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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 %
HPCM
501
Hunter Perkins Capital Management
Illinois
$10M -$1.49M -16,420 -13%
RIA
502
RPG Investment Advisory
California
$9.99M -$1.45K -16 -0%
LSERS
503
Louisiana State Employees Retirement System
Louisiana
$9.99M -$253K -2,800 -2%
NMIFOAC
504
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$9.98M – – –
FG
505
Fiduciary Group
Georgia
$9.88M -$573K -6,350 -5%
VPIM
506
Vanguard Personalized Indexing Management
California
$9.83M +$3.67M +40,687 +60%
RGI
507
River Global Investors
United Kingdom
$9.82M -$509K -5,633 -5%
PAM
508
Peak Asset Management
Colorado
$9.81M +$566K +6,268 +6%
KPWS
509
Kestra Private Wealth Services
Texas
$9.8M +$631K +6,986 +7%
SCA
510
Snowden Capital Advisors
New York
$9.79M -$538K -5,956 -5%
SI
511
Stephens Inc
Arkansas
$9.78M +$204K +2,256 +2%
HW
512
Hamilton Wealth
California
$9.77M -$440K -4,870 -4%
JFG
513
Jefferies Financial Group
New York
$9.72M +$7.05M +78,098 +264%
SS
514
Simplicity Solutions
Minnesota
$9.69M +$574K +6,371 +6%
AI
515
Atria Investments
North Carolina
$9.62M -$582K -6,440 -6%
LOPW
516
Live Oak Private Wealth
North Carolina
$9.58M -$343K -3,794 -3%
Allspring Global Investments
517
Allspring Global Investments
North Carolina
$9.57M -$2.06M -22,770 -18%
MWM
518
Modera Wealth Management
New Jersey
$9.49M -$334K -3,694 -3%
JC
519
Jacobs & Co
California
$9.49M -$57.3K -635 -0.6%
LKIM
520
Lawson Kroeker Investment Management
Nebraska
$9.45M -$33K -365 -0.3%
FNBT
521
FineMark National Bank & Trust
Florida
$9.44M -$285K -3,159 -3%
IPAM
522
ICICI Prudential Asset Management
India
$9.44M – – –
TMAM
523
Tokio Marine Asset Management
Japan
$9.42M +$159K +1,761 +2%
BFG
524
Bleakley Financial Group
New Jersey
$9.41M +$595K +6,587 +7%
MGP
525
Metis Global Partners
California
$9.34M +$1.29M +14,256 +16%
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