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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 %
KFS
3001
Kurt F. Somerville
– -$2.9M -35,833 Closed
AT
3002
American Trust
Kentucky
– -$2.86M -35,278 Closed
PIMJS
3003
PKO Investment Management Joint-Stock
Poland
– -$2.43M -30,000 Closed
IMC Chicago
3004
IMC Chicago
Illinois
– -$2.4M -29,603 Closed
ACG
3005
Allen Capital Group
Nebraska
– -$2.15M -26,271 Closed
FMAEN1
3006
Fund Management at Engine No 1
California
– -$2.12M -26,170 Closed
SC
3007
Shellback Capital
Massachusetts
– -$2.03M -25,000 Closed
NME
3008
Notis-McConarty Edward
– -$1.93M -23,806 Closed
LBC
3009
Lawrence B. Cohen
– -$1.63M -20,052 Closed
SG
3010
StoneX Group
New York
– -$1.56M -19,234 Closed
MA
3011
Modus Advisors
Minnesota
– -$1.54M -18,988 Closed
Ninety One (UK)
3012
Ninety One (UK)
United Kingdom
– -$1.53M -18,892 Closed
CBTWT
3013
Community Bank & Trust (Waco, Texas)
Texas
– -$1.76M -18,615 Closed
Holocene Advisors
3014
Holocene Advisors
New York
– -$1.51M -18,606 Closed
OQS
3015
Occudo Quantitative Strategies
Florida
– -$1.37M -16,942 Closed
Gates Foundation Trust
3016
Gates Foundation Trust
Washington
– -$1.36M -16,800 Closed
WCA
3017
Waratah Capital Advisors
Ontario, Canada
– -$1.33M -16,467 Closed
STC
3018
Sarah T. Connolly
– -$1.3M -16,045 Closed
PWP
3019
Pursue Wealth Partners
California
– -$1.27M -15,650 Closed
SSG
3020
Summit Securities Group
New York
– -$1.26M -15,500 Closed
CWAG
3021
Compton Wealth Advisory Group
Virginia
– -$1.05M -12,962 Closed
LAS
3022
Lloyd Advisory Services
Georgia
– -$1.02M -12,564 Closed
AAM
3023
Alphadyne Asset Management
New York
– -$1.01M -12,436 Closed
CTFG
3024
Capstone Triton Financial Group
Oklahoma
– -$986K -12,164 Closed
SHA
3025
Seneca House Advisors
Virginia
– -$997K -11,768 Closed
119 120
121
122 123