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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 %
BFA
476
Bragg Financial Advisors
North Carolina
$11.1M +$85.6K +948 +0.8%
First Trust Advisors
477
First Trust Advisors
Illinois
$11.1M -$6.56M -72,675 -37%
PAIM
478
Punch & Associates Investment Management
Minnesota
$10.9M +$243K +2,692 +2%
GH
479
GAM Holding
Switzerland
$10.9M -$920K -10,188 -8%
SBWIC
480
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.8M -$340K -3,771 -3%
LDB
481
Lee, Danner & Bass
Tennessee
$10.8M -$565K -6,262 -5%
Pacer Advisors
482
Pacer Advisors
Pennsylvania
$10.7M -$11.4M -126,283 -51%
ECU
483
Eisler Capital (UK)
United Kingdom
$10.7M -$5.67M -62,829 -35%
CSPIA
484
Cary Street Partners Investment Advisory
Virginia
$10.7M -$151K -1,667 -1%
BBA
485
Baader Bank Aktiengesellschaft
Germany
$10.7M -$1.16M -12,916 -10%
WTB
486
Washington Trust Bank
Washington
$10.6M -$247K -2,741 -2%
ACIM
487
Azimuth Capital Investment Management
Michigan
$10.5M -$368K -4,076 -3%
LWCFA
488
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10.5M -$269K -2,796 -2%
PCA
489
Providence Capital Advisors
North Carolina
$10.5M +$46K +510 +0.4%
SAM
490
Securian Asset Management
Minnesota
$10.5M -$1.39M -15,432 -12%
BWM
491
Bulltick Wealth Management
Florida
$10.3M -$36.6K -404 -0.4%
QI
492
QV Investors
Alberta, Canada
$10.2M -$126K -1,390 -1%
IIM
493
INTECH Investment Management
Florida
$10.2M -$1.03M -11,392 -9%
NOCM
494
Night Owl Capital Management
Connecticut
$10.2M – – –
SWIG
495
Strategic Wealth Investment Group
Kentucky
$10.2M -$145K -1,604 -1%
SGK
496
Steigerwald Gordon & Koch
Virginia
$10.1M -$733K -8,119 -7%
SWP
497
Stratos Wealth Partners
Ohio
$10.1M -$869K -9,622 -8%
AT
498
Avalon Trust
New Mexico
$10.1M +$1.7M +18,827 +20%
PFP
499
Pinnacle Financial Partners
Tennessee
$10.1M -$259K -2,864 -3%
DI
500
DRH Investments
California
$10M -$575K -6,368 -5%
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