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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 %
NRI
2501
NFP Retirement Inc
California
$267K +$32.1K +356 +14%
CCM
2502
Crabel Capital Management
California
$267K -$110K -1,219 -29%
KWMG
2503
King Wealth Management Group
Florida
$267K -$65.4K -725 -20%
OWA
2504
ORBA Wealth Advisors
Illinois
$267K +$267K +2,957 New
CWC
2505
Carolinas Wealth Consulting
North Carolina
$266K +$4.14K +150 +2%
ECG
2506
EPIQ Capital Group
California
$266K -$815 -9 -0.3%
SWM
2507
Sterling Wealth Management
Illinois
$265K +$265K +2,934 New
HA
2508
Hofer & Associates
California
$265K -$13.3K -147 -5%
SWRP
2509
Summit Wealth & Retirement Planning
California
$264K – – –
WHC
2510
Wulff, Hansen & Co
California
$263K -$15.3K -170 -6%
MCM
2511
Marathon Capital Management
Maryland
$263K -$11.1K -123 -4%
MWP
2512
Meridian Wealth Partners
Pennsylvania
$262K +$23.4K +259 +10%
GCM
2513
Galibier Capital Management
Ontario, Canada
$262K -$1.05M -11,621 -80%
WWM
2514
WJ Wealth Management
Arizona
$262K – – –
EFM
2515
E Fund Management
China
$261K +$2.71K +30 +1%
GWP
2516
Gateway Wealth Partners
Wisconsin
$261K -$144K -1,594 -36%
PFA
2517
Pathway Financial Advisors
Vermont
$260K -$12.7K -141 -5%
SA
2518
Strategic Advocates
Utah
$259K -$32.5K -360 -11%
BONH
2519
Bank of New Hampshire
New Hampshire
$258K -$171K -1,896 -40%
APW
2520
Aurora Private Wealth
New Jersey
$258K -$2.98K -33 -1%
FOA
2521
Five Oceans Advisors
California
$258K +$27.7K +307 +12%
PAM
2522
Peninsula Asset Management
Florida
$257K -$2.26K -25 -0.9%
RPA
2523
Rock Point Advisors
Vermont
$257K -$2.26K -25 -0.9%
JWWM
2524
Johnson & White Wealth Management
Pennsylvania
$257K +$257K +2,852 New
ST
2525
Somerset Trust
Pennsylvania
$257K -$113K -1,254 -31%
99 100
101
102 103