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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 %
BCMLT
2751
Beacon Capital Management LLC (Tennessee)
Tennessee
$151K -$3.24K -40 -2%
SPWM
2752
Spartan Planning & Wealth Management
North Carolina
$151K +$150K +1,665 +83,250%
MIM
2753
Macroview Investment Management
Maryland
$150K +$45.1K +499 +43%
RCM
2754
Raleigh Capital Management
North Carolina
$148K -$16.4K -182 -10%
EBA
2755
Eagle Bay Advisors
New York
$148K +$39.1K +433 +36%
AP
2756
Atwood & Palmer
Missouri
$145K -$68.4K -757 -32%
KFP
2757
Keener Financial Planning
Texas
$145K +$145K +1,602 New
BWL
2758
Bogart Wealth LLC
Virginia
$145K -$59.9K -664 -29%
PGAM
2759
Princeton Global Asset Management
New Jersey
$145K -$14.4K -159 -9%
MBFW
2760
Morton Brown Family Wealth
Pennsylvania
$144K +$28K +310 +24%
MRCM
2761
M&R Capital Management
New Jersey
$144K -$76.8K -851 -35%
DIP
2762
DT Investment Partners
Pennsylvania
$143K – – –
FMTCOCP
2763
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$143K -$22.4K -248 -14%
HB
2764
Horizon Bancorp
Indiana
$142K +$49.9K +555 +54%
TFM
2765
TFC Financial Management
Massachusetts
$135K -$27.4K -303 -17%
MHR
2766
Matthew Hamilton Rosenberg
$133K -$86K -953 -39%
IWP
2767
IAG Wealth Partners
Wisconsin
$132K -$61.4K -680 -32%
TFIPS
2768
Towarzystwo Funduszy Inwestycyjnych PZU SA
$131K +$131K +1,450 New
TVWM
2769
Tower View Wealth Management
Wisconsin
$130K – – –
TAM
2770
Tucker Asset Management
Colorado
$130K -$14.3K -158 -10%
RA
2771
Rational Advisors
New York
$130K -$207K -2,291 -61%
DAC
2772
Dividend Assets Capital
South Carolina
$129K -$815 -9 -0.6%
PP
2773
PrairieView Partners
Minnesota
$126K -$9K -100 -7%
PA
2774
Pineridge Advisors
Missouri
$125K +$125K +1,389 New
CWM
2775
Compass Wealth Management
Connecticut
$124K +$3.7K +41 +3%
109 110
111
112 113