DIS icon

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 %
DPW
2901
DiNuzzo Private Wealth
Pennsylvania
$24.1K +$24.1K +267 New
FPB
2902
First PREMIER Bank
South Dakota
$24K – – –
RWPA
2903
Richard W. Paul & Associates
Michigan
$23.9K – – –
LJHT
2904
Laurie J. Hall Trustee
$23K -$54.1K -600 -70%
NMG
2905
New Millennium Group
Utah
$22.6K -$1.54K -17 -6%
RG
2906
Retirement Group
California
$22.3K – – –
AJ
2907
Ashburton (Jersey)
Jersey
$22K – – –
IHWM
2908
Iron Horse Wealth Management
Iowa
$22K -$9.31K -103 -30%
MLA
2909
MB, Levis & Associates
Pennsylvania
$21.1K – – –
WBC
2910
West Branch Capital
Massachusetts
$18.4K -$1.23M -13,556 -99%
CFS
2911
CGC Financial Services
Oregon
$15.1K +$7.67K +85 +104%
DI
2912
DAGCO Inc
Ohio
$14.4K -$542K -6,005 -97%
DWS
2913
Dynamic Wealth Strategies
California
$14.4K +$14.4K +159 New
PS
2914
PayPay Securities
Japan
$14.1K -$4.81K -53 -25%
RTL
2915
Red Tortoise LLC
Georgia
$13.7K +$12.1K +134 +744%
TFG
2916
Team Financial Group
California
$13.5K – – –
HFS
2917
HBC Financial Services
Washington
$13K – – –
CCMW
2918
Cypress Capital Management (Wyoming)
Wyoming
$12.4K – – –
CWM
2919
CarsonAllaria Wealth Management
Illinois
$12.4K -$10.3K -114 -45%
VWA
2920
Valued Wealth Advisors
Utah
$12.2K +$12.2K +150 New
KIG
2921
Kessler Investment Group
Indiana
$11.5K – – –
4FG
2922
4Thought Financial Group
New York
$11.2K +$11.2K +124 New
NSG
2923
Nalls Sherbakoff Group
Tennessee
$11.1K -$542 -6 -5%
RCM
2924
Richardson Capital Management
Wisconsin
$10.8K +$10.8K +120 New
GAG
2925
Goodman Advisory Group
Massachusetts
$10.5K -$7.68K -85 -42%
115 116
117
118 119