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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 %
MJP
3026
Michael J. Puzo
– -$951K -11,735 Closed
GSWM
3027
Greenup Street Wealth Management
Michigan
– -$915K -11,284 Closed
CCA
3028
Conservest Capital Advisors
Pennsylvania
– -$901K -11,118 Closed
FIA
3029
FNY Investment Advisers
New York
– -$891K -11,000 Closed
PWS
3030
Peloton Wealth Strategists
Indiana
– -$855K -10,555 Closed
STAS
3031
Strong Tower Advisory Services
Minnesota
– -$798K -9,848 Closed
NED
3032
Nancy E. Dempze
– -$757K -9,337 Closed
HCA
3033
Harbour Capital Advisors
Virginia
– -$736K -9,084 Closed
LFM
3034
Lumina Fund Management
New York
– -$729K -9,000 Closed
BOC
3035
Barbara Oil Co
Illinois
– -$729K -9,000 Closed
SAM
3036
Stansberry Asset Management
Texas
– -$690K -8,516 Closed
AG
3037
AIA Group
Hong Kong
– -$688K -8,488 Closed
PI
3038
PineBridge Investments
New York
– -$683K -8,425 Closed
UH
3039
Unigestion Holding
Switzerland
– -$661K -8,248 Closed
TBC
3040
Ted Buchan & Co
California
– -$635K -7,829 Closed
SWK
3041
Stephen W. Kidder
– -$622K -7,675 Closed
DR
3042
Davis Rea
Ontario, Canada
– -$614K -7,577 Closed
JDR
3043
Jay D. Rosenbaum
– -$600K -7,407 Closed
BSG
3044
Black Swift Group
Colorado
– -$567K -7,000 Closed
BA
3045
Bridgewater Associates
Connecticut
– -$541K -6,673 Closed
GCM
3046
Genus Capital Management
British Columbia, Canada
– -$531K -6,551 Closed
HCM
3047
Huber Capital Management
California
– -$486K -6,000 Closed
ESCM
3048
Echo Street Capital Management
New York
– -$457K -5,633 Closed
GC
3049
GFG Capital
Florida
– -$441K -5,442 Closed
MM
3050
MQS Management
New York
– -$432K -5,324 Closed
120 121
122
123 124