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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 %
BCM
576
Blume Capital Management
California
$8.23M +$16.3K +180 +0.2%
PF
577
Phoenix Financial
Israel
$8.22M -$294K -3,006 -3%
FFA
578
First Foundation Advisors
California
$8.2M -$2.54M -28,086 -24%
TIAA Trust, National Association
579
TIAA Trust, National Association
North Carolina
$8.17M +$1.67M +18,457 +26%
SIM
580
Seaview Investment Managers
Florida
$8.13M -$688K -7,623 -8%
BG
581
Bahl & Gaynor
Ohio
$8.1M -$322K -3,562 -4%
NAMA
582
Nikko Asset Management Americas
New York
$8.09M -$579K -6,411 -7%
WS
583
Wedbush Securities
California
$8.04M -$862K -9,544 -10%
AP
584
Appleton Partners
Massachusetts
$8.04M +$94.3K +1,044 +1%
CA
585
CSM Advisors
Pennsylvania
$8.01M -$21.4K -237 -0.3%
BFIC
586
Bedell Frazier Investment Counselling
California
$7.95M -$295K -3,262 -4%
MA
587
MSA Advisors
California
$7.92M +$7.92M +87,740 New
RHAM
588
Round Hill Asset Management
California
$7.92M -$107K -1,185 -1%
HAG
589
HighPoint Advisor Group
Illinois
$7.83M +$7.83M +65,574 New
GAI
590
General American Investors
New York
$7.81M -$2.26M -25,000 -22%
FFBTD
591
First Financial Bank - Trust Division
Ohio
$7.79M -$288K -3,185 -4%
VFA
592
Valeo Financial Advisors
Indiana
$7.77M +$149K +2,225 +2%
OPS
593
Orion Portfolio Solutions
Nebraska
$7.76M -$188K -2,057 -2%
BCI
594
Brinker Capital Investments
Pennsylvania
$7.76M -$188K -2,057 -2%
Capstone Investment Advisors
595
Capstone Investment Advisors
New York
$7.76M +$5.93M +65,658 +323%
BAM
596
Berkshire Asset Management
Pennsylvania
$7.67M -$110K -1,214 -1%
CA
597
Cornerstone Advisors
North Carolina
$7.64M -$1.4M -15,500 -15%
MHIC
598
Marble Harbor Investment Counsel
Massachusetts
$7.62M +$80.4K +890 +1%
BFO
599
Boston Family Office
Massachusetts
$7.59M +$1.56M +17,319 +26%
NCM
600
Narwhal Capital Management
Georgia
$7.53M +$584K +6,466 +8%
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