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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 %
PM
2651
Phraction Management
Connecticut
$221K +$221K +2,447 New
SFI
2652
SPC Financial Inc
Maryland
$221K -$6.41K -71 -3%
FA
2653
Financial Advisors
Massachusetts
$220K -$6.59K -73 -3%
TFF
2654
The Family Firm
Maryland
$220K +$220K +2,439 New
CIC
2655
Chase Investment Counsel
Virginia
$220K +$220K +2,446 New
CCG
2656
Capital CS Group
California
$220K -$9.03K -100 -4%
PCM
2657
Pennsylvania Capital Management
Pennsylvania
$219K -$28.9K -320 -12%
GWMIA
2658
Global Wealth Management Investment Advisory
Florida
$219K +$12K +133 +6%
MWM
2659
Mosley Wealth Management
California
$219K +$219K +2,427 New
FWM
2660
Fairhaven Wealth Management
Illinois
$219K +$219K +2,426 New
LRIA
2661
Leonard Rickey Investment Advisors
Washington
$219K +$219K +2,424 New
GCP
2662
Gill Capital Partners
Colorado
$219K +$219K +2,424 New
HWA
2663
Hilltop Wealth Advisors
North Carolina
$219K +$219K +2,424 New
CAL
2664
Capital Advisors Ltd
Ohio
$218K +$7.04K +78 +3%
MHWM
2665
Montz Harcus Wealth Management
Louisiana
$218K +$218K +2,412 New
AMR
2666
Asset Management Resources
Massachusetts
$217K -$25.9K -287 -11%
AA
2667
AJ Advisors
Tennessee
$217K +$217K +2,405 New
FAM
2668
Flaharty Asset Management
Florida
$217K -$7.59K -84 -3%
MRI
2669
Mad River Investors
Massachusetts
$217K +$217K +2,400 New
CIC
2670
Cornercap Investment Counsel
Georgia
$216K -$2.71M -29,962 -93%
TCPWM
2671
Traverso Chambers Private Wealth Management
California
$216K -$18.8K -208 -8%
VCM
2672
Versant Capital Management
Arizona
$216K +$1.9K +21 +0.9%
FCFC
2673
First Citizens Financial Corp
Iowa
$216K +$216K +2,392 New
LFP
2674
Lakeshore Financial Planning
Michigan
$216K -$110K -1,217 -34%
PAM
2675
PVG Asset Management
Colorado
$215K +$215K +2,382 New
105 106
107
108 109