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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 %
CWM
3076
Centric Wealth Management
Illinois
– -$235K -2,896 Closed
CFGSD
3077
Compass Financial Group (South Dakota)
South Dakota
– -$231K -2,846 Closed
TWM
3078
TMD Wealth Management
Arizona
– -$230K -2,834 Closed
CSA
3079
Cottage Street Advisors
Massachusetts
– -$228K -2,814 Closed
DAM
3080
Derbend Asset Management
Georgia
– -$228K -2,813 Closed
LWM
3081
Lodestone Wealth Management
Washington
– -$228K -2,809 Closed
BWP
3082
Bernardo Wealth Planning
Pennsylvania
– -$226K -2,786 Closed
GWCM
3083
Godshalk Welsh Capital Management
Pennsylvania
– -$224K -2,762 Closed
GAA
3084
Global Assets Advisory
Florida
– -$221K -2,730 Closed
AIM
3085
Aigen Investment Management
New York
– -$221K -2,729 Closed
SFC
3086
Strategic Financial Concepts
Texas
– -$220K -2,719 Closed
OKSA
3087
O'Keefe Stevens Advisory
New York
– -$218K -2,689 Closed
MSCM
3088
McElhenny Sheffield Capital Management
Texas
– -$215K -2,655 Closed
WIP
3089
WealthCare Investment Partners
Rhode Island
– -$216K -2,648 Closed
WA
3090
Wambolt & Associates
Colorado
– -$216K -2,644 Closed
KCM
3091
KRS Capital Management
Michigan
– -$213K -2,631 Closed
LAS
3092
LWM Advisory Services
Florida
– -$213K -2,614 Closed
CCIA
3093
Cherry Creek Investment Advisors
Colorado
– -$211K -2,609 Closed
FA
3094
Fiducient Advisors
Illinois
– -$211K -2,607 Closed
IW
3095
Imprint Wealth
South Carolina
– -$210K -2,597 Closed
PP
3096
Patron Partners
Texas
– -$210K -2,586 Closed
FSC
3097
Full Sail Capital
Oklahoma
– -$208K -2,572 Closed
ACM
3098
Ategra Capital Management
Virginia
– -$207K -2,559 Closed
BBP
3099
Banco BTG Pactual
Brazil
– -$205K -2,535 Closed
LFPWM
3100
Leicht Financial Planning & Wealth Management
New Jersey
– -$204K -2,523 Closed
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