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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 %
WIA
2776
Wetzel Investment Advisors
Indiana
$124K +$124K +1,369 New
FCMT
2777
Founders Capital Management (Texas)
Texas
$123K -$20K -222 -14%
SA
2778
Scarborough Advisors
Maryland
$123K +$123K +1,359 New
HWM
2779
HighMark Wealth Management
Minnesota
$123K -$10.9K -121 -8%
AWM
2780
AllSquare Wealth Management
New York
$119K -$361 -4 -0.3%
BCM
2781
Basso Capital Management
Connecticut
$119K +$119K +1,313 New
RBC
2782
Roble Belko & Company
Pennsylvania
$118K +$108K +1,200 +1,121%
CIM
2783
Contravisory Investment Management
Massachusetts
$115K – – –
IFAM
2784
Institutional & Family Asset Management
Colorado
$115K +$7.49K +83 +7%
RAM
2785
Riggs Asset Management
Pennsylvania
$113K +$12.2K +135 +12%
T
2786
Tidemark
California
$111K +$111K +1,233 New
CWA
2787
Core Wealth Advisors
Florida
$111K -$37.3K -413 -25%
LFA
2788
Level Financial Advisors
New York
$110K – – –
MCA
2789
Maryland Capital Advisors
Maryland
$110K -$542 -6 -0.5%
RA
2790
Rise Advisors
New York
$110K +$49K +543 +81%
LIWM
2791
Long Island Wealth Management
New York
$109K +$109K +1,212 New
AWM
2792
Activest Wealth Management
Florida
$107K -$271 -3 -0.3%
PWMG
2793
Private Wealth Management Group
New Jersey
$105K +$105K +1,165 New
PCWA
2794
Pacific Capital Wealth Advisors
California
$104K +$104K +1,150 New
BFA
2795
BBJS Financial Advisors
Washington
$103K -$110K -1,217 -52%
PAG
2796
Paladin Advisory Group
Iowa
$101K -$14.7K -163 -13%
MSWM
2797
McGlone Suttner Wealth Management
Wisconsin
$97.8K +$97.8K +1,083 New
CCMI
2798
Creative Capital Management Investments
California
$97.3K -$8.04K -89 -8%
SOW
2799
State of Wyoming
Wyoming
$96.2K -$1.08K -12 -1%
RIM
2800
Rockbridge Investment Management
New York
$96K +$96K +1,063 New
110 111
112
113 114