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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 %
KF
876
Krilogy Financial
Missouri
$3.73M +$275K +3,046 +8%
OIA
877
OneDigital Investment Advisors
Kansas
$3.73M +$1.07M +11,831 +40%
SA
878
Strategic Advisors
New York
$3.73M -$1.08K -12 -0%
BZWA
879
Blue Zone Wealth Advisors
California
$3.7M +$94.6K +1,048 +3%
GT
880
Greenleaf Trust
Michigan
$3.69M +$415K +4,598 +13%
DEA
881
DoubleLine ETF Adviser
Florida
$3.69M -$14.4K -160 -0.4%
SA
882
swisspartners Advisors
Switzerland
$3.67M +$195K +2,565 +6%
AF
883
Arrow Financial
New York
$3.67M -$37.7K -417 -1%
BFEC
884
Benjamin F. Edwards & Company
Missouri
$3.66M -$161K -1,784 -4%
WTFG
885
Wells Trecaso Financial Group
Ohio
$3.64M +$57.9K +641 +2%
EIM
886
Essex Investment Management
Massachusetts
$3.64M -$767K -8,498 -17%
SBCM
887
Schwerin Boyle Capital Management
Massachusetts
$3.63M -$24.8K -275 -0.7%
MLIC
888
Mandatum Life Insurance Company
Finland
$3.62M +$11.2K +124 +0.3%
HSA
889
HBK Sorce Advisory
Pennsylvania
$3.62M +$544K +6,020 +18%
LP
890
LMR Partners
United Kingdom
$3.61M +$3.61M +40,011 New
YC
891
Yarbrough Capital
Tennessee
$3.61M – – –
GLAM
892
Gardner Lewis Asset Management
Pennsylvania
$3.61M +$513K +5,687 +17%
WWA
893
WCG Wealth Advisors
Nevada
$3.61M +$235K +2,601 +7%
SW
894
SVB Wealth
Massachusetts
$3.6M +$34.9K +386 +1%
SRC
895
Shufro Rose & Co
New York
$3.59M +$6.16K +76 +0.2%
FWTB
896
First Western Trust Bank
Colorado
$3.58M -$299K -3,311 -8%
DI
897
DFPG Investments
Utah
$3.55M -$87.4K -954 -2%
RDWM
898
Red Door Wealth Management
Tennessee
$3.54M +$226K +2,506 +7%
CTC
899
Central Trust Company
Missouri
$3.54M -$1.22M -13,483 -26%
BA
900
Bristlecone Advisors
Washington
$3.51M +$53.3K +590 +2%
34 35
36
37 38