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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
1
Morgan Stanley
New York
$8.67B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.73B
3
Citadel Advisors
3
Citadel Advisors
Florida
$631M
4
VH
4
ValueAct Holdings
California
$459M
5
State Street
5
State Street
Massachusetts
$6.85B

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$1.84M
2
Goldman Sachs
2
Goldman Sachs
New York
$908M
3
Northern Trust
3
Northern Trust
Illinois
$2.02B
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$145M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$184M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
3101
Shay Capital
New York
– -$203K -2,500 Closed
HHGC
3102
Hunting Hill Global Capital
New York
– -$201K -2,481 Closed
BWA
3103
Blodgett Wealth Advisors
California
– -$201K -2,475 Closed
KIG
3104
Kowal Investment Group
Wisconsin
– -$201K -2,474 Closed
WWP
3105
WR Wealth Planners
Missouri
– -$163K -2,009 Closed
Legacy Financial Group (Iowa)
3106
Legacy Financial Group (Iowa)
Iowa
– -$126K -1,553 Closed
BCM
3107
BluePath Capital Management
Georgia
– -$119K -1,469 Closed
MAM
3108
Magellan Asset Management
Australia
– -$108K -1,335 Closed
BWS
3109
Buck Wealth Strategies
Colorado
– -$104K -1,281 Closed
ICM
3110
Intrepid Capital Management
Florida
– -$64.1K -791 Closed
IAS
3111
IMA Advisory Services
Colorado
– -$56.2K -693 Closed
RTC
3112
Riverview Trust Company
Washington
– -$55.8K -689 Closed
HWP
3113
Hibernia Wealth Partners
Louisiana
– -$45.5K -561 Closed
CCM
3114
Copeland Capital Management
Pennsylvania
– -$29.2K -360 Closed
RCG
3115
Rock Creek Group
District of Columbia
– -$25.1K -310 Closed
MCM
3116
Magnolia Capital Management
New York
– -$24K -300 Closed
SIA
3117
SkyView Investment Advisors
New Jersey
– -$24K -292 Closed
OIS
3118
Okabena Investment Services
Minnesota
– -$16.2K -200 Closed
DMKJ
3119
David M. Knott Jr
– -$9K -116 Closed
MAM
3120
Marquette Asset Management
Minnesota
– -$8.67K -107 Closed
WM
3121
Wyrmwood Management
New York
– -$9.39K -100 Closed
AWA
3122
Authentikos Wealth Advisory
California
– -$1.62K -20 Closed
FC
3123
Family CFO
California
– -$1.22K -15 Closed
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