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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 %
PFC
3051
Phocas Financial Corp
California
– -$425K -5,242 Closed
UBV
3052
United Bank (Virginia)
Virginia
– -$425K -5,242 Closed
FD
3053
Financial Designs
California
– -$407K -5,025 Closed
CHP
3054
Cable Hill Partners
Oregon
– -$394K -4,867 Closed
CWA
3055
Canvas Wealth Advisors
Kansas
– -$398K -4,812 Closed
MFG
3056
Mainsail Financial Group
Washington
– -$361K -4,415 Closed
PC
3057
Pecaut & Co
Iowa
– -$348K -4,288 Closed
CWM
3058
Curi Wealth Management
North Carolina
– -$324K -3,992 Closed
JAFL
3059
Jay A. Fishman Ltd
Michigan
– -$320K -3,950 Closed
D
3060
Dentgroup
Louisiana
– -$307K -3,782 Closed
MIA
3061
Milestone Investment Advisors
Wisconsin
– -$305K -3,767 Closed
HIGP
3062
Hill Investment Group Partners
Missouri
– -$304K -3,745 Closed
GAMC
3063
Garner Asset Management Corp
Texas
– -$303K -3,742 Closed
QC
3064
QCM Cayman
Texas
– -$296K -3,654 Closed
EC
3065
EdgeRock Capital
Colorado
– -$296K -3,647 Closed
WCA
3066
Westover Capital Advisors
Delaware
– -$281K -3,473 Closed
DRD
3067
Dennis R. Delaney
– -$279K -3,439 Closed
BFA
3068
Benedict Financial Advisors
Georgia
– -$271K -3,344 Closed
PGA
3069
Portland Global Advisors
Maine
– -$265K -3,267 Closed
RBCM
3070
Raub Brock Capital Management
California
– -$264K -3,260 Closed
FAM
3071
Fred Alger Management
New York
– -$255K -3,141 Closed
CM
3072
CastleKnight Management
New York
– -$251K -3,100 Closed
BFW
3073
Brady Family Wealth
Missouri
– -$241K -2,978 Closed
BCB
3074
Brian C. Broderick
– -$240K -2,962 Closed
FFWM
3075
Future Financial Wealth Management
Ohio
– -$239K -2,945 Closed
121 122
123
124 125