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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 %
IAIM
926
International Assets Investment Management
Florida
$3.35M -$94.5K -1,047 -3%
MWM
927
Meridian Wealth Management
Kentucky
$3.35M -$888K -9,835 -21%
RPC
928
Rossmore Private Capital
Connecticut
$3.35M +$349K +3,866 +12%
CNBTD
929
Citizens National Bank Trust Department
Mississippi
$3.34M -$449K -4,975 -12%
PCM
930
Princeton Capital Management
New Jersey
$3.33M -$598K -6,623 -15%
RIL
931
Rothschild Investment LLC
Illinois
$3.32M -$583K -6,456 -15%
RMC
932
Resources Management Corp
Connecticut
$3.32M -$158K -1,753 -5%
GIM
933
Goelzer Investment Management
Indiana
$3.31M -$1.62M -17,989 -33%
AIM
934
AMI Investment Management
Indiana
$3.31M +$145K +1,605 +5%
KGC
935
Kennon-Green & Company
Ohio
$3.31M -$257K -2,851 -7%
PWP
936
Private Wealth Partners
California
$3.3M +$507K +5,620 +18%
YIA
937
YHB Investment Advisors
Connecticut
$3.28M -$68.8K -762 -2%
LM
938
Lincluden Management
Ontario, Canada
$3.26M -$44.2K -490 -1%
EGA
939
Eagle Global Advisors
Texas
$3.25M -$5.59M -61,960 -63%
DIS
940
Diversified Investment Strategies
Louisiana
$3.25M +$368K +4,080 +13%
LMIM
941
Lockheed Martin Investment Management
Maryland
$3.24M +$3.24M +35,400 New
RAM
942
Roanoke Asset Management
New Jersey
$3.24M +$3.16K +35 +0.1%
CAM
943
Costello Asset Management
Pennsylvania
$3.23M -$188K -2,080 -5%
OAM
944
Ostrum Asset Management
France
$3.23M -$484K -5,363 -13%
FWM
945
Focused Wealth Management
New York
$3.22M -$181 -2 -0%
DWM
946
Dorchester Wealth Management
Quebec, Canada
$3.21M -$132K -1,464 -4%
MAP
947
Managed Asset Portfolios
Michigan
$3.19M +$3.19M +35,379 New
LI
948
Louisbourg Investments
New Brunswick, Canada
$3.19M +$3.19M +41,684 New
HT
949
HAP Trading
New York
$3.18M +$3.18M +35,265 New
LA
950
Legacy Advisors
Pennsylvania
$3.18M -$404K -4,458 -11%
36 37
38
39 40