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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 %
PFA
2801
Pathway Financial Advisers
Indiana
$95.7K – – –
NOI
2802
Newton One Investments
Delaware
$93.7K – – –
AW
2803
Avion Wealth
Texas
$93K -$2.16K -24 -2%
MME
2804
Meag Munich Ergo
Germany
$93K – – –
HI
2805
Hoey Investments
Pennsylvania
$92.8K – – –
HGA
2806
Hobbs Group Advisors
South Carolina
$92.5K +$92.5K +1,024 New
PAI
2807
Pittenger & Anderson Inc
Nebraska
$92K -$72.3K -801 -44%
AFIA
2808
America First Investment Advisors
Nebraska
$90.4K – – –
BGAI
2809
Bruce G. Allen Investments
Colorado
$90.3K +$90.3K +1,000 New
MIFH
2810
Migdal Insurance & Financial Holdings
Israel
$90K -$1.36K -15 -1%
CAC
2811
Core Alternative Capital
Georgia
$89.7K -$34.9K -386 -28%
SAG
2812
Spotlight Asset Group
Illinois
$87.9K – – –
PP
2813
PFS Partners
New Jersey
$86.6K -$6.77K -75 -7%
KFS
2814
Kelly Financial Services
Massachusetts
$86.1K -$14.4K -159 -14%
RDFA
2815
Ritter Daniher Financial Advisory
Ohio
$85.6K – – –
MWA
2816
Moser Wealth Advisors
Washington
$85.3K – – –
TWP
2817
TFO Wealth Partners
Ohio
$85K -$99.3K -1,100 -54%
FFA
2818
Frazier Financial Advisors
Ohio
$84.5K +$84.5K +936 New
BIA
2819
Bell Investment Advisors
California
$83.9K +$24.8K +275 +42%
AFS
2820
Annapolis Financial Services
Maryland
$82.2K -$6.95K -77 -8%
CFG
2821
CKW Financial Group
Hawaii
$81K – – –
CPG
2822
Cornerstone Planning Group
New Jersey
$80.7K +$632 +7 +0.8%
AT
2823
Arlington Trust
Alabama
$80.4K +$80.4K +890 New
AA
2824
AlphaMark Advisors
Kentucky
$80K -$452 -5 -0.6%
OA
2825
Operose Advisors
Wisconsin
$79.6K -$95.4K -1,057 -55%
111 112
113
114 115