -1%
TWM
2300
Thrive Wealth Management
Pennsylvania
$365K +$71.3K +799 +24%
90 91
92
93 94