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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 %
RWM
2576
Rockline Wealth Management
New York
$244K +$244K +2,699 New
EGA
2577
E&G Advisors
Texas
$243K -$162K -1,790 -40%
WA
2578
Waddell & Associates
Tennessee
$243K -$245K -2,714 -50%
CAM
2579
Concorde Asset Management
Michigan
$243K +$243K +2,626 New
LTI
2580
Laffer Tengler Investments
Tennessee
$243K +$5.51K +61 +2%
IPW
2581
Invictus Private Wealth
Colorado
$242K -$4.52K -50 -2%
TFA
2582
Teamwork Financial Advisors
Texas
$242K -$68.2K -755 -22%
CSIA
2583
Charles Schwab Investment Advisory
California
$242K +$242K +2,676 New
RFN
2584
RDA Financial Network
Iowa
$241K +$7.86K +87 +3%
SFM
2585
Signet Financial Management
New Jersey
$241K -$4.52K -50 -2%
MIC
2586
Meridian Investment Counsel
California
$241K – – –
CWM
2587
Collaborative Wealth Management
Florida
$241K +$4.52K +50 +2%
HT
2588
Headlands Technologies
Illinois
$241K +$241K +2,665 New
AMG
2589
Advisors Management Group
Wisconsin
$240K +$240K +2,658 New
PRWA
2590
Platte River Wealth Advisors
Colorado
$240K -$23.9K -265 -9%
NCM
2591
Northwest Capital Management
Oregon
$240K -$11.4K -126 -5%
EL
2592
EMFO LLC
Florida
$239K -$16.7K -185 -7%
CAM
2593
Cypress Asset Management
Texas
$239K -$387K -4,285 -62%
CSWG
2594
Cardinal Strategic Wealth Guidance
Kentucky
$239K – – –
KNW
2595
Kesler Norman & Wride
Utah
$239K -$284K -3,146 -54%
IAG
2596
Investmark Advisory Group
Connecticut
$239K +$2.8K +31 +1%
WI
2597
WrapManager Inc
California
$239K +$2.62K +29 +1%
VC
2598
Vestor Capital
Illinois
$238K +$49.1K +544 +26%
CWP
2599
Concord Wealth Partners
Virginia
$238K -$76K -842 -24%
DFS
2600
Dixon Fnancial Services
California
$238K – – –
102 103
104
105 106