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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 %
RWA
526
Roberts Wealth Advisors
California
$9.33M -$26K -97 -0.3%
DA
527
DCM Advisors
New York
$9.32M +$1.01M +11,169 +12%
PA
528
Parallel Advisors
California
$9.31M +$239K +2,644 +3%
NSAM
529
North Star Asset Management
Wisconsin
$9.3M +$45.5K +504 +0.5%
PI
530
Parkside Investments
Illinois
$9.3M -$331K -3,665 -3%
PP
531
Prudential plc
United Kingdom
$9.26M -$162K -1,789 -2%
IGAM
532
iA Global Asset Management
Quebec, Canada
$9.22M +$8.54M +94,589 +1,252%
MGIA
533
Matthew Goff Investment Advisor
Texas
$9.17M -$125K -1,383 -1%
BC
534
Blackhill Capital
New Jersey
$9.16M – – –
AAS
535
Avantax Advisory Services
Texas
$9.14M -$1.21M -13,427 -12%
CIC
536
Carnegie Investment Counsel
Ohio
$9.09M -$1.27M -14,021 -12%
AT
537
Arvest Trust
Oklahoma
$9.08M -$368K -4,078 -4%
ACM
538
Alight Capital Management
New York
$9.03M +$9.03M +100,000 New
CA
539
Cetera Advisors
Colorado
$9.01M +$134K +1,482 +2%
FNBOO
540
First National Bank of Omaha
Nebraska
$9.01M +$589K +6,522 +7%
Jones Financial Companies
541
Jones Financial Companies
Missouri
$9M -$476K -5,272 -5%
LC
542
Lincoln Capital
Nebraska
$8.98M -$339K -3,750 -4%
CIA
543
CCM Investment Advisers
South Carolina
$8.98M -$777K -8,609 -8%
TAM
544
Trillium Asset Management
Massachusetts
$8.94M -$288K -3,190 -3%
VCAM
545
Van Cleef Asset Management
Ohio
$8.92M -$75.8K -839 -0.8%
IGGA
546
Iron Gate Global Advisors
Utah
$8.92M +$949K +10,513 +12%
NA
547
NewEdge Advisors
Louisiana
$8.9M +$7.83K +85 +0.1%
Kovitz Investment Group Partners
548
Kovitz Investment Group Partners
Illinois
$8.9M -$599K -6,636 -6%
WT
549
Washington Trust
Rhode Island
$8.9M +$202K +2,238 +2%
BWP
550
Barlow Wealth Partners
Kentucky
$8.86M +$8.86M +98,084 New
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