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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
43.59%
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
+$4.67B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$892M
3
Citadel Advisors
Citadel Advisors
Florida
+$572M
4
VH
ValueAct Holdings
California
+$459M
5
State Street
State Street
Massachusetts
+$278M

Top Sellers

1
QFA
Quattro Financial Advisors
Texas
-$311M
2
Goldman Sachs
Goldman Sachs
New York
-$273M
3
Northern Trust
Northern Trust
Illinois
-$221M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$212M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
351
Northeast Investment Management
Massachusetts
$20.8M -$1.69M -18,765 -8%
CB
352
Commerce Bank
Missouri
$20.5M -$550K -6,097 -3%
GD
353
Grandfield & Dodd
New York
$20.4M +$826K +9,151 +4%
CCP
354
Clarkston Capital Partners
Michigan
$20.4M +$815K +9,031 +4%
CAM
355
Crake Asset Management
United Kingdom
$20.3M +$20.3M +225,000 New
IMPI
356
Ilmarinen Mutual Pension Insurance
Finland
$20.3M +$6.77M +75,000 +50%
CI Investments Inc
357
CI Investments Inc
Ontario, Canada
$20.2M +$397K +4,400 +2%
Mackenzie Financial
358
Mackenzie Financial
Ontario, Canada
$20.2M -$751K -8,317 -4%
JLBC
359
J.L. Bainbridge & Co
Florida
$20M -$1.02M -11,316 -5%
RMDI
360
R.M. Davis Inc
Maine
$19.6M -$6.84M -75,803 -26%
CW
361
Connectus Wealth
Ohio
$19.5M -$460K -5,096 -2%
MIH
362
Meitav Investment House
Israel
$19.5M +$1.54K +17 +0%
BPA
363
Beacon Pointe Advisors
California
$19.4M -$10.7M -118,233 -35%
MAM
364
Mark Asset Management
New York
$19.3M +$1.71M +18,917 +10%
HCMG
365
Howard Capital Management Group
California
$19.3M +$336K +3,716 +2%
Twin Tree Management
366
Twin Tree Management
Texas
$19.2M +$583K +6,453 +3%
ACM
367
Alta Capital Management
Utah
$18.8M -$5.67M -62,828 -23%
GC
368
Guggenheim Capital
Illinois
$18.8M +$2.36M +26,097 +14%
CGH
369
Crossmark Global Holdings
Texas
$18.7M +$146K +1,617 +0.8%
SIM
370
Sprucegrove Investment Management
Ontario, Canada
$18.5M +$506K +5,600 +3%
CTA
371
Chesley Taft & Associates
Illinois
$18.3M +$1.03M +11,463 +6%
Tudor Investment Corp
372
Tudor Investment Corp
Connecticut
$18.2M +$13.2M +145,695 +259%
NIG
373
NFJ Investment Group
Texas
$18.1M +$14.7M +162,614 +426%
WAS
374
Wesleyan Assurance Society
United Kingdom
$18.1M – – –
SAIG
375
Semper Augustus Investments Group
Colorado
$18.1M +$7.05M +78,059 +64%
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