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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 %
ECM
851
Exchange Capital Management
Michigan
$3.87M -$1.2M -13,327 -24%
CMTU
852
Capital Markets Trading (UK)
United Kingdom
$3.86M -$1.07M -11,845 -22%
RCM
853
RNC Capital Management
California
$3.86M +$404K +4,473 +12%
IMCOOI
854
Investment Management Corp of Ontario (IMCO)
Canada
$3.86M +$3.86M +42,709 New
HFM
855
Hartford Financial Management
Connecticut
$3.86M +$44.6K +494 +1%
SW
856
SlateStone Wealth
Florida
$3.85M +$451K +4,990 +13%
PFMU
857
Privium Fund Management (UK)
United Kingdom
$3.84M +$2.11M +23,250 +122%
IWM
858
IHT Wealth Management
Illinois
$3.83M +$46.6K +516 +1%
RWP
859
RWA Wealth Partners
Massachusetts
$3.82M +$2.3M +25,505 +152%
AMG
860
Asset Management Group
Connecticut
$3.82M +$414K +4,582 +12%
CIA
861
Concurrent Investment Advisors
Florida
$3.8M +$3.8M +42,120 New
BPCE
862
Bank Pictet & Cie (Europe)
Germany
$3.79M -$5.08M -56,285 -57%
BSW
863
Buckingham Strategic Wealth
Missouri
$3.79M -$193K -2,142 -5%
VIM
864
VELA Investment Management
Ohio
$3.79M -$216K -2,394 -5%
EIA
865
Edgemoor Investment Advisors
Maryland
$3.77M -$384K -4,248 -9%
P
866
Pitcairn
Pennsylvania
$3.76M +$1.17M +12,983 +45%
Public Sector Pension Investment Board (PSP Investments)
867
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.76M -$13.9M -154,404 -79%
QWP
868
Quotient Wealth Partners
Texas
$3.75M +$3.75M +41,576 New
HAS
869
HBW Advisory Services
California
$3.75M +$56.5K +626 +2%
BFS
870
Bard Financial Services
Connecticut
$3.75M +$155K +1,720 +4%
SC
871
Sawyer & Company
Massachusetts
$3.75M -$154K -1,705 -4%
HDIM
872
Hanson & Doremus Investment Management
Vermont
$3.75M +$523K +5,792 +16%
RIM
873
Reliant Investment Management
Tennessee
$3.75M +$76.7K +850 +2%
JWM
874
Jeppson Wealth Management
California
$3.74M +$270K +2,991 +8%
AWM
875
Avior Wealth Management
Nebraska
$3.73M +$73.6K +817 +2%
33 34
35
36 37