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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 %
TSWM
2551
Tyler-Stone Wealth Management
Ohio
$250K -$24.4K -270 -9%
SCM
2552
Sollinda Capital Management
Florida
$249K +$249K +2,763 New
ACA
2553
Aspire Capital Advisors
Washington
$249K +$249K +2,758 New
PIM
2554
Progressive Investment Management
Oregon
$249K -$5.78K -64 -2%
WAAG
2555
Wealth Alliance Advisory Group
Kansas
$249K -$15.3K -170 -6%
SFB
2556
STAR Financial Bank
Indiana
$248K +$3.25K +36 +1%
MF
2557
Montis Financial
Massachusetts
$248K -$141K -1,559 -36%
GIP
2558
Greatmark Investment Partners
Georgia
$248K -$46K -510 -16%
RCWM
2559
Royal Capital Wealth Management
Indiana
$247K -$8.13K -90 -3%
BOPW
2560
Brandywine Oak Private Wealth
Pennsylvania
$247K -$62.2K -689 -20%
IAG
2561
Investment Advisory Group
Massachusetts
$247K -$6.59K -73 -3%
BDFN
2562
Bond & Devick Financial Network
Minnesota
$246K – – –
Cohen & Steers
2563
Cohen & Steers
New York
$246K -$26.5K -294 -10%
EWA
2564
Encompass Wealth Advisors
Oregon
$246K +$4.52K +50 +2%
HNW
2565
High Note Wealth
Minnesota
$246K -$11.1K -123 -4%
DW
2566
Dodds Wealth
Colorado
$245K +$245K +2,716 New
EWM
2567
Evermay Wealth Management
Virginia
$245K -$87.9K -971 -26%
CCT
2568
Capital City Trust
Florida
$245K -$10.2K -113 -4%
HI
2569
Hudock Inc
Pennsylvania
$245K -$3.16K -35 -1%
FNWA
2570
Financial Network Wealth Advisors
Utah
$245K +$245K +2,709 New
WAM
2571
Walker Asset Management
Missouri
$244K +$244K +2,707 New
RPWA
2572
Regent Peak Wealth Advisors
Georgia
$244K +$244K +2,707 New
BW
2573
BIP Wealth
Georgia
$244K +$244K +2,706 New
CCWM
2574
Correct Capital Wealth Management
Missouri
$244K +$244K +2,705 New
SIM
2575
SSI Investment Management
California
$244K -$813 -9 -0.3%
101 102
103
104 105