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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 %
GFA
701
Gifford Fong Associates
California
$5.42M – – –
AP
702
Archon Partners
New Jersey
$5.42M – – –
PTB
703
Pioneer Trust Bank
Oregon
$5.41M +$172K +1,900 +3%
Kayne Anderson Rudnick Investment Management
704
Kayne Anderson Rudnick Investment Management
California
$5.39M +$579K +6,413 +12%
FDP
705
Financiere des Professionnels
Quebec, Canada
$5.37M +$44.1K +488 +0.8%
MYAM
706
Meiji Yasuda Asset Management
Japan
$5.29M -$130K -1,436 -2%
RAM
707
Rempart Asset Management
Canada
$5.29M -$4.86M -53,865 -48%
VCM
708
Vision Capital Management
Oregon
$5.27M +$23.7K +263 +0.5%
HFS
709
Hantz Financial Services
Michigan
$5.27M -$395K -4,378 -7%
HCM
710
Hillman Capital Management
Maryland
$5.26M -$1.62M -17,915 -24%
LNC
711
Lincoln National Corp
Pennsylvania
$5.25M -$932K -10,323 -15%
VF
712
Virtu Financial
New York
$5.24M +$2.81M +31,109 +116%
NMIMC
713
Northwestern Mutual Investment Management Company
Wisconsin
$5.23M +$14.7K +163 +0.3%
KJHP
714
K.J. Harrison & Partners
Ontario, Canada
$5.21M +$1.98M +21,906 +61%
IEFM
715
IQ EQ Fund Management
Ireland
$5.2M +$5.2M +57,590 New
IAA
716
Independent Advisor Alliance
North Carolina
$5.19M -$51.6K -572 -1%
GVAG
717
Great Valley Advisor Group
Delaware
$5.19M +$1.41M +15,637 +37%
CA
718
Clearstead Advisors
Ohio
$5.17M -$5.63M -62,369 -52%
LCM
719
Logan Capital Management
Pennsylvania
$5.16M -$1.99K -22 -0%
ECM
720
Everence Capital Management
Indiana
$5.14M – – –
WB
721
WesBanco Bank
West Virginia
$5.13M -$6.32M -70,049 -55%
RWA
722
River Wealth Advisors
Pennsylvania
$5.11M +$95.3K +1,056 +2%
RB
723
Rodgers Brothers
Pennsylvania
$5.1M -$632K -6,999 -11%
ASN
724
Advisory Services Network
Georgia
$5.1M -$1.18M -13,093 -19%
AWM
725
Axxcess Wealth Management
California
$5.09M +$825K +9,136 +19%
27 28
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