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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 %
BIG
2676
Boothe Investment Group
Delaware
$215K +$215K +2,378 New
NIWA
2677
New Insight Wealth Advisors
California
$215K +$215K +2,378 New
CA
2678
Crane Advisory
California
$215K – – –
EW
2679
Element Wealth
Mississippi
$215K +$215K +2,376 New
HL
2680
HeadInvest LLC
Maine
$214K -$22.3K -247 -9%
A
2681
AJOVista
Massachusetts
$214K +$214K +2,368 New
CIG
2682
Cascade Investment Group
Colorado
$213K -$21.8K -241 -9%
WWG
2683
West Wealth Group
California
$213K -$76.6K -848 -26%
EIA
2684
Eldridge Investment Advisors
New Hampshire
$213K -$14K -155 -6%
VRM
2685
Vectors Research Management
New York
$213K +$213K +2,364 New
CA
2686
Centerpoint Advisors
Massachusetts
$212K -$90.8K -1,004 -30%
AFP
2687
Alpha Financial Partners
Kentucky
$212K +$212K +2,347 New
CB
2688
Centennial Bank
Arkansas
$212K – – –
SPA
2689
Sherbrooke Park Advisers
New York
$211K -$600K -6,650 -74%
MSK
2690
Melissa S. Kampmann
$211K -$354K -3,925 -63%
WMP
2691
Wealth Management Partners
Arizona
$210K -$52.9K -586 -20%
ZB
2692
Zions Bancorporation
Utah
$210K +$9.3K +103 +5%
BBW
2693
Blue Barn Wealth
Utah
$210K +$210K +2,321 New
AL
2694
ADE LLC
Maryland
$209K +$209K +2,319 New
DMBA
2695
Deseret Mutual Benefit Administrators
Utah
$209K -$61.2K -678 -23%
FF
2696
Francis Financial
$208K +$208K +2,306 New
AAM
2697
AMI Asset Management
California
$208K +$208K +2,303 New
FFA
2698
Fairfield Financial Advisors
Massachusetts
$208K -$11.4K -126 -5%
AWMG
2699
Alliance Wealth Management Group
New Jersey
$207K +$207K +2,291 New
SIC
2700
SJS Investment Consulting
Ohio
$207K +$13.3K +147 +7%
106 107
108
109 110