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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 %
SWM
2726
Sugarloaf Wealth Management
Georgia
$192K -$31.7K -351 -14%
PPC
2727
Park Place Capital
Alabama
$189K -$15.3K -170 -8%
ME
2728
McIlrath & Eck
Washington
$189K -$13.8K -153 -7%
MSFP
2729
Mark Sheptoff Financial Planning
Connecticut
$189K -$54.2K -600 -22%
CSWM
2730
Cassady Schiller Wealth Management
Ohio
$188K +$7.56K +87 +4%
AAP
2731
Arax Advisory Partners
Colorado
$187K -$5.96K -66 -3%
KWAG
2732
Kiely Wealth Advisory Group
North Carolina
$187K +$187K +1,955 New
POIA
2733
Pin Oak Investment Advisors
Texas
$183K – – –
JCP
2734
Jennifer C. Price
$181K – – –
LF
2735
Lee Financial
Texas
$178K -$14.1K -156 -7%
SIA
2736
Sit Investment Associates
Minnesota
$174K – – –
CBC
2737
Coombe, Bender & Co
New York
$171K +$171K +1,888 New
TCWA
2738
Turtle Creek Wealth Advisors
Texas
$169K +$169K +1,875 New
EAM
2739
EdenTree Asset Management
United Kingdom
$167K – – –
TWM
2740
Tradition Wealth Management
Minnesota
$167K -$14K -155 -8%
BBPWM
2741
Blue Bell Private Wealth Management
Pennsylvania
$167K -$12.7K -141 -7%
CCA
2742
Criterion Capital Advisors
Tennessee
$167K +$167K +1,847 New
TWD
2743
True Wealth Design
Ohio
$166K -$4.79K -53 -3%
KI
2744
Kapitalo Investimentos
Brazil
$165K +$165K +1,828 New
SC
2745
Stephens Consulting
Michigan
$165K -$271 -3 -0.2%
AWM
2746
Atticus Wealth Management
Florida
$163K – – –
NL
2747
NKCFO LLC
Illinois
$158K – – –
WPWM
2748
Western Pacific Wealth Management
Illinois
$155K – – –
DWMG
2749
DB Wealth Management Group
California
$153K – – –
HWA
2750
HHM Wealth Advisors
Tennessee
$152K -$8.49K -94 -5%
108 109
110
111 112