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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 %
FI
801
FJ Investments
Utah
$4.31M +$4.31M +47,692 New
Bessemer Group
802
Bessemer Group
New Jersey
$4.31M +$190K +2,109 +5%
MOS
803
MGO One Seven
Ohio
$4.3M +$891K +9,865 +26%
CL
804
Choreo LLC
Illinois
$4.29M +$1.21M +13,318 +39%
TCOK
805
Trust Company of Kansas
Kansas
$4.27M -$1.38M -15,256 -24%
PFS
806
Prospera Financial Services
Texas
$4.27M +$134K +1,480 +3%
SWM
807
Spire Wealth Management
Virginia
$4.26M -$289K -3,109 -6%
AF
808
Allworth Financial
California
$4.23M +$758K +8,400 +22%
KHLMTHM
809
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.23M – – –
BBHC
810
Brown Brothers Harriman & Co
New York
$4.22M -$651K -7,205 -13%
FA
811
Fiduciary Alliance
South Carolina
$4.21M +$123K +1,358 +3%
SBF
812
Sara-Bay Financial
Florida
$4.21M -$96.2K -1,065 -2%
CCS
813
Concentric Capital Strategies
Connecticut
$4.2M +$4.2M +46,529 New
TBA
814
Tower Bridge Advisors
Pennsylvania
$4.2M -$2.14M -23,655 -34%
IFWM
815
Institute for Wealth Management
Colorado
$4.19M +$340K +3,771 +9%
TG
816
TCW Group
California
$4.18M +$2.61M +28,916 +166%
CAL
817
Capital Analysts LLC
Pennsylvania
$4.18M +$122K +1,355 +3%
LWM
818
Lyell Wealth Management
California
$4.15M -$431K -4,768 -9%
TCOT
819
Trust Company of Toledo
Ohio
$4.12M +$63.7K +705 +2%
FHB
820
First Hawaiian Bank
Hawaii
$4.12M +$295K +3,266 +8%
III
821
Independent Investors Inc
New York
$4.12M -$75.2K -833 -2%
SFI
822
Siemens Fonds Invest
Germany
$4.11M +$418K +4,632 +11%
IAS
823
Insigneo Advisory Services
Florida
$4.11M +$270K +2,979 +7%
BRM
824
Boston Research & Management
Massachusetts
$4.11M +$206K +2,287 +5%
PS
825
Principal Securities
Iowa
$4.1M +$4.1M +45,390 New
31 32
33
34 35