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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 %
NP
1001
NorthRock Partners
Minnesota
$2.82M +$1.43M +15,776 +103%
HPC
1002
HM Payson & Co
Maine
$2.81M -$439K -4,858 -14%
RCM
1003
Radnor Capital Management
Pennsylvania
$2.81M +$16.3K +181 +0.6%
NC
1004
Nightview Capital
Texas
$2.8M +$2.8M +31,034 New
BFA
1005
Beaumont Financial Advisors
Massachusetts
$2.79M -$4.4M -48,699 -61%
GIA
1006
Gladstone Institutional Advisory
Florida
$2.79M -$39.5K -438 -1%
GIP
1007
Granite Investment Partners
California
$2.79M -$266K -2,943 -9%
BTWM
1008
Baker Tilly Wealth Management
Wisconsin
$2.78M -$298K -3,304 -10%
FFA
1009
Farther Finance Advisors
California
$2.77M +$2.12M +23,488 +326%
KA
1010
Keene & Associates
Texas
$2.76M -$228K -2,522 -8%
AMI
1011
Amica Mutual Insurance
Rhode Island
$2.74M – – –
BAM
1012
Boyar Asset Management
New York
$2.74M -$219K -2,426 -7%
MIA
1013
MainStreet Investment Advisors
Illinois
$2.74M -$134K -1,488 -5%
AssetMark Inc
1014
AssetMark Inc
California
$2.74M +$1.37M +15,146 +100%
CCM
1015
Consolidated Capital Management
California
$2.73M +$367K +4,063 +16%
DJSG
1016
D.J. St. Germain
Massachusetts
$2.72M -$207K -2,293 -7%
NIM
1017
NEOS Investment Management
Connecticut
$2.72M +$487K +5,393 +22%
WPIC
1018
White Pine Investment Company
Michigan
$2.71M -$263K -2,908 -9%
WEG
1019
World Equity Group
Illinois
$2.71M -$394K -4,364 -13%
CIC
1020
Canal Insurance Company
South Carolina
$2.71M – – –
AWMT
1021
AAFMAA Wealth Management & Trust
North Carolina
$2.71M – – –
AFM
1022
Anson Funds Management
Texas
$2.71M +$1.81M +20,000 +200%
GCA
1023
Guardian Capital Advisors
Ontario, Canada
$2.7M +$29.8K +325 +1%
AAS
1024
Ameritas Advisory Services
Nebraska
$2.7M -$163K -1,607 -6%
SW
1025
SteelPeak Wealth
California
$2.69M -$450K -4,967 -14%
39 40
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