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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 %
DF
2951
DecisionPoint Financial
Arizona
$4.88K +$451 +5 +10%
DCM
2952
Davidson Capital Management
Texas
$4.88K +$4.88K +54 New
CIR
2953
Clear Investment Research
Georgia
$4.61K -$361 -4 -7%
HCM
2954
Horrell Capital Management
Arkansas
$4K – – –
CMANY
2955
Capital Management Associates (New York)
New York
$3.7K – – –
CMBA
2956
C.M. Bidwell & Associates
Hawaii
$3.43K – – –
GWSA
2957
Global Wealth Strategies & Associates
Colorado
$3.16K – – –
CI
2958
Cordant Inc
Oregon
$2.89K – – –
CAM
2959
Creekmur Asset Management
Illinois
$2.89K +$2.89K +32 New
CPG
2960
Custom Portfolio Group
Colorado
$2.81K +$2.81K +31 New
APM
2961
a16z Perennial Management
California
$1.99K +$1.99K +22 New
EAM
2962
Eukles Asset Management
Ohio
$1.81K -$181 -2 -9%
WA
2963
WestEnd Advisors
North Carolina
$1.81K +$181 +2 +11%
CAM
2964
ClariVest Asset Management
California
$1.54K +$452 +5 +42%
HF
2965
Halpern Financial
Virginia
$1.38K -$5.41K -59 -80%
RF
2966
Robbins Farley
New Hampshire
$1.27K – – –
TFA
2967
Transamerica Financial Advisors
Florida
$1K – – –
CWM
2968
Cedar Wealth Management
California
$903 – – –
TC
2969
Tacita Capital
Ontario, Canada
$903 – – –
AIM
2970
Arcadia Investment Management
Michigan
$813 – – –
DWA
2971
Delos Wealth Advisors
Texas
$542 – – –
LPP
2972
Life Planning Partners
Florida
$452 +$452 +5 New
GPFA
2973
Game Plan Financial Advisors
Ohio
$451 +$451 +5 New
EPW
2974
Evergreen Private Wealth
Colorado
$361 +$361 +4 New
MCM
2975
MidAtlantic Capital Management
Virginia
$90 +$90 +1 New
117 118
119
120 121