DIS icon

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 %
OPCM
551
Osborne Partners Capital Management
California
$8.85M +$382K +4,233 +5%
PI
552
PEAK6 Investments
Illinois
$8.84M -$371K -4,114 -4%
NFC
553
Northeast Financial Consultants
Connecticut
$8.82M -$63.6K -704 -0.7%
BIAS
554
Beacon Investment Advisory Services
New Jersey
$8.77M -$1.14M -12,600 -11%
B
555
Bailard
California
$8.74M -$235K -2,603 -3%
UB
556
UMB Bank
Missouri
$8.69M -$404K -4,475 -4%
MIM
557
Morningstar Investment Management
Illinois
$8.68M +$358K +3,960 +4%
BF
558
BOK Financial
Oklahoma
$8.62M -$55.8K -618 -0.6%
NMERB
559
New Mexico Educational Retirement Board
New Mexico
$8.58M – – –
MPWT
560
MassMutual Private Wealth & Trust
Connecticut
$8.55M -$611K -6,763 -7%
JIC
561
Johnson Investment Counsel
Ohio
$8.54M -$19.5M -215,514 -69%
ECM
562
Evergreen Capital Management
Washington
$8.5M +$357K +3,936 +4%
ETC
563
Exchange Traded Concepts
Oklahoma
$8.46M -$774K -8,574 -8%
IB
564
Iyo Bank
Japan
$8.43M – – –
BCM
565
Brookstone Capital Management
Illinois
$8.41M +$389K +4,304 +5%
CWM
566
Cabot Wealth Management
Massachusetts
$8.4M +$201K +2,231 +2%
PWM
567
Perigon Wealth Management
California
$8.39M -$129K -1,434 -2%
HF
568
HRT Financial
New York
$8.33M +$7.54M +83,505 +959%
Wealthfront Advisers
569
Wealthfront Advisers
California
$8.32M +$4.77M +52,862 +134%
FCMC
570
Founders Capital Management (Connecticut)
Connecticut
$8.28M +$20.5K +227 +0.2%
GAM
571
Griffin Asset Management
New York
$8.27M +$147K +1,627 +2%
BCV
572
Banque Cantonale Vaudoise
Switzerland
$8.27M +$392K +4,337 +5%
CFM
573
Coronation Fund Managers
South Africa
$8.27M -$15.1M -167,559 -65%
ABC
574
Associated Banc-Corp
Wisconsin
$8.25M -$1.61M -17,822 -16%
CTA
575
Colonial Trust Advisors
South Carolina
$8.24M -$396K -4,385 -5%
21 22
23
24 25