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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 %
CTWM
2826
Cherry Tree Wealth Management
Minnesota
$79.5K -$451 -5 -0.6%
CJ
2827
Caitlin John
Michigan
$79.2K +$79.2K +874 New
CTB
2828
Country Trust Bank
Illinois
$76.4K -$19.2M -212,734 -100%
PP
2829
Pacifica Partners
Canada
$75.8K +$5.45K +60 +8%
DCBT
2830
Dakota Community Bank & Trust
North Dakota
$75.6K -$1.81K -20 -2%
CAM
2831
Clarity Asset Management
Iowa
$72.6K +$72.6K +805 New
RAM
2832
Ramirez Asset Management
New York
$72.2K – – –
FWA
2833
FSC Wealth Advisors
New York
$71.1K -$18.1K -200 -20%
IPW
2834
Impact Partnership Wealth
Georgia
$69.1K -$141K -1,566 -67%
VL
2835
Vima LLC
Michigan
$68.4K +$68.4K +758 New
FGA
2836
Fortis Group Advisors
New Jersey
$67.5K +$33.8K +374 +100%
LWA
2837
Lowe Wealth Advisors
Maryland
$67.4K – – –
CH
2838
Canton Hathaway
Rhode Island
$67K – – –
ATC
2839
Advantage Trust Company
Kansas
$65.9K +$65.9K +730 New
TCCM
2840
Timber Creek Capital Management
Massachusetts
$64.4K – – –
DEM
2841
Disciplined Equity Management
Florida
$63.2K +$63.2K +700 New
SRCM
2842
Signature Resources Capital Management
California
$61K +$61K +676 New
CWM
2843
Cranbrook Wealth Management
Michigan
$60.8K – – –
FG
2844
Fairman Group
Pennsylvania
$60K +$60K +662 New
AWM
2845
Abound Wealth Management
Tennessee
$59.8K +$271 +3 +0.5%
FRA
2846
Front Row Advisors
California
$59K -$20.8K -230 -26%
RFG
2847
REAP Financial Group
Texas
$58.7K +$58.7K +650 New
VWWMG
2848
Vermillion & White Wealth Management Group
Pennsylvania
$58.1K +$58.1K +644 New
FMP
2849
Financial Management Professionals
Texas
$58K +$3.25K +36 +6%
W
2850
WealthCollab
Washington
$57.1K +$57.1K +632 New
112 113
114
115 116