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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 %
TCM
2526
Towercrest Capital Management
Pennsylvania
$257K -$102K -1,133 -28%
IP
2527
Ignite Planners
California
$257K -$108K -1,188 -30%
JCM
2528
Jacobsen Capital Management
Utah
$257K +$257K +2,843 New
OFS
2529
Orrstown Financial Services
Pennsylvania
$256K +$256K +2,839 New
RW
2530
Rede Wealth
Virginia
$256K +$2.8K +31 +1%
CCM
2531
Cohen Capital Management
California
$256K – – –
NWA
2532
Navis Wealth Advisors
New York
$255K -$3.61K -40 -1%
ACM
2533
Advance Capital Management
Michigan
$254K -$73.9K -819 -23%
KMWM
2534
Keudell/Morrison Wealth Management
Oregon
$253K -$23.9K -265 -9%
SWM
2535
Segment Wealth Management
Texas
$253K – – –
CCM
2536
Crew Capital Management
Ohio
$253K -$72.2K -800 -22%
MA
2537
MBA Advisors
Pennsylvania
$253K +$17.6K +195 +7%
WIM
2538
WealthPlan Investment Management
Nebraska
$252K +$252K +2,796 New
KCM
2539
Kathmere Capital Management
Pennsylvania
$252K -$194K -2,144 -43%
CHA
2540
Cooper/Haims Advisors
New York
$252K – – –
AC
2541
Avenir Corporation
Virginia
$252K -$194K -2,154 -44%
FRM
2542
Fox Run Management
Connecticut
$252K +$252K +2,786 New
FA
2543
Fountainhead AM
New Jersey
$251K +$251K +2,780 New
JJBC
2544
James J. Burns & Company
New York
$251K -$1.27K -14 -0.5%
MC
2545
Miramar Capital
Illinois
$251K -$4.52K -50 -2%
KIG
2546
Kennedy Investment Group
New Jersey
$251K +$5.24K +58 +2%
CPA
2547
Cardiff Park Advisors
California
$251K -$16.3K -181 -6%
TCM
2548
Tradewinds Capital Management
Washington
$250K -$9.03K -100 -3%
SFC
2549
SYM Financial Corp
Indiana
$250K -$71.1K -788 -22%
CCB
2550
Cutter & Co Brokerage
Missouri
$250K -$41.7K -462 -14%
100 101
102
103 104