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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 %
ACA
2426
Ackerman Capital Advisors
Texas
$305K – – –
MCM
2427
Marathon Capital Management
Maryland
$305K +$2.23K +25 +0.7%
WCWM
2428
Willow Creek Wealth Management
California
$302K +$21.1K +236 +7%
HFM
2429
Hartford Funds Management
Pennsylvania
$301K +$42.2K +473 +16%
EFMC
2430
Empire Financial Management Company
New York
$301K -$902K -10,106 -75%
WWG
2431
West Wealth Group
California
$300K -$8.75K -98 -3%
SAMC
2432
Spectrum Asset Management (California)
California
$300K – – –
PWSG
2433
Pacific Wealth Strategies Group
California
$299K -$625K -7,006 -68%
KA
2434
Kooman & Associates
Pennsylvania
$299K +$3.13K +35 +1%
FC
2435
Fusion Capital
South Carolina
$299K +$179 +2 +0.1%
PWMG
2436
Provence Wealth Management Group
California
$299K -$102K -1,139 -25%
WHG
2437
Westwood Holdings Group
Texas
$298K +$298K +3,340 New
GWM
2438
Gray Wealth Management
Maine
$297K -$5.98K -67 -2%
VFPW
2439
Vantage Financial Partners (Wisconsin)
Wisconsin
$297K -$2.95K -33 -1%
NWA
2440
New World Advisors
Massachusetts
$297K – – –
HZ
2441
Hixon Zuercher
Ohio
$297K – – –
WWM
2442
Windsor Wealth Management
Indiana
$297K – – –
PGA
2443
Portland Global Advisors
Maine
$297K +$7.13K +80 +2%
TSWM
2444
Tyler-Stone Wealth Management
Ohio
$297K +$297K +3,327 New
TC
2445
Truvestments Capital
Florida
$297K -$3.93K -44 -1%
AA
2446
Alesco Advisors
New York
$297K -$27.9K -312 -9%
ETIA
2447
Epic Trust Investment Advisors
Washington
$296K -$100K -1,123 -25%
RBCM
2448
Raub Brock Capital Management
California
$295K +$295K +3,308 New
CCT
2449
Capital City Trust
Florida
$295K -$6.7K -75 -2%
VCM
2450
Vivaldi Capital Management
Illinois
$295K +$5.89K +66 +2%
96 97
98
99 100