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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 %
TWM
2601
Thrive Wealth Management
Pennsylvania
$238K -$46.3K -513 -16%
DP
2602
Denver PWM
Colorado
$237K +$817 +9 +0.3%
WMSA
2603
Weiss Multi-Strategy Advisers
New York
$237K +$237K +2,630 New
TFA
2604
Tranquilli Financial Advisor
New Jersey
$237K +$6.5K +72 +3%
FCCM
2605
First City Capital Management
Georgia
$236K -$20K -221 -8%
RRA
2606
Round Rock Advisors
Connecticut
$236K +$236K +2,610 New
EPA
2607
Element Pointe Advisors
Florida
$235K -$126K -1,393 -35%
AC
2608
AXQ Capital
New Jersey
$235K -$1.26M -14,000 -84%
PAM
2609
Paradigm Asset Management
New York
$235K – – –
1W
2610
1776 Wealth
Georgia
$234K – – –
SIM
2611
Stratos Investment Management
Ohio
$234K -$20.2K -224 -8%
KPWG
2612
KFA Private Wealth Group
Virginia
$233K -$2.62K -29 -1%
AC
2613
ASB Consultores
Florida
$233K -$33.9K -376 -13%
OHWA
2614
Oak Hill Wealth Advisors
Virginia
$233K -$143K -1,580 -38%
AWM
2615
Alterna Wealth Management
Texas
$232K -$9.03K -100 -4%
BC
2616
Bridgefront Capital
Texas
$231K +$231K +2,553 New
WP
2617
WealthShield Partners
North Carolina
$230K +$230K +2,539 New
WC
2618
Whitney & Co
New York
$230K +$993 +11 +0.4%
ECAM
2619
East Coast Asset Management
Massachusetts
$229K -$9.03K -100 -4%
LD
2620
Lipe & Dalton
New York
$229K – – –
FDDB
2621
Fidelity D&D Bancorp
Pennsylvania
$229K -$17.4K -193 -7%
SMFG
2622
Sumitomo Mitsui Financial Group
Japan
$229K -$268K -2,963 -54%
NFA
2623
Northwest Financial Advisors
Virginia
$228K +$228K +2,529 New
SGCA
2624
Steel Grove Capital Advisors
Tennessee
$228K -$52.3K -579 -19%
GA
2625
GSG Advisors
New Jersey
$228K +$228K +2,486 New
103 104
105
106 107