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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 %
WA
2301
Waddell & Associates
Tennessee
$365K -$1.34K -15 -0.4%
JIP
2302
Jaffetilchin Investment Partners
Florida
$364K -$11.7K -131 -3%
NBT
2303
Northwest Bank & Trust
Iowa
$364K +$364K +4,079 New
CUAMC
2304
China Universal Asset Management Company
China
$364K -$1.69M -18,885 -82%
AFG
2305
Allegheny Financial Group
Pennsylvania
$364K -$893 -10 -0.2%
SWM
2306
Stockman Wealth Management
Montana
$363K -$66.7K -747 -16%
EPA
2307
Element Pointe Advisors
Florida
$362K – – –
GCA
2308
Gradient Capital Advisors
California
$362K -$4.73K -53 -1%
COCM
2309
Charter Oak Capital Management
New Hampshire
$362K -$357 -4 -0.1%
PCFFS
2310
Pacific Center for Financial Services
California
$362K – – –
KA
2311
Klingman & Associates
New York
$361K -$12.1K -135 -3%
SMWM
2312
Silvia McColl Wealth Management
California
$361K +$14.6K +164 +4%
SM
2313
Sensible Money
Arizona
$359K +$52.5K +588 +17%
HC
2314
Hoese & Co
Minnesota
$359K -$7.14K -80 -2%
TA
2315
TFB Advisors
Kansas
$358K +$358K +4,010 New
PAS
2316
Professional Advisory Services
Florida
$358K – – –
CCA
2317
Cora Capital Advisors
New Jersey
$358K +$24.3K +272 +7%
CFFP
2318
Center for Financial Planning
Michigan
$358K – – –
CF
2319
Corrigan Financial
Rhode Island
$357K -$18.5K -207 -5%
PVH
2320
Psagot Value Holdings
Israel
$357K -$956K -10,733 -73%
CT
2321
Clearstead Trust
Maine
$357K +$49.7K +557 +16%
BAG
2322
Bridgewealth Advisory Group
California
$356K -$89 -1 -0%
GAMC
2323
Garner Asset Management Corp
Texas
$356K -$21.2K -237 -6%
BFW
2324
Brady Family Wealth
Missouri
$356K -$2.72M -30,459 -88%
KSWA
2325
Kathleen S. Wright Associates
Pennsylvania
$355K – – –
91 92
93
94 95