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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 %
MMM
976
Mendel Money Management
Illinois
$2.98M +$46.5K +515 +2%
TAM
977
Thematics Asset Management
France
$2.98M -$112K -1,243 -4%
CA
978
Cullinan Associates
Kentucky
$2.98M -$271K -3,000 -8%
MMA
979
Miracle Mile Advisors
California
$2.97M +$98.2K +1,088 +3%
TYCC
980
Texas Yale Capital Corp
Florida
$2.97M -$4.52K -50 -0.2%
SAG
981
SageView Advisory Group
California
$2.95M -$318K -3,278 -10%
MCCA
982
Mill Creek Capital Advisors
Pennsylvania
$2.95M -$46.4K -514 -2%
LAM
983
Lynch Asset Management
Pennsylvania
$2.95M +$370K +4,100 +14%
AAIM
984
Asset Advisors Investment Management
Georgia
$2.94M -$120K -1,325 -4%
NP
985
Nilsine Partners
Colorado
$2.94M -$484K -5,364 -14%
GWM
986
Graybill Wealth Management
Illinois
$2.93M +$37.4K +414 +1%
BMCM
987
Bryn Mawr Capital Management
Pennsylvania
$2.92M -$450K -4,980 -13%
WPP
988
Whalerock Point Partners
Rhode Island
$2.9M -$304K -3,368 -10%
RC
989
Roundview Capital
New Jersey
$2.89M -$202K -2,235 -7%
PAM
990
Pegasus Asset Management
New York
$2.89M +$175K +1,937 +6%
HT
991
Heritage Trust
Oklahoma
$2.89M +$47K +520 +2%
SBIA
992
Sheaff Brock Investment Advisors
Indiana
$2.88M -$28K -310 -1%
LA
993
Lynch & Associates
Indiana
$2.88M +$104K +1,153 +4%
NRS
994
Neville Rodie & Shaw
New York
$2.87M -$373K -4,132 -11%
CT
995
Colonial Trust
South Carolina
$2.87M +$139K +1,537 +5%
BCM
996
Bayesian Capital Management
New York
$2.87M -$11.8M -130,900 -80%
JCM
997
Jacobi Capital Management
Pennsylvania
$2.86M -$23.9K -265 -0.8%
FCH
998
Freestone Capital Holdings
Washington
$2.86M +$116K +1,284 +4%
AGP
999
Autumn Glory Partners
Texas
$2.83M +$2.75M +30,488 +3,480%
TCA
1000
Transcend Capital Advisors
New Jersey
$2.83M +$506K +5,601 +22%
38 39
40
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