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Walt Disney
DIS

Overview Fund Activity

2,974 hedge funds and large institutions have $115B invested in Walt Disney in 2023 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 924 increasing their positions, 1,451 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,974
Holders Change
+169
Holders Change %
+6.02%
% of All Funds
43.59%
Holding in Top 10
62
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+16.98%
% of All Funds
0.91%
New
364
Increased
924
Reduced
1,451
Closed
148
Calls
$4.27B
Puts
$4.69B
Net Calls
-$417M
Net Calls Change
-$189M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$892M
3
Citadel Advisors
Citadel Advisors
Florida
+$572M
4
VH
ValueAct Holdings
California
+$459M
5
State Street
State Street
Massachusetts
+$278M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$311M
2
Goldman Sachs
Goldman Sachs
New York
-$273M
3
Northern Trust
Northern Trust
Illinois
-$221M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$212M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
2476
SeaBridge Investment Advisors
New Jersey
$274K +$41.5K +460 +18%
WCFA
2477
Walkner Condon Financial Advisors
Wisconsin
$274K +$35.2K +390 +15%
GC
2478
Gratus Capital
Georgia
$274K +$8.85K +98 +3%
FC
2479
Fusion Capital
South Carolina
$274K -$20.9K -231 -7%
CIA
2480
Compass Ion Advisors
Pennsylvania
$274K -$7.5K -83 -3%
HGERS
2481
Householder Group Estate & Retirement Specialist
Arizona
$273K -$44.8K -497 -14%
CFO
2482
Custos Family Office
Texas
$273K – – –
AWS
2483
Arkfeld Wealth Strategies
Nebraska
$273K +$33.3K +371 +14%
KA
2484
Kearns & Associates
California
$273K – – –
WWC
2485
Waypoint Wealth Counsel
Georgia
$273K -$66.8K -740 -20%
HIF
2486
Hill Island Financial
Michigan
$272K +$40.6K +450 +18%
WFA
2487
WestHill Financial Advisors
California
$271K -$8.31K -92 -3%
FFL
2488
Financial Freedom LLC
Ohio
$271K – – –
CFA
2489
Capstone Financial Advisors
Illinois
$271K -$13.5K -150 -5%
WBG
2490
Wharton Business Group
Pennsylvania
$271K – – –
TCOTS
2491
Trust Company of the South
North Carolina
$271K +$271K +3,001 New
WQ
2492
Wealth Quarterback
New Jersey
$270K -$18.8K -208 -6%
AGC
2493
Aspen Grove Capital
Colorado
$270K +$270K +3,026 New
AWM
2494
Avaii Wealth Management
Wisconsin
$270K -$68.4K -758 -20%
MCM
2495
McRae Capital Management
New Jersey
$270K -$22.6K -250 -8%
IA
2496
Insight Advisors
Pennsylvania
$269K -$13.3K -147 -5%
TCM
2497
Traynor Capital Management
Pennsylvania
$268K -$133K -1,475 -33%
CT
2498
Coastline Trust
Rhode Island
$268K -$50.7K -562 -16%
JSL
2499
JT Stratford LLC
Georgia
$268K -$393K -4,348 -59%
PO
2500
Private Ocean
California
$268K -$4.79K -53 -2%
98 99
100
101 102