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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 %
WC
601
Woodstock Corp
Massachusetts
$7.48M -$443K -4,904 -6%
JGUA
602
John G. Ullman & Associates
New York
$7.48M -$82.8K -917 -1%
AFG
603
Albion Financial Group
Utah
$7.46M +$1.14M +12,630 +18%
MA
604
Mutual Advisors
Nebraska
$7.4M +$122K +1,350 +2%
MCM
605
MAI Capital Management
Ohio
$7.37M -$2.74M -30,319 -27%
VVP
606
Venture Visionary Partners
Ohio
$7.36M -$133K -1,476 -2%
M
607
MOTCO
Texas
$7.36M +$76.5K +847 +1%
PGIM
608
Pacific Global Investment Management
California
$7.36M +$204K +2,259 +3%
ECM
609
ExodusPoint Capital Management
New York
$7.35M +$5.59M +61,954 +318%
DWM
610
Dakota Wealth Management
Florida
$7.32M -$251K -2,776 -3%
NB
611
NBT Bank
New York
$7.25M +$108K +1,200 +2%
GCM
612
Graham Capital Management
Connecticut
$7.19M +$1.6M +17,752 +29%
FNFDCM
613
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.1M -$414K -4,584 -6%
MYLI
614
Meiji Yasuda Life Insurance
Japan
$7.08M +$1.6M +17,713 +29%
EWM
615
Edge Wealth Management
New York
$7.06M +$272K +3,017 +4%
ICP
616
Ironvine Capital Partners
Nebraska
$7.05M – – –
NCM
617
Noesis Capital Mangement
Florida
$7.05M -$59.9K -663 -0.8%
TCOV
618
Trust Company of Vermont
Vermont
$6.95M -$1.65M -18,324 -19%
JSW
619
Journey Strategic Wealth
New Jersey
$6.93M +$431K +4,769 +7%
PAS
620
Park Avenue Securities
New York
$6.91M +$416K +4,609 +6%
CG
621
Cutler Group
California
$6.89M +$166K +1,835 +2%
IWC
622
Integrated Wealth Concepts
Massachusetts
$6.87M -$468K -5,186 -6%
KLWA
623
Kelly Lawrence W & Associates
California
$6.83M +$289K +3,200 +4%
OSAM
624
O'Shaughnessy Asset Management
Connecticut
$6.82M +$2.95M +32,632 +76%
WAM
625
Weatherly Asset Management
California
$6.75M -$776K -8,560 -10%
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