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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 %
SC
826
Savant Capital
Illinois
$4.09M +$75.7K +838 +2%
DWP
827
Daymark Wealth Partners
Ohio
$4.09M -$21.3K -725 -0.5%
IMRF
828
Illinois Municipal Retirement Fund
Illinois
$4.08M – – –
WAM
829
Wallington Asset Management
Indiana
$4.08M +$66.8K +740 +2%
AIM
830
Anchor Investment Management
South Carolina
$4.07M -$988K -10,945 -20%
CICI
831
Capital Investment Counsel Inc
North Carolina
$4.06M -$63.7K -705 -2%
LIM
832
Leavell Investment Management
Alabama
$4.06M -$217K -2,398 -5%
CAM
833
Columbia Asset Management
Michigan
$4.06M -$364K -4,030 -8%
MA
834
Montag & Associates
Georgia
$4.04M +$1.9M +20,925 +89%
BONST
835
Bank of Nova Scotia Trust
Ontario, Canada
$4.02M -$587K -6,500 -13%
QPWM
836
Quadrant Private Wealth Management
Pennsylvania
$4.01M +$60.4K +667 +2%
PC
837
Permanens Capital
New York
$4M +$948K +10,455 +31%
FA
838
Financial Avengers
California
$4M +$45.6K +505 +1%
SG Americas Securities
839
SG Americas Securities
New York
$4M +$1.27M +14,093 +47%
FCT
840
Family Capital Trust
Massachusetts
$3.99M -$109K -1,208 -3%
KWM
841
Kingsview Wealth Management
Oregon
$3.97M -$14.5M -161,103 -79%
LCM
842
LVM Capital Management
Michigan
$3.95M -$366K -4,051 -8%
XS
843
XR Securities
Illinois
$3.94M +$2.2M +24,347 +126%
PWMAG
844
Pinnacle Wealth Management Advisory Group
New Jersey
$3.93M +$64K +709 +2%
CAM
845
Cubic Asset Management
Massachusetts
$3.92M -$101K -1,115 -3%
BCCM
846
Bridge Creek Capital Management
Massachusetts
$3.92M +$14.3K +158 +0.4%
BHA
847
Beech Hill Advisors
New York
$3.92M -$223K -2,474 -5%
BHWM
848
Bar Harbor Wealth Management
New Hampshire
$3.91M +$183K +2,025 +5%
HCMT
849
Highland Capital Management (Tennessee)
Tennessee
$3.89M -$34K -377 -0.9%
BPC
850
Banque Pictet & Cie
Switzerland
$3.88M +$34.2K +379 +0.9%
32 33
34
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