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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
43.6%
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
$8.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.73B
3
Citadel Advisors
Citadel Advisors
Florida
$631M
4
VH
ValueAct Holdings
California
$459M
5
State Street
State Street
Massachusetts
$6.85B

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
$1.84M
2
Goldman Sachs
Goldman Sachs
New York
$908M
3
Northern Trust
Northern Trust
Illinois
$2.02B
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$145M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
2876
Clear Point Advisors
New York
$40.3K +$40.3K +446 New
CMP
2877
Coston McIsaac & Partners
Maine
$40K +$2.69K +30 +7%
BWM
2878
BKM Wealth Management
Wisconsin
$39.2K +$39.2K +434 New
CMA
2879
Cedar Mountain Advisors
Oregon
$38.7K – – –
MWM
2880
Mascoma Wealth Management
New Hampshire
$38K -$20.1K -223 -35%
OLVIG
2881
Oliver Lagore Vanvalin Investment Group
Michigan
$37.5K -$8.67K -96 -19%
FRA
2882
Frank Rimerman Advisors
California
$37.4K +$37.4K +414 New
WWM
2883
Wolff Wiese Magana
California
$37K -$14.9K -165 -29%
AWM
2884
Avondale Wealth Management
Texas
$36.7K – – –
PWA
2885
Provenance Wealth Advisors
Florida
$36.6K -$2.26K -25 -6%
OIAM
2886
OFI Invest Asset Management
France
$35.1K -$1.39K -17 -4%
EA
2887
Evolution Advisers
Virginia
$34K +$9.4K +105 +38%
PWM
2888
Partnership Wealth Management
Maryland
$32.7K +$32.7K +340 New
SHIM
2889
Stone House Investment Management
Pennsylvania
$31.2K +$24.4K +270 +355%
BWAM
2890
Boyd Watterson Asset Management
Ohio
$31.2K – – –
LIA
2891
Luken Investment Analytics
Tennessee
$30.2K – – –
PPWM
2892
PFG Private Wealth Management
Florida
$28.2K -$9.03K -100 -24%
GIM
2893
Gold Investment Management
Alberta, Canada
$27.8K +$27.8K +308 New
QL
2894
Quarry LP
New York
$27.7K -$59.8K -662 -68%
JSAM
2895
J. Safra Asset Management
New York
$27.4K – – –
LFASL
2896
Lugano Financial Advisors SA (LFA)
Switzerland
$27.1K -$45.1K -500 -63%
MTIM
2897
Marathon Trading Investment Management
Pennsylvania
$26.5K -$755K -8,360 -97%
PS
2898
Planned Solutions
California
$25.7K +$25.7K +285 New
NA
2899
Nordwand Advisors
Pennsylvania
$25.2K – – –
BMC
2900
Bear Mountain Capital
Washington
$24.3K +$24.3K +261 New
114 115
116
117 118