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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 %
SPIA
676
Steward Partners Investment Advisory
New York
$5.86M +$194K +2,152 +3%
SAM
677
Shell Asset Management
Netherlands
$5.86M -$1.5M -16,601 -20%
GT
678
Glenview Trust
Kentucky
$5.84M -$761K -8,430 -12%
WF
679
WoodTrust Financial
Wisconsin
$5.82M -$220K -2,435 -4%
FAB
680
First American Bank
Illinois
$5.81M -$2.11M -23,358 -27%
AM
681
Atwater Malick
Pennsylvania
$5.79M +$204K +2,256 +4%
ATC
682
Argent Trust Co
Tennessee
$5.78M -$12.6K -139 -0.2%
EF
683
Empirical Finance
Pennsylvania
$5.78M +$31.5K +349 +0.5%
TH
684
TCTC Holdings
Texas
$5.77M -$3.46M -38,268 -37%
LSWM
685
Lorne Steinberg Wealth Management
Canada
$5.75M -$78.1K -865 -1%
BCM
686
Bourgeon Capital Management
Connecticut
$5.75M -$349K -3,863 -6%
FIB
687
First Interstate Bank
Montana
$5.72M -$134K -1,485 -2%
WIC
688
WealthBridge Investment Counsel
Alberta, Canada
$5.7M -$9.03K -100 -0.2%
GCM
689
Gibraltar Capital Management
Oklahoma
$5.66M -$210K -2,321 -4%
KCM
690
Kempner Capital Management
Texas
$5.66M -$1.63K -18 -0%
GW
691
GW & Wade
Massachusetts
$5.65M +$222K +2,461 +4%
SA
692
Sicart Associates
New York
$5.61M +$1.72M +18,981 +44%
QCM
693
Quantinno Capital Management
New York
$5.6M +$910K +10,083 +19%
Envestnet Portfolio Solutions
694
Envestnet Portfolio Solutions
Illinois
$5.51M +$148K +1,644 +3%
GIA
695
GHP Investment Advisors
Colorado
$5.49M +$105K +1,163 +2%
TGCMU
696
Titan Global Capital Management USA
New York
$5.48M -$72.4K -802 -1%
TI
697
Tidal Investments
Wisconsin
$5.45M -$1.41M -15,611 -21%
BBA
698
BLB&B Advisors
Pennsylvania
$5.45M -$819K -9,067 -13%
SFA
699
Sequoia Financial Advisors
Ohio
$5.44M +$2.32M +25,681 +74%
SHGA
700
Sand Hill Global Advisors
California
$5.44M -$133K -1,475 -2%
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