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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 %
CW
2626
Channel Wealth
California
$228K +$228K +2,522 New
GAM
2627
Gould Asset Management
California
$228K – – –
TPWA
2628
Twin Peaks Wealth Advisors
California
$227K +$227K +2,518 New
NWM
2629
Northwest Wealth Management
Iowa
$227K +$4.33K +48 +2%
MWA
2630
MFA Wealth Advisors
Pennsylvania
$227K +$227K +2,515 New
TLA
2631
Tanglewood Legacy Advisors
Texas
$227K – – –
OWM
2632
Opes Wealth Management
California
$227K -$21.3K -236 -9%
TAM
2633
Titleist Asset Management
Texas
$226K +$226K +2,503 New
WOC
2634
West Oak Capital
California
$226K – – –
FL
2635
FreeGulliver LLC
Louisiana
$226K +$226K +2,502 New
SRSA
2636
S.R. Schill & Associates
Washington
$226K -$2.44K -27 -1%
YLHM
2637
Yelin Lapidot Holdings Management
Israel
$226K – – –
BSHC
2638
Breed's Hill Capital
Massachusetts
$225K +$225K +2,495 New
1WM
2639
1900 Wealth Management
Texas
$225K +$225K +2,494 New
BAM
2640
Bellevue Asset Management
Washington
$225K -$18.1K -200 -7%
LFGO
2641
Legacy Financial Group (Oklahoma)
Oklahoma
$224K +$224K +2,485 New
UW
2642
Unique Wealth
Florida
$224K -$7.41K -82 -3%
MAWA
2643
Moss Adams Wealth Advisors
Washington
$223K +$223K +2,465 New
ACA
2644
Affinity Capital Advisors
California
$223K -$33.6K -372 -13%
PCH
2645
PGIM Custom Harvest
New Jersey
$223K +$223K +2,468 New
CCA
2646
Clearwater Capital Advisors
Illinois
$223K +$223K +2,468 New
KA
2647
Kozak & Associates
Colorado
$222K -$371K -3,987 -63%
CS
2648
Capital Square
Tennessee
$222K +$2.98K +33 +1%
SWM
2649
Sanctuary Wealth Management
Idaho
$222K – – –
PWC
2650
PYA Waltman Capital
Tennessee
$221K -$3.16K -35 -1%
104 105
106
107 108